HWM
HB Wealth Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.1M | Sell |
481,727
-92,105
| -16% | -$6.52M | 0.27% | 50 |
|
|
2025
Q1 | $41.1M | Buy |
573,832
+58,678
| +11% | +$4.2M | 0.34% | 44 |
|
|
2024
Q4 | $32.1M | Buy |
515,154
+12,214
| +2% | +$760K | 0.33% | 36 |
|
|
2024
Q3 | $36.1M | Buy |
502,940
+12,852
| +3% | +$924K | 0.39% | 31 |
|
|
2024
Q2 | $31.2M | Buy |
490,088
+25,769
| +6% | +$1.64M | 0.36% | 32 |
|
|
2024
Q1 | $28.4M | Buy |
464,319
+11,439
| +3% | +$700K | 0.36% | 33 |
|
|
2023
Q4 | $26.7M | Buy |
452,880
+4,597
| +1% | +$271K | 0.38% | 28 |
|
|
2023
Q3 | $25.1M | Buy |
448,283
+7,093
| +2% | +$397K | 0.41% | 28 |
|
|
2023
Q2 | $26.6M | Buy |
441,190
+8,612
| +2% | +$519K | 0.42% | 29 |
|
|
2023
Q1 | $26.8M | Buy |
432,578
+6,136
| +1% | +$381K | 0.47% | 23 |
|
|
2022
Q4 | $27.1M | Buy |
426,442
+71,411
| +20% | +$4.54M | 0.49% | 24 |
|
|
2022
Q3 | $19.9M | Sell |
355,031
-38,295
| -10% | -$2.15M | 0.42% | 24 |
|
|
2022
Q2 | $24.7M | Buy |
393,326
+31,142
| +9% | +$1.96M | 0.51% | 19 |
|
|
2022
Q1 | $22.5M | Buy |
362,184
+112,187
| +45% | +$6.96M | 0.42% | 24 |
|
|
2021
Q4 | $14.8M | Buy |
+249,997
| New | +$14.8M | 0.3% | 26 |
|