Inlet Private Wealth’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 | $556K | Hold |
7,853
| – | – | 0.14% | 103 |
|
|
2025
Q1 | $562K | Hold |
7,853
| – | – | 0.15% | 98 |
|
|
2024
Q4 | $489K | Sell |
7,853
-1,000
| -11% | -$62.3K | 0.13% | 100 |
|
|
2024
Q3 | $636K | Sell |
8,853
-560
| -6% | -$40.2K | 0.16% | 95 |
|
|
2024
Q2 | $599K | Buy |
9,413
+1,677
| +22% | +$107K | 0.16% | 92 |
|
|
2024
Q1 | $473K | Hold |
7,736
| – | – | 0.13% | 96 |
|
|
2023
Q4 | $456K | Sell |
7,736
-1,500
| -16% | -$88.4K | 0.14% | 96 |
|
|
2023
Q3 | $517K | Sell |
9,236
-4,963
| -35% | -$278K | 0.17% | 94 |
|
|
2023
Q2 | $855K | Hold |
14,199
| – | – | 0.22% | 82 |
|
|
2023
Q1 | $881K | Sell |
14,199
-900
| -6% | -$55.8K | 0.23% | 80 |
|
|
2022
Q4 | $960K | Buy |
15,099
+3,095
| +26% | +$197K | 0.25% | 77 |
|
|
2022
Q3 | $672K | Buy |
12,004
+13
| +0.1% | +$728 | 0.2% | 82 |
|
|
2022
Q2 | $754K | Buy |
11,991
+13
| +0.1% | +$817 | 0.22% | 83 |
|
|
2022
Q1 | $743K | Buy |
11,978
+110
| +0.9% | +$6.82K | 0.19% | 88 |
|
|
2021
Q4 | $703K | Buy |
11,868
+14
| +0.1% | +$829 | 0.17% | 97 |
|
|
2021
Q3 | $622K | Buy |
11,854
+14
| +0.1% | +$735 | 0.17% | 97 |
|
|
2021
Q2 | $641K | Buy |
11,840
+14
| +0.1% | +$758 | 0.17% | 94 |
|
|
2021
Q1 | $623K | Hold |
11,826
| – | – | 0.18% | 92 |
|
|
2020
Q4 | $649K | Hold |
11,826
| – | – | 0.21% | 85 |
|
|
2020
Q3 | $584K | Hold |
11,826
| – | – | 0.23% | 84 |
|
|
2020
Q2 | $528K | Hold |
11,826
| – | – | 0.21% | 86 |
|
|
2020
Q1 | $523K | Hold |
11,826
| – | – | 0.24% | 80 |
|
|
2019
Q4 | $655K | Hold |
11,826
| – | – | 0.22% | 88 |
|
|
2019
Q3 | $644K | Hold |
11,826
| – | – | 0.24% | 88 |
|
|
2019
Q2 | $616K | Hold |
11,826
| – | – | 0.22% | 91 |
|
|
2019
Q1 | $554K | Buy |
11,826
+1,566
| +15% | +$73.4K | 0.22% | 97 |
|
|
2018
Q4 | $486K | Buy |
+10,260
| New | +$486K | 0.26% | 78 |
|