Marcum Wealth’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.41M | Buy |
19,618
+1,541
| +9% | +$110K | 0.12% | 85 |
|
|
2024
Q4 | $1.13M | Buy |
18,077
+313
| +2% | +$19.5K | 0.1% | 99 |
|
|
2024
Q3 | $1.28M | Sell |
17,764
-23
| -0.1% | -$1.65K | 0.12% | 89 |
|
|
2024
Q2 | $1.13M | Sell |
17,787
-2,068
| -10% | -$132K | 0.11% | 90 |
|
|
2024
Q1 | $1.21M | Sell |
19,855
-480
| -2% | -$29.4K | 0.12% | 87 |
|
|
2023
Q4 | $1.2M | Sell |
20,335
-3,704
| -15% | -$218K | 0.13% | 84 |
|
|
2023
Q3 | $1.35M | Buy |
24,039
+1,388
| +6% | +$77.7K | 0.16% | 70 |
|
|
2023
Q2 | $1.36M | Buy |
22,651
+2,951
| +15% | +$178K | 0.16% | 70 |
|
|
2023
Q1 | $1.22M | Buy |
19,700
+553
| +3% | +$34.3K | 0.15% | 73 |
|
|
2022
Q4 | $1.22M | Sell |
19,147
-212
| -1% | -$13.5K | 0.16% | 69 |
|
|
2022
Q3 | $1.08M | Buy |
19,359
+851
| +5% | +$47.7K | 0.16% | 75 |
|
|
2022
Q2 | $1.16M | Sell |
18,508
-2,209
| -11% | -$139K | 0.17% | 75 |
|
|
2022
Q1 | $1.28M | Buy |
20,717
+1,010
| +5% | +$62.6K | 0.18% | 74 |
|
|
2021
Q4 | $1.17M | Sell |
19,707
-184
| -0.9% | -$10.9K | 0.16% | 91 |
|
|
2021
Q3 | $1.04M | Buy |
19,891
+1,228
| +7% | +$64.5K | 0.16% | 89 |
|
|
2021
Q2 | $1.01M | Sell |
18,663
-2,264
| -11% | -$123K | 0.16% | 93 |
|
|
2021
Q1 | $1.1M | Buy |
20,927
+12,731
| +155% | +$671K | 0.18% | 76 |
|
|
2020
Q4 | $449K | Buy |
8,196
+1,246
| +18% | +$68.3K | 0.11% | 71 |
|
|
2020
Q3 | $343K | Sell |
6,950
-108
| -2% | -$5.33K | 0.11% | 72 |
|
|
2020
Q2 | $315K | Buy |
7,058
+372
| +6% | +$16.6K | 0.1% | 85 |
|
|
2020
Q1 | $296K | Buy |
6,686
+919
| +16% | +$40.7K | 0.11% | 62 |
|
|
2019
Q4 | $319K | Buy |
+5,767
| New | +$319K | 0.12% | 76 |
|