MWM
Marietta Wealth Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $385K | Sell |
5,442
-234
| -4% | -$16.6K | 0.05% | 106 |
|
|
2025
Q1 | $407K | Sell |
5,676
-570
| -9% | -$40.8K | 0.06% | 97 |
|
|
2024
Q4 | $389K | Buy |
6,246
+20
| +0.3% | +$1.25K | 0.06% | 99 |
|
|
2024
Q3 | $447K | Sell |
6,226
-1,000
| -14% | -$71.9K | 0.07% | 97 |
|
|
2024
Q2 | $460K | Buy |
7,226
+1,358
| +23% | +$86.4K | 0.07% | 94 |
|
|
2024
Q1 | $359K | Hold |
5,868
| – | – | 0.06% | 96 |
|
|
2023
Q4 | $346K | Buy |
+5,868
| New | +$346K | 0.06% | 97 |
|
|
2023
Q1 | – | Sell |
-3,278
| Closed | -$209K | – | 110 |
|
|
2022
Q4 | $209K | Buy |
+3,278
| New | +$209K | 0.05% | 106 |
|
|
2022
Q3 | – | Sell |
-3,388
| Closed | -$213K | – | 108 |
|
|
2022
Q2 | $213K | Buy |
+3,388
| New | +$213K | 0.05% | 107 |
|
|
2018
Q1 | – | Sell |
-6,000
| Closed | -$275K | – | 122 |
|
|
2017
Q4 | $275K | Sell |
6,000
-5,430
| -48% | -$249K | 0.15% | 101 |
|
|
2017
Q3 | $514K | Sell |
11,430
-122
| -1% | -$5.49K | 0.29% | 87 |
|
|
2017
Q2 | $518K | Sell |
11,552
-1,849
| -14% | -$82.9K | 0.31% | 88 |
|
|
2017
Q1 | $569K | Buy |
13,401
+1,306
| +11% | +$55.5K | 0.38% | 82 |
|
|
2016
Q4 | $501K | Buy |
+12,095
| New | +$501K | 0.4% | 83 |
|