Mitchell & Pahl Private 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 | $1.1M | Sell |
15,543
-126
| -0.8% | -$8.91K | 0.49% | 73 |
|
|
2025
Q1 | $1.12M | Sell |
15,669
-132
| -0.8% | -$9.45K | 0.52% | 69 |
|
|
2024
Q4 | $984K | Sell |
15,801
-621
| -4% | -$38.7K | 0.46% | 78 |
|
|
2024
Q3 | $1.18M | Buy |
16,422
+1,618
| +11% | +$116K | 0.55% | 65 |
|
|
2024
Q2 | $942K | Sell |
14,804
-20
| -0.1% | -$1.27K | 0.5% | 78 |
|
|
2024
Q1 | $907K | Sell |
14,824
-1,166
| -7% | -$71.3K | 0.48% | 76 |
|
|
2023
Q4 | $942K | Sell |
15,990
-343
| -2% | -$20.2K | 0.54% | 70 |
|
|
2023
Q3 | $914K | Sell |
16,333
-539
| -3% | -$30.2K | 0.54% | 62 |
|
|
2023
Q2 | $1.02M | Sell |
16,872
-638
| -4% | -$38.4K | 0.61% | 53 |
|
|
2023
Q1 | $1.09M | Sell |
17,510
-431
| -2% | -$26.7K | 0.68% | 52 |
|
|
2022
Q4 | $1.14M | Sell |
17,941
-427
| -2% | -$27.2K | 0.75% | 48 |
|
|
2022
Q3 | $1.03M | Sell |
18,368
-1,212
| -6% | -$67.9K | 0.76% | 46 |
|
|
2022
Q2 | $1.23M | Sell |
19,580
-1,054
| -5% | -$66.3K | 0.86% | 40 |
|
|
2022
Q1 | $1.28M | Sell |
20,634
-974
| -5% | -$60.4K | 0.81% | 41 |
|
|
2021
Q4 | $1.28M | Sell |
21,608
-233
| -1% | -$13.8K | 0.82% | 40 |
|
|
2021
Q3 | $1.15M | Sell |
21,841
-131
| -0.6% | -$6.87K | 0.83% | 40 |
|
|
2021
Q2 | $1.19M | Sell |
21,972
-193
| -0.9% | -$10.4K | 0.85% | 39 |
|
|
2021
Q1 | $1.17M | Sell |
22,165
-520
| -2% | -$27.4K | 0.91% | 37 |
|
|
2020
Q4 | $1.24M | Buy |
+22,685
| New | +$1.24M | 1.05% | 30 |
|