Palumbo 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 | $401K | Buy |
5,663
+954
| +20% | +$67.5K | 0.12% | 122 |
|
|
2025
Q1 | $337K | Buy |
4,709
+682
| +17% | +$48.9K | 0.11% | 126 |
|
|
2024
Q4 | $251K | Sell |
4,027
-38,112
| -90% | -$2.37M | 0.09% | 136 |
|
|
2024
Q3 | $3.03M | Buy |
42,139
+929
| +2% | +$66.8K | 1.18% | 23 |
|
|
2024
Q2 | $2.62M | Buy |
41,210
+4,611
| +13% | +$293K | 1.11% | 21 |
|
|
2024
Q1 | $2.24M | Buy |
36,599
+4,097
| +13% | +$251K | 1% | 26 |
|
|
2023
Q4 | $1.92M | Buy |
32,502
+3,152
| +11% | +$186K | 0.98% | 23 |
|
|
2023
Q3 | $1.64M | Buy |
29,350
+8,927
| +44% | +$500K | 0.9% | 25 |
|
|
2023
Q2 | $1.23M | Buy |
20,423
+1,526
| +8% | +$91.9K | 0.75% | 25 |
|
|
2023
Q1 | $1.17M | Buy |
18,897
+2,264
| +14% | +$140K | 0.78% | 30 |
|
|
2022
Q4 | $1.06M | Buy |
16,633
+515
| +3% | +$32.8K | 0.84% | 28 |
|
|
2022
Q3 | $903K | Buy |
16,118
+422
| +3% | +$23.6K | 0.76% | 31 |
|
|
2022
Q2 | $987K | Buy |
15,696
+973
| +7% | +$61.2K | 0.78% | 27 |
|
|
2022
Q1 | $913K | Buy |
14,723
+232
| +2% | +$14.4K | 0.59% | 43 |
|
|
2021
Q4 | $858K | Buy |
14,491
+801
| +6% | +$47.4K | 0.54% | 42 |
|
|
2021
Q3 | $718K | Sell |
13,690
-1,944
| -12% | -$102K | 0.47% | 50 |
|
|
2021
Q2 | $846K | Buy |
15,634
+67
| +0.4% | +$3.63K | 0.57% | 38 |
|
|
2021
Q1 | $821K | Buy |
15,567
+722
| +5% | +$38.1K | 0.62% | 40 |
|
|
2020
Q4 | $814K | Buy |
+14,845
| New | +$814K | 0.66% | 29 |
|