Hedeker Wealth’s Coca-Cola KO Stock Holding History

Hedeker Wealth’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.32M	Buy	18,609 +67	+0.4%	+$4.74K	0.31%	66
2025 Q1	$1.33M	Sell	18,542 -321	-2%	-$23K	0.36%	67
2024 Q4	$1.17M	Buy	18,863 +275	+1%	+$17.1K	0.29%	70
2024 Q3	$1.34M	Sell	18,588 -128	-0.7%	-$9.2K	0.35%	64
2024 Q2	$1.19M	Sell	18,716 -2,310	-11%	-$147K	0.35%	66
2024 Q1	$1.29M	Sell	21,026 -10,986	-34%	-$672K	0.37%	68
2023 Q4	$1.89M	Sell	32,012 -1,531	-5%	-$90.2K	0.6%	54
2023 Q3	$1.88M	Buy	33,543 +1,030	+3%	+$57.7K	0.65%	55
2023 Q2	$1.96M	Sell	32,513 -377	-1%	-$22.7K	0.65%	58
2023 Q1	$2.04M	Buy	32,890 +472	+1%	+$29.3K	0.73%	61
2022 Q4	$2.06M	Sell	32,418 -723	-2%	-$46K	0.77%	54
2022 Q3	$1.86M	Buy	33,141 +2,337	+8%	+$131K	0.72%	52
2022 Q2	$1.92M	Buy	30,804 +9,875	+47%	+$615K	0.66%	48
2022 Q1	$1.3M	Sell	20,929 -3,072	-13%	-$190K	0.39%	68
2021 Q4	$1.42M	Sell	24,001 -858	-3%	-$50.8K	0.41%	65
2021 Q3	$1.3M	Sell	24,859 -2,403	-9%	-$126K	0.4%	68
2021 Q2	$1.48M	Buy	27,262 +2,619	+11%	+$142K	0.46%	64
2021 Q1	$1.3M	Buy	24,643 +400	+2%	+$21.1K	0.46%	58
2020 Q4	$1.33M	Sell	24,243 -132	-0.5%	-$7.24K	0.46%	59
2020 Q3	$1.2M	Sell	24,375 -9,146	-27%	-$451K	0.57%	61
2020 Q2	$1.5M	Sell	33,521 -17,007	-34%	-$760K	0.77%	49
2020 Q1	$2.24M	Buy	50,528 +1,608	+3%	+$71.1K	1.41%	36
2019 Q4	$2.71M	Buy	48,920 +697	+1%	+$38.6K	1.45%	33
2019 Q3	$2.63M	Sell	48,223 -233	-0.5%	-$12.7K	1.59%	33
2019 Q2	$2.47M	Sell	48,456 -3,505	-7%	-$178K	1.56%	32
2019 Q1	$2.45M	Buy	51,961 +6,349	+14%	+$300K	1.85%	25
2018 Q4	$2.16M	Sell	45,612 -705	-2%	-$33.4K	1.73%	28
2018 Q3	$2.14M	Sell	46,317 -1,861	-4%	-$85.9K	1.5%	33
2018 Q2	$2.11M	Sell	48,178 -1,821	-4%	-$79.9K	1.62%	32
2018 Q1	$2.17M	Buy	49,999 +1,033	+2%	+$44.9K	1.68%	30
2017 Q4	$2.25M	Buy	48,966 +2,455	+5%	+$113K	1.75%	27
2017 Q3	$2.09M	Buy	46,511 +6,126	+15%	+$276K	1.84%	21
2017 Q2	$1.81M	Sell	40,385 -150	-0.4%	-$6.73K	1.74%	18
2017 Q1	$1.72M	Sell	40,535 -3,299	-8%	-$140K	1.63%	20
2016 Q4	$1.82M	Buy	43,834 +41,957	+2,235%	+$1.74M	1.5%	20
2016 Q3	$44.4K	Sell	1,877 -42,069	-96%	-$995K	2.3%	11
2016 Q2	$1.99M	Buy	43,946 +12,632	+40%	+$573K	1.74%	10
2016 Q1	$1.45M	Sell	31,314 -14,654	-32%	-$679K	1.36%	32
2015 Q4	$1.97M	Sell	45,968 -1,710	-4%	-$73.4K	1.75%	17
2015 Q3	$1.91M	Sell	47,678 -2,400	-5%	-$96.3K	1.66%	21
2015 Q2	$1.96M	Sell	50,078 -3,000	-6%	-$118K	1.58%	25
2015 Q1	$2.17M	Sell	53,078 -5,404	-9%	-$221K	1.8%	20
2014 Q4	$2.47M	Buy	+58,482	New	+$2.47M	1.99%	16