HWA
HCR Wealth Advisors’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $672K | Sell |
9,496
-18
| -0.2% | -$1.27K | 0.08% | 122 |
|
|
2025
Q1 | $681K | Sell |
9,514
-272
| -3% | -$19.5K | 0.09% | 116 |
|
|
2024
Q4 | $609K | Sell |
9,786
-96
| -1% | -$5.98K | 0.08% | 124 |
|
|
2024
Q3 | $710K | Sell |
9,882
-265
| -3% | -$19K | 0.09% | 118 |
|
|
2024
Q2 | $646K | Sell |
10,147
-378
| -4% | -$24.1K | 0.09% | 117 |
|
|
2024
Q1 | $644K | Sell |
10,525
-2,292
| -18% | -$140K | 0.1% | 117 |
|
|
2023
Q4 | $755K | Buy |
12,817
+3,591
| +39% | +$212K | 0.12% | 101 |
|
|
2023
Q3 | $516K | Sell |
9,226
-679
| -7% | -$38K | 0.11% | 104 |
|
|
2023
Q2 | $596K | Sell |
9,905
-230
| -2% | -$13.9K | 0.11% | 103 |
|
|
2023
Q1 | $633K | Hold |
10,135
| – | – | 0.13% | 100 |
|
|
2022
Q4 | $645K | Sell |
10,135
-252
| -2% | -$16K | 0.14% | 96 |
|
|
2022
Q3 | $586K | Hold |
10,387
| – | – | 0.12% | 99 |
|
|
2022
Q2 | $657K | Buy |
10,387
+679
| +7% | +$42.9K | 0.13% | 101 |
|
|
2022
Q1 | $602K | Sell |
9,708
-96
| -1% | -$5.95K | 0.1% | 112 |
|
|
2021
Q4 | $580K | Buy |
9,804
+415
| +4% | +$24.6K | 0.09% | 127 |
|
|
2021
Q3 | $493K | Buy |
9,389
+152
| +2% | +$7.98K | 0.08% | 135 |
|
|
2021
Q2 | $500K | Sell |
9,237
-33
| -0.4% | -$1.79K | 0.09% | 129 |
|
|
2021
Q1 | $489K | Buy |
9,270
+979
| +12% | +$51.6K | 0.1% | 129 |
|
|
2020
Q4 | $455K | Sell |
8,291
-632
| -7% | -$34.7K | 0.1% | 125 |
|
|
2020
Q3 | $441K | Buy |
8,923
+687
| +8% | +$34K | 0.1% | 112 |
|
|
2020
Q2 | $369K | Sell |
8,236
-6
| -0.1% | -$269 | 0.09% | 112 |
|
|
2020
Q1 | $365K | Buy |
8,242
+555
| +7% | +$24.6K | 0.1% | 108 |
|
|
2019
Q4 | $425K | Buy |
7,687
+699
| +10% | +$38.6K | 0.1% | 112 |
|
|
2019
Q3 | $380K | Sell |
6,988
-253
| -3% | -$13.8K | 0.13% | 110 |
|
|
2019
Q2 | $369K | Buy |
7,241
+233
| +3% | +$11.9K | 0.1% | 116 |
|
|
2019
Q1 | $327K | Buy |
7,008
+457
| +7% | +$21.3K | 0.09% | 133 |
|
|
2018
Q4 | $310K | Hold |
6,551
| – | – | 0.1% | 125 |
|
|
2018
Q3 | $304K | Sell |
6,551
-114
| -2% | -$5.29K | 0.1% | 125 |
|
|
2018
Q2 | $293K | Buy |
6,665
+35
| +0.5% | +$1.54K | 0.1% | 141 |
|
|
2018
Q1 | $288K | Buy |
6,630
+20
| +0.3% | +$869 | 0.1% | 135 |
|
|
2017
Q4 | $303K | Hold |
6,610
| – | – | 0.11% | 136 |
|
|
2017
Q3 | $298K | Buy |
6,610
+100
| +2% | +$4.51K | 0.13% | 130 |
|
|
2017
Q2 | $292K | Hold |
6,510
| – | – | 0.14% | 111 |
|
|
2017
Q1 | $276K | Sell |
6,510
-1,493
| -19% | -$63.3K | 0.14% | 121 |
|
|
2016
Q4 | $332K | Buy |
+8,003
| New | +$332K | 0.18% | 103 |
|