Kerntke Otto McGlone Wealth Management Group’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 | $350K | Sell |
4,944
-77
| -2% | -$5.45K | 0.28% | 56 |
|
|
2025
Q1 | $360K | Sell |
5,021
-500
| -9% | -$35.8K | 0.31% | 50 |
|
|
2024
Q4 | $344K | Buy |
5,521
+12
| +0.2% | +$747 | 0.25% | 55 |
|
|
2024
Q3 | $396K | Sell |
5,509
-37
| -0.7% | -$2.66K | 0.33% | 47 |
|
|
2024
Q2 | $353K | Sell |
5,546
-211
| -4% | -$13.4K | 0.33% | 50 |
|
|
2024
Q1 | $352K | Sell |
5,757
-193
| -3% | -$11.8K | 0.35% | 48 |
|
|
2023
Q4 | $351K | Buy |
5,950
+222
| +4% | +$13.1K | 0.35% | 46 |
|
|
2023
Q3 | $321K | Buy |
5,728
+326
| +6% | +$18.3K | 0.33% | 47 |
|
|
2023
Q2 | $325K | Buy |
5,402
+9
| +0.2% | +$541 | 0.32% | 47 |
|
|
2023
Q1 | $335K | Sell |
5,393
-1
| -0% | -$62 | 0.34% | 47 |
|
|
2022
Q4 | $343K | Buy |
5,394
+34
| +0.6% | +$2.16K | 0.39% | 42 |
|
|
2022
Q3 | $300K | Buy |
5,360
+38
| +0.7% | +$2.13K | 0.45% | 42 |
|
|
2022
Q2 | $335K | Buy |
+5,322
| New | +$335K | 0.5% | 38 |
|
|
2022
Q1 | – | Sell |
-5,359
| Closed | -$317K | – | 55 |
|
|
2021
Q4 | $317K | Buy |
+5,359
| New | +$317K | 0.39% | 46 |
|
|
2021
Q3 | – | Sell |
-15,587
| Closed | -$843K | – | 92 |
|
|
2021
Q2 | $843K | Sell |
15,587
-3,404
| -18% | -$184K | 0.34% | 50 |
|
|
2021
Q1 | $1M | Sell |
18,991
-2,575
| -12% | -$136K | 0.53% | 39 |
|
|
2020
Q4 | $1.18M | Sell |
21,566
-953
| -4% | -$52.3K | 0.7% | 35 |
|
|
2020
Q3 | $1.11M | Sell |
22,519
-166
| -0.7% | -$8.2K | 0.82% | 31 |
|
|
2020
Q2 | $1.01M | Buy |
22,685
+1,591
| +8% | +$71.1K | 0.93% | 27 |
|
|
2020
Q1 | $933K | Buy |
21,094
+4,397
| +26% | +$194K | 1.04% | 24 |
|
|
2019
Q4 | $924K | Buy |
+16,697
| New | +$924K | 0.78% | 34 |
|