Johnson & White 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 | $1.01M | Sell |
14,238
-52
| -0.4% | -$3.68K | 0.51% | 45 |
|
|
2025
Q1 | $1.02M | Buy |
14,290
+293
| +2% | +$21K | 0.57% | 42 |
|
|
2024
Q4 | $866K | Buy |
+13,997
| New | +$866K | 0.52% | 44 |
|
|
2024
Q2 | – | Sell |
-12,179
| Closed | -$745K | – | 70 |
|
|
2024
Q1 | $745K | Buy |
12,179
+1,357
| +13% | +$83K | 0.54% | 47 |
|
|
2023
Q4 | $638K | Buy |
10,822
+650
| +6% | +$38.3K | 0.53% | 45 |
|
|
2023
Q3 | $569K | Buy |
+10,172
| New | +$569K | 0.51% | 47 |
|
|
2023
Q2 | – | Sell |
-10,007
| Closed | -$621K | – | 56 |
|
|
2023
Q1 | $621K | Buy |
+10,007
| New | +$621K | 0.55% | 44 |
|
|
2022
Q4 | – | Sell |
-9,964
| Closed | -$558K | – | 101 |
|
|
2022
Q3 | $558K | Buy |
+9,964
| New | +$558K | 0.63% | 37 |
|