Northwestern Mutual 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 | $58.3M | Buy |
824,684
+18,136
| +2% | +$1.28M | 0.04% | 210 |
|
|
2025
Q1 | $57.8M | Buy |
806,548
+32,135
| +4% | +$2.3M | 0.05% | 191 |
|
|
2024
Q4 | $48.2M | Buy |
774,413
+7,538
| +1% | +$469K | 0.04% | 206 |
|
|
2024
Q3 | $55.1M | Buy |
766,875
+4,877
| +0.6% | +$350K | 0.05% | 186 |
|
|
2024
Q2 | $48.5M | Sell |
761,998
-535
| -0.1% | -$34.1K | 0.05% | 191 |
|
|
2024
Q1 | $46.7M | Buy |
762,533
+15,085
| +2% | +$923K | 0.05% | 196 |
|
|
2023
Q4 | $44M | Sell |
747,448
-8,034
| -1% | -$473K | 0.05% | 196 |
|
|
2023
Q3 | $42.3M | Sell |
755,482
-13,334
| -2% | -$746K | 0.06% | 166 |
|
|
2023
Q2 | $46.3M | Buy |
768,816
+299,062
| +64% | +$18M | 0.06% | 158 |
|
|
2023
Q1 | $29.1M | Buy |
469,754
+28,842
| +7% | +$1.79M | 0.04% | 216 |
|
|
2022
Q4 | $28M | Buy |
440,912
+10,308
| +2% | +$656K | 0.04% | 213 |
|
|
2022
Q3 | $24.1M | Buy |
430,604
+26,384
| +7% | +$1.48M | 0.04% | 201 |
|
|
2022
Q2 | $25.4M | Buy |
404,220
+24,057
| +6% | +$1.51M | 0.04% | 196 |
|
|
2022
Q1 | $23.6M | Buy |
380,163
+18,449
| +5% | +$1.14M | 0.04% | 198 |
|
|
2021
Q4 | $21.4M | Buy |
361,714
+18,869
| +6% | +$1.12M | 0.04% | 203 |
|
|
2021
Q3 | $18M | Buy |
342,845
+10,557
| +3% | +$554K | 0.03% | 203 |
|
|
2021
Q2 | $18M | Buy |
332,288
+9,075
| +3% | +$491K | 0.03% | 196 |
|
|
2021
Q1 | $17M | Buy |
323,213
+15,549
| +5% | +$820K | 0.04% | 190 |
|
|
2020
Q4 | $16.9M | Buy |
307,664
+17,803
| +6% | +$976K | 0.04% | 179 |
|
|
2020
Q3 | $14.3M | Buy |
289,861
+19,590
| +7% | +$967K | 0.04% | 175 |
|
|
2020
Q2 | $12.1M | Sell |
270,271
-68,640
| -20% | -$3.07M | 0.04% | 183 |
|
|
2020
Q1 | $15M | Buy |
338,911
+4,561
| +1% | +$202K | 0.06% | 135 |
|
|
2019
Q4 | $18.5M | Sell |
334,350
-10,862
| -3% | -$601K | 0.06% | 135 |
|
|
2019
Q3 | $18.8M | Buy |
345,212
+5,283
| +2% | +$288K | 0.07% | 123 |
|
|
2019
Q2 | $17.3M | Buy |
339,929
+2,577
| +0.8% | +$131K | 0.07% | 128 |
|
|
2019
Q1 | $15.8M | Buy |
337,352
+8,386
| +3% | +$393K | 0.07% | 130 |
|
|
2018
Q4 | $15.6M | Buy |
328,966
+64,749
| +25% | +$3.07M | 0.08% | 117 |
|
|
2018
Q3 | $12.2M | Buy |
264,217
+14,145
| +6% | +$653K | 0.06% | 151 |
|
|
2018
Q2 | $11M | Sell |
250,072
-2,079
| -0.8% | -$91.2K | 0.06% | 156 |
|
|
2018
Q1 | $11M | Sell |
252,151
-713
| -0.3% | -$31K | 0.07% | 149 |
|
|
2017
Q4 | $11.6M | Sell |
252,864
-2,205
| -0.9% | -$101K | 0.07% | 137 |
|
|
2017
Q3 | $11.5M | Sell |
255,069
-460
| -0.2% | -$20.7K | 0.08% | 134 |
|
|
2017
Q2 | $11.5M | Buy |
255,529
+2,752
| +1% | +$123K | 0.09% | 125 |
|
|
2017
Q1 | $10.7M | Buy |
252,777
+2,984
| +1% | +$127K | 0.1% | 119 |
|
|
2016
Q4 | $10.4M | Buy |
249,793
+231,256
| +1,248% | +$9.59M | 0.11% | 116 |
|
|
2016
Q3 | $784K | Sell |
18,537
-170,712
| -90% | -$7.22M | 0.05% | 115 |
|
|
2016
Q2 | $8.58M | Buy |
189,249
+4,770
| +3% | +$216K | 0.12% | 122 |
|
|
2016
Q1 | $8.56M | Sell |
184,479
-6,827
| -4% | -$317K | 0.14% | 120 |
|
|
2015
Q4 | $8.22M | Buy |
191,306
+6,675
| +4% | +$287K | 0.16% | 118 |
|
|
2015
Q3 | $7.41M | Buy |
184,631
+13,375
| +8% | +$537K | 0.18% | 112 |
|
|
2015
Q2 | $6.72M | Buy |
171,256
+12,317
| +8% | +$483K | 0.17% | 104 |
|
|
2015
Q1 | $6.45M | Buy |
158,939
+470
| +0.3% | +$19.1K | 0.18% | 111 |
|
|
2014
Q4 | $6.69M | Sell |
158,469
-3,559
| -2% | -$150K | 0.21% | 102 |
|
|
2014
Q3 | $6.91M | Buy |
162,028
+37,802
| +30% | +$1.61M | 0.24% | 84 |
|
|
2014
Q2 | $5.26M | Sell |
124,226
-8,535
| -6% | -$362K | 0.21% | 95 |
|
|
2014
Q1 | $5.13M | Buy |
132,761
+3,826
| +3% | +$148K | 0.21% | 95 |
|
|
2013
Q4 | $5.33M | Buy |
128,935
+10,842
| +9% | +$448K | 0.24% | 86 |
|
|
2013
Q3 | $4.47M | Buy |
118,093
+9,098
| +8% | +$345K | 0.24% | 93 |
|
|
2013
Q2 | $4.37M | Buy |
+108,995
| New | +$4.37M | 0.26% | 82 |
|