Global Wealth Management Investment Advisory’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 | $4.56M | Sell |
64,447
-6,732
| -9% | -$476K | 0.86% | 41 |
|
|
2025
Q1 | $5.1M | Buy |
71,179
+1,918
| +3% | +$137K | 1.02% | 29 |
|
|
2024
Q4 | $4.31M | Buy |
69,261
+3,841
| +6% | +$239K | 0.89% | 37 |
|
|
2024
Q3 | $4.7M | Sell |
65,420
-254
| -0.4% | -$18.3K | 1.01% | 32 |
|
|
2024
Q2 | $4.18M | Buy |
65,674
+3,424
| +6% | +$218K | 0.97% | 34 |
|
|
2024
Q1 | $3.81M | Buy |
62,250
+770
| +1% | +$47.1K | 0.93% | 38 |
|
|
2023
Q4 | $3.62M | Buy |
61,480
+925
| +2% | +$54.5K | 0.93% | 34 |
|
|
2023
Q3 | $3.39M | Buy |
60,555
+1,117
| +2% | +$62.5K | 0.95% | 33 |
|
|
2023
Q2 | $3.58M | Buy |
59,438
+1,548
| +3% | +$93.2K | 0.98% | 33 |
|
|
2023
Q1 | $3.59M | Buy |
57,890
+1,214
| +2% | +$75.3K | 1.08% | 30 |
|
|
2022
Q4 | $3.61M | Buy |
56,676
+1,965
| +4% | +$125K | 1.17% | 27 |
|
|
2022
Q3 | $3.07M | Buy |
54,711
+2,053
| +4% | +$115K | 1.09% | 31 |
|
|
2022
Q2 | $3.31M | Buy |
52,658
+4,758
| +10% | +$299K | 1.12% | 31 |
|
|
2022
Q1 | $2.97M | Buy |
47,900
+1,870
| +4% | +$116K | 0.88% | 41 |
|
|
2021
Q4 | $2.73M | Buy |
46,030
+1,371
| +3% | +$81.2K | 0.82% | 45 |
|
|
2021
Q3 | $2.34M | Buy |
44,659
+1,414
| +3% | +$74.2K | 0.74% | 51 |
|
|
2021
Q2 | $2.34M | Buy |
43,245
+1,092
| +3% | +$59.1K | 0.78% | 46 |
|
|
2021
Q1 | $2.22M | Buy |
42,153
+3,660
| +10% | +$193K | 0.8% | 43 |
|
|
2020
Q4 | $2.11M | Buy |
38,493
+533
| +1% | +$29.2K | 0.82% | 41 |
|
|
2020
Q3 | $1.87M | Buy |
37,960
+4,352
| +13% | +$215K | 0.81% | 42 |
|
|
2020
Q2 | $1.5M | Buy |
33,608
+783
| +2% | +$35K | 0.64% | 57 |
|
|
2020
Q1 | $1.45M | Buy |
32,825
+6,041
| +23% | +$267K | 0.73% | 54 |
|
|
2019
Q4 | $1.48M | Buy |
26,784
+803
| +3% | +$44.5K | 0.63% | 58 |
|
|
2019
Q3 | $1.41M | Buy |
25,981
+561
| +2% | +$30.5K | 0.65% | 58 |
|
|
2019
Q2 | $1.29M | Buy |
25,420
+163
| +0.6% | +$8.3K | 0.63% | 57 |
|
|
2019
Q1 | $1.18M | Sell |
25,257
-8,138
| -24% | -$381K | 0.61% | 57 |
|
|
2018
Q4 | $1.58M | Buy |
+33,395
| New | +$1.58M | 0.92% | 41 |
|