Jeppson 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 | $625K | Sell |
8,832
-40
| -0.5% | -$2.83K | 0.22% | 103 |
|
|
2025
Q1 | $635K | Sell |
8,872
-59
| -0.7% | -$4.23K | 0.23% | 101 |
|
|
2024
Q4 | $556K | Sell |
8,931
-50
| -0.6% | -$3.11K | 0.2% | 113 |
|
|
2024
Q3 | $645K | Sell |
8,981
-115
| -1% | -$8.26K | 0.23% | 99 |
|
|
2024
Q2 | $579K | Sell |
9,096
-276
| -3% | -$17.6K | 0.22% | 103 |
|
|
2024
Q1 | $573K | Sell |
9,372
-440
| -4% | -$26.9K | 0.22% | 106 |
|
|
2023
Q4 | $578K | Buy |
9,812
+535
| +6% | +$31.5K | 0.24% | 100 |
|
|
2023
Q3 | $519K | Hold |
9,277
| – | – | 0.24% | 106 |
|
|
2023
Q2 | $559K | Sell |
9,277
-405
| -4% | -$24.4K | 0.24% | 101 |
|
|
2023
Q1 | $601K | Buy |
9,682
+75
| +0.8% | +$4.65K | 0.26% | 96 |
|
|
2022
Q4 | $611K | Hold |
9,607
| – | – | 0.26% | 91 |
|
|
2022
Q3 | $538K | Sell |
9,607
-24
| -0.2% | -$1.34K | 0.24% | 93 |
|
|
2022
Q2 | $606K | Buy |
9,631
+4,554
| +90% | +$287K | 0.26% | 88 |
|
|
2022
Q1 | $314K | Buy |
5,077
+38
| +0.8% | +$2.35K | 0.15% | 126 |
|
|
2021
Q4 | $298K | Hold |
5,039
| – | – | 0.14% | 123 |
|
|
2021
Q3 | $264K | Hold |
5,039
| – | – | 0.14% | 125 |
|
|
2021
Q2 | $272K | Buy |
5,039
+200
| +4% | +$10.8K | 0.15% | 123 |
|
|
2021
Q1 | $255K | Hold |
4,839
| – | – | 0.15% | 121 |
|
|
2020
Q4 | $265K | Hold |
4,839
| – | – | 0.18% | 111 |
|
|
2020
Q3 | $239K | Buy |
+4,839
| New | +$239K | 0.19% | 102 |
|