Gerber Kawasaki Wealth & Investment Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $610K | Sell |
8,621
-698
| -7% | -$49.4K | 0.02% | 185 |
|
|
2025
Q1 | $667K | Buy |
9,319
+2,784
| +43% | +$199K | 0.03% | 167 |
|
|
2024
Q4 | $407K | Buy |
6,535
+285
| +5% | +$17.7K | 0.02% | 206 |
|
|
2024
Q3 | $449K | Buy |
6,250
+59
| +1% | +$4.24K | 0.02% | 191 |
|
|
2024
Q2 | $394K | Sell |
6,191
-66
| -1% | -$4.2K | 0.02% | 195 |
|
|
2024
Q1 | $383K | Sell |
6,257
-263
| -4% | -$16.1K | 0.02% | 199 |
|
|
2023
Q4 | $384K | Sell |
6,520
-165
| -2% | -$9.72K | 0.02% | 185 |
|
|
2023
Q3 | $374K | Buy |
6,685
+923
| +16% | +$51.7K | 0.03% | 178 |
|
|
2023
Q2 | $347K | Sell |
5,762
-11
| -0.2% | -$662 | 0.02% | 186 |
|
|
2023
Q1 | $358K | Buy |
5,773
+234
| +4% | +$14.5K | 0.03% | 183 |
|
|
2022
Q4 | $352K | Buy |
5,539
+66
| +1% | +$4.2K | 0.03% | 181 |
|
|
2022
Q3 | $306K | Buy |
5,473
+576
| +12% | +$32.2K | 0.03% | 180 |
|
|
2022
Q2 | $320K | Buy |
4,897
+214
| +5% | +$14K | 0.03% | 181 |
|
|
2022
Q1 | $290K | Buy |
4,683
+1,118
| +31% | +$69.2K | 0.02% | 207 |
|
|
2021
Q4 | $211K | Sell |
3,565
-1,455
| -29% | -$86.1K | 0.02% | 253 |
|
|
2021
Q3 | $270K | Buy |
5,020
+31
| +0.6% | +$1.67K | 0.03% | 150 |
|
|
2021
Q2 | $269K | Buy |
+4,989
| New | +$269K | 0.03% | 203 |
|