Jessup 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 | $237K | Buy |
3,347
+12
| +0.4% | +$849 | 0.1% | 70 |
|
|
2025
Q1 | $239K | Buy |
+3,335
| New | +$239K | 0.1% | 64 |
|
|
2023
Q3 | – | Sell |
-5,378
| Closed | -$324K | – | 65 |
|
|
2023
Q2 | $324K | Sell |
5,378
-834
| -13% | -$50.2K | 0.17% | 49 |
|
|
2023
Q1 | $385K | Buy |
6,212
+2,549
| +70% | +$158K | 0.23% | 52 |
|
|
2022
Q4 | $233K | Buy |
+3,663
| New | +$233K | 0.15% | 56 |
|