IFWM
Institute for Wealth Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $724K | Sell |
10,236
-263
| -3% | -$18.6K | 0.08% | 247 |
|
|
2025
Q1 | $752K | Sell |
10,499
-205
| -2% | -$14.7K | 0.1% | 234 |
|
|
2024
Q4 | $666K | Buy |
10,704
+50
| +0.5% | +$3.11K | 0.08% | 239 |
|
|
2024
Q3 | $766K | Sell |
10,654
-578
| -5% | -$41.5K | 0.1% | 219 |
|
|
2024
Q2 | $715K | Buy |
11,232
+3,516
| +46% | +$224K | 0.1% | 216 |
|
|
2024
Q1 | $472K | Buy |
7,716
+1,538
| +25% | +$94.1K | 0.06% | 299 |
|
|
2023
Q4 | $364K | Sell |
6,178
-611
| -9% | -$36K | 0.06% | 328 |
|
|
2023
Q3 | $380K | Sell |
6,789
-47
| -0.7% | -$2.63K | 0.07% | 298 |
|
|
2023
Q2 | $412K | Buy |
6,836
+3
| +0% | +$181 | 0.07% | 293 |
|
|
2023
Q1 | $424K | Sell |
6,833
-401
| -6% | -$24.9K | 0.08% | 283 |
|
|
2022
Q4 | $460K | Buy |
7,234
+148
| +2% | +$9.41K | 0.1% | 267 |
|
|
2022
Q3 | $397K | Buy |
7,086
+24
| +0.3% | +$1.35K | 0.09% | 281 |
|
|
2022
Q2 | $444K | Sell |
7,062
-646
| -8% | -$40.6K | 0.09% | 296 |
|
|
2022
Q1 | $478K | Sell |
7,708
-52
| -0.7% | -$3.23K | 0.08% | 299 |
|
|
2021
Q4 | $459K | Buy |
7,760
+11
| +0.1% | +$651 | 0.07% | 293 |
|
|
2021
Q3 | $407K | Sell |
7,749
-96
| -1% | -$5.04K | 0.07% | 307 |
|
|
2021
Q2 | $424K | Buy |
7,845
+5
| +0.1% | +$270 | 0.07% | 304 |
|
|
2021
Q1 | $413K | Sell |
7,840
-37
| -0.5% | -$1.95K | 0.08% | 297 |
|
|
2020
Q4 | $432K | Buy |
7,877
+375
| +5% | +$20.6K | 0.09% | 273 |
|
|
2020
Q3 | $370K | Sell |
7,502
-6,587
| -47% | -$325K | 0.08% | 277 |
|
|
2020
Q2 | $629K | Buy |
14,089
+990
| +8% | +$44.2K | 0.15% | 184 |
|
|
2020
Q1 | $580K | Sell |
13,099
-141
| -1% | -$6.24K | 0.18% | 153 |
|
|
2019
Q4 | $733K | Buy |
13,240
+427
| +3% | +$23.6K | 0.17% | 179 |
|
|
2019
Q3 | $698K | Sell |
12,813
-29,890
| -70% | -$1.63M | 0.18% | 171 |
|
|
2019
Q2 | $2.17M | Buy |
42,703
+234
| +0.6% | +$11.9K | 0.48% | 43 |
|
|
2019
Q1 | $1.99M | Buy |
+42,469
| New | +$1.99M | 0.43% | 50 |
|
|
2018
Q4 | – | Sell |
-43,433
| Closed | -$1.99M | – | 304 |
|
|
2018
Q3 | $1.99M | Sell |
43,433
-884
| -2% | -$40.5K | 0.67% | 39 |
|
|
2018
Q2 | $1.94M | Buy |
44,317
+580
| +1% | +$25.4K | 0.62% | 47 |
|
|
2018
Q1 | $1.89M | Buy |
43,737
+21,663
| +98% | +$936K | 0.56% | 49 |
|
|
2017
Q4 | $1.01M | Sell |
22,074
-22,546
| -51% | -$1.03M | 0.23% | 127 |
|
|
2017
Q3 | $2.01M | Buy |
44,620
+1,914
| +4% | +$86.2K | 0.65% | 38 |
|
|
2017
Q2 | $1.92M | Buy |
+42,706
| New | +$1.92M | 0.53% | 40 |
|
|
2013
Q3 | – | Sell |
-1,578
| Closed | -$63K | – | 92 |
|
|
2013
Q2 | $63K | Buy |
+1,578
| New | +$63K | 0.05% | 51 |
|