Hollow Brook Wealth 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 | $480K | Hold |
6,787
| – | – | 0.14% | 63 |
|
2025
Q1 | $486K | Hold |
6,787
| – | – | 0.14% | 59 |
|
2024
Q4 | $423K | Hold |
6,787
| – | – | 0.13% | 64 |
|
2024
Q3 | $491K | Sell |
6,787
-502
| -7% | -$36.3K | 0.15% | 60 |
|
2024
Q2 | $464K | Hold |
7,289
| – | – | 0.16% | 58 |
|
2024
Q1 | $446K | Hold |
7,289
| – | – | 0.16% | 63 |
|
2023
Q4 | $430K | Hold |
7,289
| – | – | 0.17% | 63 |
|
2023
Q3 | $411K | Hold |
7,289
| – | – | 0.17% | 63 |
|
2023
Q2 | $442K | Sell |
7,289
-595
| -8% | -$36.1K | 0.19% | 61 |
|
2023
Q1 | $493K | Sell |
7,884
-1,500
| -16% | -$93.7K | 0.23% | 55 |
|
2022
Q4 | $597K | Buy |
9,384
+900
| +11% | +$57.2K | 0.29% | 55 |
|
2022
Q3 | $479K | Hold |
8,484
| – | – | 0.27% | 52 |
|
2022
Q2 | $534K | Hold |
8,484
| – | – | 0.29% | 50 |
|
2022
Q1 | $526K | Hold |
8,484
| – | – | 0.23% | 54 |
|
2021
Q4 | $502K | Sell |
8,484
-27,800
| -77% | -$1.64M | 0.26% | 52 |
|
2021
Q3 | $1.9M | Sell |
36,284
-294
| -0.8% | -$15.4K | 1.18% | 23 |
|
2021
Q2 | $1.98M | Buy |
36,578
+28
| +0.1% | +$1.52K | 1.23% | 22 |
|
2021
Q1 | $1.93M | Buy |
36,550
+29,300
| +404% | +$1.54M | 1.27% | 22 |
|
2020
Q4 | $398K | Sell |
7,250
-957
| -12% | -$52.5K | 0.24% | 38 |
|
2020
Q3 | $405K | Buy |
8,207
+3,482
| +74% | +$172K | 0.25% | 36 |
|
2020
Q2 | $211K | Hold |
4,725
| – | – | 0.16% | 39 |
|
2020
Q1 | $209K | Hold |
4,725
| – | – | 0.2% | 37 |
|
2019
Q4 | $262K | Hold |
4,725
| – | – | 0.14% | 49 |
|
2019
Q3 | $257K | Hold |
4,725
| – | – | 0.17% | 48 |
|
2019
Q2 | $241K | Buy |
4,725
+225
| +5% | +$11.5K | 0.22% | 46 |
|
2019
Q1 | $211K | Hold |
4,500
| – | – | 0.23% | 43 |
|
2018
Q4 | $213K | Hold |
4,500
| – | – | 0.23% | 43 |
|
2018
Q3 | $208K | Buy |
+4,500
| New | +$208K | 0.16% | 50 |
|
2018
Q1 | – | Sell |
-4,500
| Closed | -$206K | – | 56 |
|
2017
Q4 | $206K | Hold |
4,500
| – | – | 0.15% | 46 |
|
2017
Q3 | $203K | Hold |
4,500
| – | – | 0.15% | 46 |
|
2017
Q2 | $202K | Buy |
+4,500
| New | +$202K | 0.14% | 45 |
|
2017
Q1 | – | Sell |
-5,100
| Closed | -$211K | – | 44 |
|
2016
Q4 | $211K | Sell |
5,100
-3,900
| -43% | -$161K | 0.13% | 44 |
|
2016
Q3 | $381K | Hold |
9,000
| – | – | 0.23% | 43 |
|
2016
Q2 | $408K | Hold |
9,000
| – | – | 0.28% | 31 |
|
2016
Q1 | $418K | Hold |
9,000
| – | – | 0.25% | 34 |
|
2015
Q4 | $387K | Hold |
9,000
| – | – | 0.19% | 36 |
|
2015
Q3 | $361K | Hold |
9,000
| – | – | 0.17% | 39 |
|
2015
Q2 | $353K | Hold |
9,000
| – | – | 0.14% | 39 |
|
2015
Q1 | $365K | Sell |
9,000
-49
| -0.5% | -$1.99K | 0.12% | 40 |
|
2014
Q4 | $382K | Sell |
9,049
-99
| -1% | -$4.18K | 0.12% | 42 |
|
2014
Q3 | $390K | Buy |
9,148
+148
| +2% | +$6.31K | 0.13% | 44 |
|
2014
Q2 | $381K | Sell |
9,000
-5,600
| -38% | -$237K | 0.13% | 38 |
|
2014
Q1 | $564K | Hold |
14,600
| – | – | 0.18% | 40 |
|
2013
Q4 | $603K | Buy |
14,600
+1,600
| +12% | +$66.1K | 0.2% | 40 |
|
2013
Q3 | $492K | Hold |
13,000
| – | – | 0.17% | 46 |
|
2013
Q2 | $521K | Buy |
+13,000
| New | +$521K | 0.19% | 39 |
|