Nicola 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 | $9.2M | Buy |
+130,000
| New | +$9.2M | 0.86% | 37 |
|
|
2021
Q1 | – | Sell |
-28,235
| Closed | -$1.55M | – | 116 |
|
|
2020
Q4 | $1.55M | Sell |
28,235
-2,996
| -10% | -$164K | 0.19% | 100 |
|
|
2020
Q3 | $1.54M | Sell |
31,231
-2,136
| -6% | -$105K | 0.22% | 98 |
|
|
2020
Q2 | $1.49M | Hold |
33,367
| – | – | 0.21% | 95 |
|
|
2020
Q1 | $2.08M | Hold |
33,367
| – | – | 0.31% | 84 |
|
|
2019
Q4 | $2.4M | Sell |
33,367
-3,125
| -9% | -$225K | 0.36% | 82 |
|
|
2019
Q3 | $3.03M | Buy |
36,492
+3,125
| +9% | +$260K | 0.48% | 74 |
|
|
2019
Q2 | $2.23M | Hold |
33,367
| – | – | 0.37% | 79 |
|
|
2019
Q1 | $2.09M | Hold |
33,367
| – | – | 0.31% | 91 |
|
|
2018
Q4 | $2.16M | Hold |
33,367
| – | – | 0.36% | 90 |
|
|
2018
Q3 | $1.99M | Sell |
33,367
-5,222
| -14% | -$312K | 0.34% | 85 |
|
|
2018
Q2 | $2.23M | Buy |
+38,589
| New | +$2.23M | 0.43% | 82 |
|