Obermeyer Wealth Partners’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 | $2.1M | Buy |
29,707
+9
| +0% | +$637 | 0.1% | 75 |
|
|
2025
Q1 | $2.13M | Sell |
29,698
-2,333
| -7% | -$167K | 0.11% | 68 |
|
|
2024
Q4 | $1.99M | Buy |
32,031
+230
| +0.7% | +$14.3K | 0.1% | 69 |
|
|
2024
Q3 | $2.29M | Sell |
31,801
-728
| -2% | -$52.3K | 0.12% | 66 |
|
|
2024
Q2 | $2.07M | Sell |
32,529
-601
| -2% | -$38.3K | 0.12% | 71 |
|
|
2024
Q1 | $2.03M | Sell |
33,130
-269
| -0.8% | -$16.5K | 0.12% | 67 |
|
|
2023
Q4 | $1.97M | Buy |
33,399
+42
| +0.1% | +$2.48K | 0.13% | 52 |
|
|
2023
Q3 | $1.87M | Buy |
33,357
+826
| +3% | +$46.2K | 0.14% | 47 |
|
|
2023
Q2 | $1.96M | Sell |
32,531
-92
| -0.3% | -$5.54K | 0.14% | 50 |
|
|
2023
Q1 | $2.02M | Sell |
32,623
-15,635
| -32% | -$970K | 0.15% | 49 |
|
|
2022
Q4 | $3.07M | Buy |
48,258
+2,949
| +7% | +$188K | 0.23% | 41 |
|
|
2022
Q3 | $2.54M | Buy |
45,309
+5,991
| +15% | +$336K | 0.21% | 38 |
|
|
2022
Q2 | $2.47M | Buy |
39,318
+4,734
| +14% | +$298K | 0.18% | 41 |
|
|
2022
Q1 | $2.14M | Buy |
34,584
+9
| +0% | +$558 | 0.13% | 51 |
|
|
2021
Q4 | $2.05M | Sell |
34,575
-820
| -2% | -$48.5K | 0.11% | 50 |
|
|
2021
Q3 | $1.86M | Sell |
35,395
-132
| -0.4% | -$6.93K | 0.1% | 52 |
|
|
2021
Q2 | $1.92M | Buy |
35,527
+642
| +2% | +$34.7K | 0.11% | 55 |
|
|
2021
Q1 | $1.84M | Buy |
34,885
+3,728
| +12% | +$197K | 0.11% | 55 |
|
|
2020
Q4 | $1.71M | Sell |
31,157
-78
| -0.2% | -$4.28K | 0.11% | 50 |
|
|
2020
Q3 | $1.54M | Buy |
31,235
+2,779
| +10% | +$137K | 0.12% | 51 |
|
|
2020
Q2 | $1.27M | Buy |
28,456
+1,103
| +4% | +$49.3K | 0.11% | 48 |
|
|
2020
Q1 | $1.21M | Sell |
27,353
-331
| -1% | -$14.6K | 0.13% | 46 |
|
|
2019
Q4 | $1.53M | Sell |
27,684
-383
| -1% | -$21.2K | 0.14% | 49 |
|
|
2019
Q3 | $1.53M | Buy |
28,067
+1,228
| +5% | +$66.9K | 0.14% | 49 |
|
|
2019
Q2 | $1.37M | Buy |
26,839
+127
| +0.5% | +$6.47K | 0.12% | 51 |
|
|
2019
Q1 | $1.25M | Sell |
26,712
-1,430
| -5% | -$67K | 0.12% | 51 |
|
|
2018
Q4 | $1.33M | Sell |
28,142
-3,080
| -10% | -$146K | 0.14% | 48 |
|
|
2018
Q3 | $1.44M | Sell |
31,222
-370
| -1% | -$17.1K | 0.12% | 47 |
|
|
2018
Q2 | $1.39M | Sell |
31,592
-1,304
| -4% | -$57.2K | 0.12% | 50 |
|
|
2018
Q1 | $1.43M | Sell |
32,896
-2,000
| -6% | -$86.9K | 0.13% | 44 |
|
|
2017
Q4 | $1.6M | Buy |
34,896
+9,725
| +39% | +$446K | 0.14% | 46 |
|
|
2017
Q3 | $1.13M | Buy |
25,171
+18,913
| +302% | +$851K | 0.1% | 53 |
|
|
2017
Q2 | $281K | Hold |
6,258
| – | – | 0.02% | 100 |
|
|
2017
Q1 | $266K | Hold |
6,258
| – | – | 0.02% | 109 |
|
|
2016
Q4 | $259K | Buy |
6,258
+800
| +15% | +$33.1K | 0.02% | 113 |
|
|
2016
Q3 | $231K | Hold |
5,458
| – | – | 0.02% | 117 |
|
|
2016
Q2 | $247K | Buy |
+5,458
| New | +$247K | 0.02% | 113 |
|
|
2015
Q4 | – | Sell |
-5,650
| Closed | -$227K | – | 126 |
|
|
2015
Q3 | $227K | Buy |
5,650
+200
| +4% | +$8.04K | 0.02% | 106 |
|
|
2015
Q2 | $214K | Hold |
5,450
| – | – | 0.02% | 122 |
|
|
2015
Q1 | $221K | Hold |
5,450
| – | – | 0.02% | 126 |
|
|
2014
Q4 | $230K | Buy |
+5,450
| New | +$230K | 0.02% | 128 |
|