Modern 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 | $3.12M | Buy |
44,128
+5,008
| +13% | +$354K | 0.08% | 218 |
|
|
2025
Q1 | $2.8M | Buy |
39,120
+4,717
| +14% | +$338K | 0.09% | 184 |
|
|
2024
Q4 | $2.14M | Buy |
34,403
+3,795
| +12% | +$236K | 0.08% | 172 |
|
|
2024
Q3 | $2.2M | Buy |
30,608
+4,223
| +16% | +$303K | 0.13% | 104 |
|
|
2024
Q2 | $1.68M | Buy |
26,385
+10,719
| +68% | +$682K | 0.12% | 102 |
|
|
2024
Q1 | $958K | Buy |
15,666
+7,599
| +94% | +$465K | 0.09% | 120 |
|
|
2023
Q4 | $475K | Buy |
+8,067
| New | +$475K | 0.06% | 95 |
|