NewEdge 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 | $25.5M | Buy |
362,155
+72,458
| +25% | +$5.1M | 0.4% | 58 |
|
|
2025
Q1 | $20.7M | Buy |
289,697
+17,668
| +6% | +$1.27M | 0.38% | 72 |
|
|
2024
Q4 | $16.9M | Buy |
272,029
+25,588
| +10% | +$1.59M | 0.29% | 88 |
|
|
2024
Q3 | $17.7M | Buy |
246,441
+15,906
| +7% | +$1.14M | 0.32% | 79 |
|
|
2024
Q2 | $14.7M | Sell |
230,535
-731
| -0.3% | -$46.5K | 0.32% | 86 |
|
|
2024
Q1 | $14.3M | Buy |
231,266
+16,951
| +8% | +$1.05M | 0.32% | 85 |
|
|
2023
Q4 | $12.6M | Buy |
214,315
+17,710
| +9% | +$1.04M | 0.32% | 82 |
|
|
2023
Q3 | $11M | Sell |
196,605
-17,293
| -8% | -$968K | 0.35% | 85 |
|
|
2023
Q2 | $12.9M | Buy |
213,898
+54,244
| +34% | +$3.27M | 0.43% | 68 |
|
|
2023
Q1 | $9.9M | Sell |
159,654
-92,220
| -37% | -$5.72M | 0.38% | 78 |
|
|
2022
Q4 | $16M | Buy |
251,874
+21,021
| +9% | +$1.34M | 0.69% | 42 |
|
|
2022
Q3 | $12.9M | Buy |
230,853
+15,120
| +7% | +$847K | 0.61% | 47 |
|
|
2022
Q2 | $13.6M | Buy |
215,733
+10,969
| +5% | +$690K | 0.62% | 39 |
|
|
2022
Q1 | $12.7M | Buy |
204,764
+14,744
| +8% | +$914K | 0.56% | 41 |
|
|
2021
Q4 | $11.3M | Buy |
190,020
+13,608
| +8% | +$806K | 0.47% | 49 |
|
|
2021
Q3 | $9.26M | Buy |
176,412
+7,007
| +4% | +$368K | 0.55% | 45 |
|
|
2021
Q2 | $9.17M | Buy |
169,405
+15,414
| +10% | +$834K | 0.7% | 43 |
|
|
2021
Q1 | $8.12M | Buy |
153,991
+109,350
| +245% | +$5.76M | 0.81% | 33 |
|
|
2020
Q4 | $2.45M | Buy |
+44,641
| New | +$2.45M | 0.75% | 33 |
|