Institute for 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $695K | Buy |
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|
2025
Q2 | $724K | Sell |
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|
2025
Q1 | $752K | Sell |
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|
2024
Q4 | $666K | Buy |
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|
2024
Q3 | $766K | Sell |
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|
2024
Q2 | $715K | Buy |
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|
2024
Q1 | $472K | Buy |
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|
2023
Q4 | $364K | Sell |
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|
2023
Q3 | $380K | Sell |
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|
2023
Q2 | $412K | Buy |
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|
2023
Q1 | $424K | Sell |
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|
2022
Q4 | $460K | Buy |
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|
2022
Q3 | $397K | Buy |
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|
2022
Q2 | $444K | Sell |
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|
2022
Q1 | $478K | Sell |
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|
2021
Q4 | $459K | Buy |
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|
2021
Q3 | $407K | Sell |
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|
2021
Q2 | $424K | Buy |
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|
2021
Q1 | $413K | Sell |
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|
2020
Q4 | $432K | Buy |
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|
2020
Q3 | $370K | Sell |
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|
2020
Q2 | $629K | Buy |
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|
2020
Q1 | $580K | Sell |
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|
2019
Q4 | $733K | Buy |
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|
2019
Q3 | $698K | Sell |
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|
2019
Q2 | $2.17M | Buy |
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|
2019
Q1 | $1.99M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.99M | Sell |
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|
2018
Q2 | $1.94M | Buy |
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|
2018
Q1 | $1.89M | Buy |
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|
2017
Q4 | $1.01M | Sell |
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|
2017
Q3 | $2.01M | Buy |
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|
2017
Q2 | $1.92M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $63K | Buy |
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