Horst & Graben Wealth Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $707K | Buy |
9,374
+40
| +0.4% | +$3.02K | 0.1% | 103 |
|
|
2025
Q4 | $653K | Buy |
9,334
+207
| +2% | +$14.4K | 0.1% | 102 |
|
|
2025
Q3 | $605K | Sell |
9,127
-17
| -0.2% | -$1.17K | 0.09% | 103 |
|
|
2025
Q2 | $647K | Buy |
9,144
+29
| +0.3% | +$2.07K | 0.11% | 93 |
|
|
2025
Q1 | $653K | Buy |
9,115
+216
| +2% | +$14.4K | 0.12% | 84 |
|
|
2024
Q4 | $554K | Buy |
8,899
+17
| +0.2% | +$1.11K | 0.1% | 91 |
|
|
2024
Q3 | $638K | Buy |
8,882
+330
| +4% | +$22.6K | 0.11% | 79 |
|
|
2024
Q2 | $544K | Sell |
8,552
-57
| -0.7% | -$3.53K | 0.1% | 83 |
|
|
2024
Q1 | $527K | Hold |
8,609
| – | – | 0.11% | 82 |
|
|
2023
Q4 | $507K | Buy |
8,609
+93
| +1% | +$5.28K | 0.11% | 79 |
|
|
2023
Q3 | $477K | Buy |
8,516
+44
| +0.5% | +$2.64K | 0.12% | 76 |
|
|
2023
Q2 | $510K | Buy |
8,472
+46
| +0.5% | +$2.86K | 0.12% | 70 |
|
|
2023
Q1 | $523K | Sell |
8,426
-383
| -4% | -$23.2K | 0.13% | 72 |
|
|
2022
Q4 | $560K | Buy |
8,809
+98
| +1% | +$5.92K | 0.15% | 76 |
|
|
2022
Q3 | $488K | Buy |
8,711
+45
| +0.5% | +$2.8K | 0.14% | 75 |
|
|
2022
Q2 | $545K | Buy |
8,666
+107
| +1% | +$6.78K | 0.15% | 72 |
|
|
2022
Q1 | $531K | Hold |
8,559
| – | – | 0.13% | 79 |
|
|
2021
Q4 | $507K | Buy |
8,559
+128
| +2% | +$7.13K | 0.13% | 79 |
|
|
2021
Q3 | $442K | Buy |
8,431
+3
| +0% | +$167 | 0.12% | 86 |
|
|
2021
Q2 | $456K | Buy |
8,428
+12
| +0.1% | +$653 | 0.13% | 84 |
|
|
2021
Q1 | $444K | Hold |
8,416
| – | – | 0.14% | 85 |
|
|
2020
Q4 | $462K | Buy |
8,416
+24
| +0.3% | +$1.24K | 0.16% | 73 |
|
|
2020
Q3 | $414K | Buy |
8,392
+14
| +0.2% | +$673 | 0.16% | 73 |
|
|
2020
Q2 | $374K | Sell |
8,378
-197
| -2% | -$9.07K | 0.16% | 70 |
|
|
2020
Q1 | $379K | Buy |
+8,575
| New | +$463K | 0.2% | 63 |
|
Other funds holding KO
VCM
VPM
