Kingsview 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 | $8.54M | Buy |
120,657
+47,528
| +65% | +$3.36M | 0.14% | 151 |
|
|
2025
Q1 | $5.24M | Sell |
73,129
-1,547
| -2% | -$111K | 0.1% | 210 |
|
|
2024
Q4 | $4.65M | Buy |
74,676
+1,491
| +2% | +$92.8K | 0.09% | 213 |
|
|
2024
Q3 | $5.26M | Buy |
73,185
+4,198
| +6% | +$302K | 0.11% | 196 |
|
|
2024
Q2 | $4.39M | Sell |
68,987
-1,626
| -2% | -$103K | 0.1% | 196 |
|
|
2024
Q1 | $4.32M | Sell |
70,613
-68,755
| -49% | -$4.21M | 0.11% | 188 |
|
|
2023
Q4 | $8.21M | Buy |
139,368
+21,030
| +18% | +$1.24M | 0.25% | 98 |
|
|
2023
Q3 | $6.62M | Buy |
118,338
+5,885
| +5% | +$329K | 0.24% | 99 |
|
|
2023
Q2 | $6.77M | Buy |
112,453
+54,293
| +93% | +$3.27M | 0.27% | 89 |
|
|
2023
Q1 | $3.61M | Sell |
58,160
-42,777
| -42% | -$2.65M | 0.15% | 152 |
|
|
2022
Q4 | $6.42M | Sell |
100,937
-91,167
| -47% | -$5.8M | 0.28% | 88 |
|
|
2022
Q3 | $10.8M | Buy |
192,104
+135,432
| +239% | +$7.59M | 0.51% | 38 |
|
|
2022
Q2 | $3.57M | Buy |
56,672
+3,568
| +7% | +$224K | 0.17% | 135 |
|
|
2022
Q1 | $3.29M | Buy |
53,104
+1,456
| +3% | +$90.3K | 0.14% | 157 |
|
|
2021
Q4 | $3.06M | Buy |
51,648
+518
| +1% | +$30.7K | 0.13% | 175 |
|
|
2021
Q3 | $2.68M | Buy |
51,130
+1,526
| +3% | +$80.1K | 0.13% | 177 |
|
|
2021
Q2 | $2.68M | Buy |
49,604
+1,033
| +2% | +$55.7K | 0.13% | 172 |
|
|
2021
Q1 | $2.55M | Buy |
48,571
+294
| +0.6% | +$15.4K | 0.14% | 153 |
|
|
2020
Q4 | $2.65M | Buy |
48,277
+1,951
| +4% | +$107K | 0.19% | 122 |
|
|
2020
Q3 | $2.29M | Sell |
46,326
-171
| -0.4% | -$8.44K | 0.2% | 120 |
|
|
2020
Q2 | $2.08M | Buy |
46,497
+1,793
| +4% | +$80.1K | 0.21% | 122 |
|
|
2020
Q1 | $1.98M | Buy |
44,704
+3,721
| +9% | +$165K | 0.27% | 104 |
|
|
2019
Q4 | $2.27M | Buy |
40,983
+6,674
| +19% | +$369K | 0.28% | 99 |
|
|
2019
Q3 | $1.87M | Buy |
34,309
+4,092
| +14% | +$223K | 0.29% | 98 |
|
|
2019
Q2 | $1.54M | Buy |
30,217
+2,038
| +7% | +$104K | 0.26% | 110 |
|
|
2019
Q1 | $1.32M | Buy |
28,179
+2,696
| +11% | +$126K | 0.2% | 137 |
|
|
2018
Q4 | $1.21M | Sell |
25,483
-247
| -1% | -$11.7K | 0.26% | 116 |
|
|
2018
Q3 | $1.19M | Buy |
25,730
+1,167
| +5% | +$53.9K | 0.24% | 125 |
|
|
2018
Q2 | $1.08M | Sell |
24,563
-92
| -0.4% | -$4.03K | 0.26% | 116 |
|
|
2018
Q1 | $1.07M | Buy |
24,655
+19,568
| +385% | +$850K | 0.27% | 111 |
|
|
2017
Q4 | $233K | Buy |
+5,087
| New | +$233K | 0.08% | 279 |
|