King 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 | $736K | Buy |
10,404
+8
| +0.1% | +$566 | 0.1% | 78 |
|
|
2025
Q1 | $745K | Buy |
10,396
+246
| +2% | +$17.6K | 0.11% | 69 |
|
|
2024
Q4 | $632K | Buy |
10,150
+15
| +0.1% | +$934 | 0.09% | 80 |
|
|
2024
Q3 | $728K | Sell |
10,135
-186
| -2% | -$13.4K | 0.11% | 70 |
|
|
2024
Q2 | $657K | Buy |
10,321
+2
| +0% | +$127 | 0.11% | 73 |
|
|
2024
Q1 | $631K | Hold |
10,319
| – | – | 0.11% | 73 |
|
|
2023
Q4 | $608K | Buy |
10,319
+17
| +0.2% | +$1K | 0.12% | 72 |
|
|
2023
Q3 | $577K | Buy |
10,302
+1,032
| +11% | +$57.8K | 0.12% | 69 |
|
|
2023
Q2 | $558K | Buy |
9,270
+16
| +0.2% | +$963 | 0.11% | 74 |
|
|
2023
Q1 | $574K | Hold |
9,254
| – | – | 0.13% | 74 |
|
|
2022
Q4 | $589K | Sell |
9,254
-850
| -8% | -$54.1K | 0.14% | 74 |
|
|
2022
Q3 | $566K | Hold |
10,104
| – | – | 0.14% | 71 |
|
|
2022
Q2 | $636K | Sell |
10,104
-927
| -8% | -$58.4K | 0.15% | 69 |
|
|
2022
Q1 | $684K | Hold |
11,031
| – | – | 0.13% | 77 |
|
|
2021
Q4 | $653K | Sell |
11,031
-262
| -2% | -$15.5K | 0.12% | 88 |
|
|
2021
Q3 | $593K | Buy |
11,293
+927
| +9% | +$48.7K | 0.12% | 89 |
|
|
2021
Q2 | $561K | Buy |
10,366
+497
| +5% | +$26.9K | 0.11% | 89 |
|
|
2021
Q1 | $520K | Hold |
9,869
| – | – | 0.12% | 89 |
|
|
2020
Q4 | $541K | Hold |
9,869
| – | – | 0.13% | 90 |
|
|
2020
Q3 | $487K | Hold |
9,869
| – | – | 0.13% | 90 |
|
|
2020
Q2 | $441K | Hold |
9,869
| – | – | 0.13% | 90 |
|
|
2020
Q1 | $437K | Buy |
9,869
+904
| +10% | +$40K | 0.19% | 67 |
|
|
2019
Q4 | $496K | Hold |
8,965
| – | – | 0.13% | 71 |
|
|
2019
Q3 | $488K | Hold |
8,965
| – | – | 0.14% | 69 |
|
|
2019
Q2 | $456K | Hold |
8,965
| – | – | 0.14% | 72 |
|
|
2019
Q1 | $420K | Hold |
8,965
| – | – | 0.13% | 78 |
|
|
2018
Q4 | $424K | Hold |
8,965
| – | – | 0.15% | 72 |
|
|
2018
Q3 | $414K | Hold |
8,965
| – | – | 0.13% | 79 |
|
|
2018
Q2 | $393K | Buy |
8,965
+94
| +1% | +$4.12K | 0.13% | 77 |
|
|
2018
Q1 | $385K | Sell |
8,871
-31
| -0.3% | -$1.35K | 0.14% | 78 |
|
|
2017
Q4 | $408K | Sell |
8,902
-60
| -0.7% | -$2.75K | 0.14% | 79 |
|
|
2017
Q3 | $403K | Buy |
8,962
+11
| +0.1% | +$495 | 0.15% | 80 |
|
|
2017
Q2 | $401K | Sell |
8,951
-480
| -5% | -$21.5K | 0.16% | 81 |
|
|
2017
Q1 | $400K | Sell |
9,431
-50
| -0.5% | -$2.12K | 0.17% | 79 |
|
|
2016
Q4 | $393K | Buy |
9,481
+3,696
| +64% | +$153K | 0.18% | 75 |
|
|
2016
Q3 | $245K | Buy |
5,785
+100
| +2% | +$4.24K | 0.12% | 100 |
|
|
2016
Q2 | $258K | Hold |
5,685
| – | – | 0.14% | 85 |
|
|
2016
Q1 | $264K | Buy |
5,685
+6
| +0.1% | +$279 | 0.14% | 83 |
|
|
2015
Q4 | $244K | Sell |
5,679
-56
| -1% | -$2.41K | 0.13% | 90 |
|
|
2015
Q3 | $230K | Buy |
5,735
+66
| +1% | +$2.65K | 0.14% | 96 |
|
|
2015
Q2 | $222K | Sell |
5,669
-50
| -0.9% | -$1.96K | 0.12% | 101 |
|
|
2015
Q1 | $230K | Sell |
5,719
-3,750
| -40% | -$151K | 0.13% | 93 |
|
|
2014
Q4 | $400K | Buy |
9,469
+3,881
| +69% | +$164K | 0.21% | 69 |
|
|
2014
Q3 | $238K | Hold |
5,588
| – | – | 0.15% | 92 |
|
|
2014
Q2 | $235K | Hold |
5,588
| – | – | 0.14% | 99 |
|
|
2014
Q1 | $216K | Sell |
5,588
-11,960
| -68% | -$462K | 0.15% | 95 |
|
|
2013
Q4 | $725K | Hold |
17,548
| – | – | 0.41% | 58 |
|
|
2013
Q3 | $665K | Sell |
17,548
-337
| -2% | -$12.8K | 0.43% | 55 |
|
|
2013
Q2 | $717K | Buy |
+17,885
| New | +$717K | 0.5% | 50 |
|