Paulson 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 | $479K | Buy |
6,773
+149
| +2% | +$10.5K | 0.12% | 84 |
|
|
2025
Q1 | $474K | Sell |
6,624
-97
| -1% | -$6.95K | 0.13% | 73 |
|
|
2024
Q4 | $418K | Buy |
6,721
+514
| +8% | +$32K | 0.11% | 88 |
|
|
2024
Q3 | $446K | Sell |
6,207
-35
| -0.6% | -$2.52K | 0.12% | 93 |
|
|
2024
Q2 | $397K | Sell |
6,242
-571
| -8% | -$36.3K | 0.12% | 91 |
|
|
2024
Q1 | $417K | Buy |
6,813
+40
| +0.6% | +$2.45K | 0.12% | 90 |
|
|
2023
Q4 | $399K | Buy |
6,773
+253
| +4% | +$14.9K | 0.13% | 88 |
|
|
2023
Q3 | $365K | Buy |
6,520
+266
| +4% | +$14.9K | 0.13% | 87 |
|
|
2023
Q2 | $377K | Buy |
6,254
+1,282
| +26% | +$77.2K | 0.13% | 85 |
|
|
2023
Q1 | $308K | Sell |
4,972
-104
| -2% | -$6.45K | 0.14% | 63 |
|
|
2022
Q4 | $323K | Hold |
5,076
| – | – | 0.16% | 60 |
|
|
2022
Q3 | $284K | Sell |
5,076
-3,304
| -39% | -$185K | 0.15% | 55 |
|
|
2022
Q2 | $527K | Buy |
8,380
+272
| +3% | +$17.1K | 0.28% | 32 |
|
|
2022
Q1 | $503K | Sell |
8,108
-161
| -2% | -$9.99K | 0.23% | 39 |
|
|
2021
Q4 | $490K | Sell |
8,269
-178
| -2% | -$10.5K | 0.22% | 44 |
|
|
2021
Q3 | $443K | Sell |
8,447
-63
| -0.7% | -$3.3K | 0.21% | 60 |
|
|
2021
Q2 | $460K | Sell |
8,510
-167
| -2% | -$9.03K | 0.22% | 58 |
|
|
2021
Q1 | $463K | Buy |
8,677
+810
| +10% | +$43.2K | 0.23% | 56 |
|
|
2020
Q4 | $431K | Buy |
7,867
+855
| +12% | +$46.8K | 0.25% | 51 |
|
|
2020
Q3 | $346K | Sell |
7,012
-355
| -5% | -$17.5K | 0.22% | 60 |
|
|
2020
Q2 | $329K | Buy |
7,367
+715
| +11% | +$31.9K | 0.23% | 64 |
|
|
2020
Q1 | $317K | Sell |
6,652
-613
| -8% | -$29.2K | 0.24% | 63 |
|
|
2019
Q4 | $414K | Buy |
7,265
+131
| +2% | +$7.47K | 0.29% | 66 |
|
|
2019
Q3 | $388K | Buy |
7,134
+243
| +4% | +$13.2K | 0.29% | 63 |
|
|
2019
Q2 | $374K | Buy |
6,891
+269
| +4% | +$14.6K | 0.28% | 67 |
|
|
2019
Q1 | $310K | Buy |
6,622
+208
| +3% | +$9.74K | 0.24% | 91 |
|
|
2018
Q4 | $306K | Buy |
+6,414
| New | +$306K | 0.25% | 87 |
|
|
2018
Q1 | – | Sell |
-3,646
| Closed | -$167K | – | 335 |
|
|
2017
Q4 | $167K | Buy |
+3,646
| New | +$167K | 0.15% | 123 |
|