Massachusetts 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 | $2.48M | Buy |
35,121
+415
| +1% | +$29.4K | 1.4% | 28 |
|
|
2025
Q1 | $2.49M | Sell |
34,706
-50
| -0.1% | -$3.58K | 1.7% | 16 |
|
|
2024
Q4 | $2.16M | Buy |
34,756
+125
| +0.4% | +$7.78K | 1.34% | 30 |
|
|
2024
Q3 | $2.49M | Buy |
34,631
+1,900
| +6% | +$137K | 1.57% | 22 |
|
|
2024
Q2 | $2.08M | Buy |
32,731
+425
| +1% | +$27.1K | 1.4% | 27 |
|
|
2024
Q1 | $1.98M | Buy |
32,306
+1,225
| +4% | +$74.9K | 1.39% | 26 |
|
|
2023
Q4 | $1.83M | Buy |
31,081
+358
| +1% | +$21.1K | 1.48% | 23 |
|
|
2023
Q3 | $1.72M | Buy |
30,723
+750
| +3% | +$42K | 1.58% | 17 |
|
|
2023
Q2 | $1.8M | Buy |
29,973
+758
| +3% | +$45.6K | 1.73% | 14 |
|
|
2023
Q1 | $1.81M | Sell |
29,215
-1,658
| -5% | -$103K | 1.87% | 15 |
|
|
2022
Q4 | $1.89M | Buy |
+30,873
| New | +$1.89M | 1.83% | 18 |
|