McKinley Carter Wealth Services’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 | $707K | Sell |
9,991
-158
| -2% | -$11.2K | 0.04% | 181 |
|
|
2025
Q1 | $727K | Buy |
10,149
+16
| +0.2% | +$1.15K | 0.04% | 174 |
|
|
2024
Q4 | $631K | Buy |
10,133
+39
| +0.4% | +$2.43K | 0.04% | 184 |
|
|
2024
Q3 | $725K | Buy |
10,094
+1,955
| +24% | +$140K | 0.04% | 183 |
|
|
2024
Q2 | $518K | Sell |
8,139
-312
| -4% | -$19.9K | 0.03% | 204 |
|
|
2024
Q1 | $517K | Buy |
8,451
+200
| +2% | +$12.2K | 0.03% | 204 |
|
|
2023
Q4 | $486K | Sell |
8,251
-2,313
| -22% | -$136K | 0.04% | 199 |
|
|
2023
Q3 | $591K | Buy |
10,564
+831
| +9% | +$46.5K | 0.05% | 184 |
|
|
2023
Q2 | $586K | Sell |
9,733
-3,047
| -24% | -$183K | 0.04% | 190 |
|
|
2023
Q1 | $793K | Buy |
12,780
+165
| +1% | +$10.2K | 0.06% | 164 |
|
|
2022
Q4 | $802K | Sell |
12,615
-1,485
| -11% | -$94.5K | 0.07% | 157 |
|
|
2022
Q3 | $790K | Sell |
14,100
-3,272
| -19% | -$183K | 0.07% | 147 |
|
|
2022
Q2 | $1.09M | Sell |
17,372
-573
| -3% | -$36.1K | 0.1% | 130 |
|
|
2022
Q1 | $1.11M | Sell |
17,945
-14,554
| -45% | -$903K | 0.09% | 138 |
|
|
2021
Q4 | $1.92M | Sell |
32,499
-2,764
| -8% | -$164K | 0.14% | 108 |
|
|
2021
Q3 | $1.85M | Buy |
35,263
+1,119
| +3% | +$58.7K | 0.15% | 105 |
|
|
2021
Q2 | $1.85M | Buy |
34,144
+245
| +0.7% | +$13.3K | 0.15% | 106 |
|
|
2021
Q1 | $1.79M | Buy |
33,899
+5,505
| +19% | +$290K | 0.15% | 114 |
|
|
2020
Q4 | $1.56M | Buy |
28,394
+4,399
| +18% | +$241K | 0.2% | 101 |
|
|
2020
Q3 | $1.19M | Buy |
23,995
+2,772
| +13% | +$137K | 0.27% | 70 |
|
|
2020
Q2 | $948K | Buy |
21,223
+2,200
| +12% | +$98.3K | 0.23% | 75 |
|
|
2020
Q1 | $842K | Buy |
19,023
+3,296
| +21% | +$146K | 0.25% | 74 |
|
|
2019
Q4 | $871K | Buy |
15,727
+294
| +2% | +$16.3K | 0.2% | 85 |
|
|
2019
Q3 | $840K | Buy |
15,433
+1,782
| +13% | +$97K | 0.21% | 82 |
|
|
2019
Q2 | $695K | Buy |
13,651
+215
| +2% | +$10.9K | 0.19% | 90 |
|
|
2019
Q1 | $630K | Buy |
13,436
+1,470
| +12% | +$68.9K | 0.18% | 96 |
|
|
2018
Q4 | $567K | Sell |
11,966
-175
| -1% | -$8.29K | 0.19% | 95 |
|
|
2018
Q3 | $561K | Sell |
12,141
-874
| -7% | -$40.4K | 0.17% | 94 |
|
|
2018
Q2 | $571K | Buy |
13,015
+2,881
| +28% | +$126K | 0.18% | 90 |
|
|
2018
Q1 | $440K | Buy |
10,134
+1,127
| +13% | +$48.9K | 0.14% | 99 |
|
|
2017
Q4 | $413K | Buy |
9,007
+1,691
| +23% | +$77.5K | 0.14% | 103 |
|
|
2017
Q3 | $329K | Buy |
7,316
+2,452
| +50% | +$110K | 0.13% | 116 |
|
|
2017
Q2 | $218K | Buy |
+4,864
| New | +$218K | 0.1% | 125 |
|
|
2014
Q1 | – | Sell |
-6,436
| Closed | -$266K | – | 114 |
|
|
2013
Q4 | $266K | Sell |
6,436
-1,083
| -14% | -$44.8K | 0.26% | 93 |
|
|
2013
Q3 | $285K | Buy |
+7,519
| New | +$285K | 0.34% | 64 |
|