Keebeck 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 | $460K | Buy |
6,452
+67
| +1% | +$4.78K | 0.06% | 214 |
|
|
2025
Q1 | $460K | Buy |
6,385
+567
| +10% | +$40.9K | 0.07% | 176 |
|
|
2024
Q4 | $362K | Buy |
5,818
+224
| +4% | +$13.9K | 0.05% | 192 |
|
|
2024
Q3 | $405K | Buy |
5,594
+630
| +13% | +$45.6K | 0.06% | 187 |
|
|
2024
Q2 | $318K | Hold |
4,964
| – | – | 0.05% | 216 |
|
|
2024
Q1 | $306K | Hold |
4,964
| – | – | 0.05% | 235 |
|
|
2023
Q4 | $293K | Buy |
4,964
+90
| +2% | +$5.3K | 0.05% | 230 |
|
|
2023
Q3 | $275K | Sell |
4,874
-60
| -1% | -$3.39K | 0.05% | 212 |
|
|
2023
Q2 | $299K | Sell |
4,934
-184
| -4% | -$11.2K | 0.04% | 218 |
|
|
2023
Q1 | $320K | Sell |
5,118
-113
| -2% | -$7.06K | 0.05% | 204 |
|
|
2022
Q4 | $333K | Buy |
5,231
+79
| +2% | +$5.03K | 0.06% | 186 |
|
|
2022
Q3 | $291K | Hold |
5,152
| – | – | 0.06% | 190 |
|
|
2022
Q2 | $326K | Sell |
5,152
-11,208
| -69% | -$709K | 0.06% | 188 |
|
|
2022
Q1 | $1.02M | Hold |
16,360
| – | – | 0.17% | 114 |
|
|
2021
Q4 | $969K | Hold |
16,360
| – | – | 0.17% | 110 |
|
|
2021
Q3 | $865K | Hold |
16,360
| – | – | 0.17% | 112 |
|
|
2021
Q2 | $892K | Hold |
16,360
| – | – | 0.13% | 127 |
|
|
2021
Q1 | $869K | Hold |
16,360
| – | – | 0.14% | 121 |
|
|
2020
Q4 | $897K | Hold |
16,360
| – | – | 0.16% | 105 |
|
|
2020
Q3 | $814K | Buy |
16,360
+50
| +0.3% | +$2.49K | 0.17% | 94 |
|
|
2020
Q2 | $735K | Hold |
16,310
| – | – | 0.23% | 87 |
|
|
2020
Q1 | $727K | Buy |
16,310
+2,000
| +14% | +$89.1K | 0.3% | 67 |
|
|
2019
Q4 | $792K | Buy |
+14,310
| New | +$792K | 0.25% | 71 |
|