MBL 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
Q2 | $634K | Buy |
8,968
+3,842
| +75% | +$272K | 0.06% | 127 |
|
|
2025
Q1 | $367K | Buy |
5,126
+543
| +12% | +$38.9K | 0.04% | 161 |
|
|
2024
Q4 | $285K | Sell |
4,583
-5
| -0.1% | -$311 | 0.03% | 180 |
|
|
2024
Q3 | $330K | Buy |
4,588
+80
| +2% | +$5.75K | 0.04% | 156 |
|
|
2024
Q2 | $287K | Sell |
4,508
-5,361
| -54% | -$341K | 0.03% | 163 |
|
|
2024
Q1 | $604K | Sell |
9,869
-1,215
| -11% | -$74.3K | 0.07% | 115 |
|
|
2023
Q4 | $653K | Buy |
11,084
+460
| +4% | +$27.1K | 0.08% | 101 |
|
|
2023
Q3 | $595K | Buy |
10,624
+770
| +8% | +$43.1K | 0.08% | 101 |
|
|
2023
Q2 | $593K | Buy |
9,854
+2,818
| +40% | +$170K | 0.08% | 101 |
|
|
2023
Q1 | $436K | Buy |
7,036
+3,869
| +122% | +$240K | 0.07% | 107 |
|
|
2022
Q4 | $201K | Buy |
+3,167
| New | +$201K | 0.04% | 156 |
|
|
2022
Q2 | – | Sell |
-5,580
| Closed | -$346K | – | 160 |
|
|
2022
Q1 | $346K | Buy |
+5,580
| New | +$346K | 0.08% | 124 |
|
|
2021
Q1 | $333K | Buy |
6,320
+588
| +10% | +$31K | 0.12% | 108 |
|
|
2020
Q4 | $314K | Buy |
+5,732
| New | +$314K | 0.12% | 98 |
|