MSWM
McGlone Suttner Wealth Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
17,555
+259
| +1% | +$18.3K | 0.19% | 58 |
|
|
2025
Q1 | $1.24M | Buy |
17,296
+704
| +4% | +$50.4K | 0.2% | 53 |
|
|
2024
Q4 | $1.03M | Buy |
16,592
+1,359
| +9% | +$84.6K | 0.17% | 62 |
|
|
2024
Q3 | $1.09M | Sell |
15,233
-883
| -5% | -$63.5K | 0.23% | 56 |
|
|
2024
Q2 | $950K | Buy |
16,116
+16
| +0.1% | +$943 | 0.2% | 56 |
|
|
2024
Q1 | $985K | Sell |
16,100
-16
| -0.1% | -$979 | 0.18% | 62 |
|
|
2023
Q4 | $950K | Buy |
16,116
+600
| +4% | +$35.4K | 0.19% | 56 |
|
|
2023
Q3 | $869K | Buy |
15,516
+595
| +4% | +$33.3K | 0.2% | 56 |
|
|
2023
Q2 | $899K | Buy |
14,921
+50
| +0.3% | +$3.01K | 0.21% | 55 |
|
|
2023
Q1 | $922K | Buy |
14,871
+312
| +2% | +$19.4K | 0.24% | 45 |
|
|
2022
Q4 | $926K | Buy |
+14,559
| New | +$926K | 0.29% | 47 |
|