KMWM
Keudell/Morrison Wealth Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $727K | Sell |
10,276
-835
| -8% | -$59.1K | 0.16% | 87 |
|
|
2025
Q1 | $796K | Buy |
11,111
+18
| +0.2% | +$1.29K | 0.19% | 77 |
|
|
2024
Q4 | $691K | Buy |
11,093
+449
| +4% | +$28K | 0.18% | 87 |
|
|
2024
Q3 | $765K | Sell |
10,644
-14
| -0.1% | -$1.01K | 0.21% | 84 |
|
|
2024
Q2 | $678K | Sell |
10,658
-933
| -8% | -$59.4K | 0.2% | 91 |
|
|
2024
Q1 | $709K | Buy |
11,591
+250
| +2% | +$15.3K | 0.21% | 85 |
|
|
2023
Q4 | $668K | Buy |
11,341
+145
| +1% | +$8.55K | 0.22% | 87 |
|
|
2023
Q3 | $627K | Sell |
11,196
-796
| -7% | -$44.6K | 0.19% | 83 |
|
|
2023
Q2 | $722K | Sell |
11,992
-290
| -2% | -$17.5K | 0.21% | 77 |
|
|
2023
Q1 | $762K | Buy |
12,282
+1,899
| +18% | +$118K | 0.22% | 75 |
|
|
2022
Q4 | $660K | Buy |
10,383
+148
| +1% | +$9.41K | 0.21% | 83 |
|
|
2022
Q3 | $573K | Sell |
10,235
-690
| -6% | -$38.6K | 0.21% | 87 |
|
|
2022
Q2 | $687K | Sell |
10,925
-163
| -1% | -$10.3K | 0.25% | 82 |
|
|
2022
Q1 | $687K | Sell |
11,088
-2,186
| -16% | -$135K | 0.29% | 81 |
|
|
2021
Q4 | $786K | Sell |
13,274
-1,170
| -8% | -$69.3K | 0.31% | 72 |
|
|
2021
Q3 | $758K | Sell |
14,444
-250
| -2% | -$13.1K | 0.33% | 73 |
|
|
2021
Q2 | $795K | Buy |
14,694
+1
| +0% | +$54 | 0.44% | 70 |
|
|
2021
Q1 | $774K | Sell |
14,693
-1,563
| -10% | -$82.3K | 0.45% | 65 |
|
|
2020
Q4 | $891K | Sell |
16,256
-849
| -5% | -$46.5K | 0.57% | 57 |
|
|
2020
Q3 | $844K | Sell |
17,105
-767
| -4% | -$37.8K | 0.54% | 55 |
|
|
2020
Q2 | $799K | Sell |
17,872
-1,320
| -7% | -$59K | 0.66% | 53 |
|
|
2020
Q1 | $849K | Buy |
19,192
+1,701
| +10% | +$75.2K | 0.83% | 41 |
|
|
2019
Q4 | $968K | Sell |
17,491
-1,030
| -6% | -$57K | 0.67% | 48 |
|
|
2019
Q3 | $1.01M | Sell |
18,521
-1,622
| -8% | -$88.3K | 0.83% | 43 |
|
|
2019
Q2 | $1.07M | Buy |
20,143
+417
| +2% | +$22.2K | 0.94% | 37 |
|
|
2019
Q1 | $924K | Buy |
+19,726
| New | +$924K | 0.81% | 43 |
|