IHT 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 | $5.07M | Buy |
71,670
+3,811
| +6% | +$270K | 0.14% | 147 |
|
|
2025
Q1 | $4.86M | Sell |
67,859
-2,213
| -3% | -$158K | 0.15% | 137 |
|
|
2024
Q4 | $4.36M | Sell |
70,072
-18,682
| -21% | -$1.16M | 0.14% | 142 |
|
|
2024
Q3 | $6.37M | Buy |
88,754
+19,519
| +28% | +$1.4M | 0.18% | 113 |
|
|
2024
Q2 | $4.41M | Buy |
69,235
+1,887
| +3% | +$120K | 0.16% | 124 |
|
|
2024
Q1 | $4.12M | Buy |
67,348
+350
| +0.5% | +$21.4K | 0.17% | 126 |
|
|
2023
Q4 | $3.95M | Sell |
66,998
-564
| -0.8% | -$33.2K | 0.18% | 118 |
|
|
2023
Q3 | $3.78M | Sell |
67,562
-427
| -0.6% | -$23.9K | 0.19% | 111 |
|
|
2023
Q2 | $4.09M | Sell |
67,989
-5,743
| -8% | -$346K | 0.21% | 98 |
|
|
2023
Q1 | $4.57M | Buy |
73,732
+3,903
| +6% | +$242K | 0.26% | 83 |
|
|
2022
Q4 | $4.44M | Buy |
69,829
+368
| +0.5% | +$23.4K | 0.28% | 81 |
|
|
2022
Q3 | $3.89M | Buy |
69,461
+21,031
| +43% | +$1.18M | 0.3% | 70 |
|
|
2022
Q2 | $3.05M | Buy |
48,430
+3,748
| +8% | +$236K | 0.27% | 81 |
|
|
2022
Q1 | $2.77M | Buy |
44,682
+2,127
| +5% | +$132K | 0.21% | 101 |
|
|
2021
Q4 | $2.52M | Buy |
42,555
+1,121
| +3% | +$66.4K | 0.19% | 116 |
|
|
2021
Q3 | $2.17M | Sell |
41,434
-4,593
| -10% | -$241K | 0.18% | 128 |
|
|
2021
Q2 | $2.49M | Sell |
46,027
-3,171
| -6% | -$172K | 0.16% | 133 |
|
|
2021
Q1 | $2.59M | Sell |
49,198
-3,810
| -7% | -$201K | 0.19% | 120 |
|
|
2020
Q4 | $2.91M | Buy |
53,008
+1,954
| +4% | +$107K | 0.24% | 95 |
|
|
2020
Q3 | $2.52M | Buy |
51,054
+7,878
| +18% | +$389K | 0.25% | 95 |
|
|
2020
Q2 | $1.93M | Sell |
43,176
-2,826
| -6% | -$126K | 0.26% | 89 |
|
|
2020
Q1 | $2.04M | Sell |
46,002
-16,135
| -26% | -$714K | 0.29% | 86 |
|
|
2019
Q4 | $3.44M | Buy |
62,137
+9,697
| +18% | +$537K | 0.41% | 53 |
|
|
2019
Q3 | $2.85M | Buy |
52,440
+5,979
| +13% | +$324K | 0.39% | 57 |
|
|
2019
Q2 | $2.38M | Buy |
46,461
+5,221
| +13% | +$267K | 0.35% | 66 |
|
|
2019
Q1 | $1.93M | Sell |
41,240
-2,737
| -6% | -$128K | 0.32% | 79 |
|
|
2018
Q4 | $2.08M | Buy |
43,977
+7,984
| +22% | +$378K | 0.4% | 62 |
|
|
2018
Q3 | $1.66M | Buy |
35,993
+5,753
| +19% | +$266K | 0.36% | 67 |
|
|
2018
Q2 | $1.33M | Buy |
30,240
+10,479
| +53% | +$459K | 0.34% | 75 |
|
|
2018
Q1 | $843K | Sell |
19,761
-824
| -4% | -$35.2K | 0.23% | 112 |
|
|
2017
Q4 | $947K | Buy |
20,585
+4,189
| +26% | +$193K | 0.25% | 109 |
|
|
2017
Q3 | $745K | Buy |
16,396
+1,190
| +8% | +$54.1K | 0.32% | 83 |
|
|
2017
Q2 | $333 | Buy |
15,206
+3,463
| +29% | +$76 | 0.16% | 154 |
|
|
2017
Q1 | $500K | Buy |
11,743
+720
| +7% | +$30.7K | 0.33% | 72 |
|
|
2016
Q4 | $461K | Buy |
+11,023
| New | +$461K | 0.35% | 68 |
|