Principle 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 | $5.93M | Sell |
83,771
-350
| -0.4% | -$24.8K | 0.37% | 57 |
|
|
2025
Q1 | $6.02M | Sell |
84,121
-865
| -1% | -$62K | 0.43% | 57 |
|
|
2024
Q4 | $5.29M | Sell |
84,986
-1,077
| -1% | -$67.1K | 0.37% | 61 |
|
|
2024
Q3 | $6.18M | Sell |
86,063
-79
| -0.1% | -$5.68K | 0.44% | 53 |
|
|
2024
Q2 | $5.48M | Buy |
86,142
+1,302
| +2% | +$82.9K | 0.42% | 58 |
|
|
2024
Q1 | $5.19M | Buy |
84,840
+4,786
| +6% | +$293K | 0.41% | 63 |
|
|
2023
Q4 | $4.72M | Sell |
80,054
-146
| -0.2% | -$8.6K | 0.41% | 63 |
|
|
2023
Q3 | $4.49M | Buy |
80,200
+1,030
| +1% | +$57.7K | 0.45% | 58 |
|
|
2023
Q2 | $4.77M | Sell |
79,170
-52
| -0.1% | -$3.13K | 0.48% | 51 |
|
|
2023
Q1 | $4.91M | Sell |
79,222
-1,013
| -1% | -$62.8K | 0.53% | 52 |
|
|
2022
Q4 | $5.1M | Buy |
80,235
+2,677
| +3% | +$170K | 0.58% | 47 |
|
|
2022
Q3 | $4.35K | Sell |
77,558
-399
| -0.5% | -$22 | 0.41% | 47 |
|
|
2022
Q2 | $4.9M | Sell |
77,957
-3,115
| -4% | -$196K | 0.59% | 41 |
|
|
2022
Q1 | $5.03M | Sell |
81,072
-357
| -0.4% | -$22.1K | 0.53% | 41 |
|
|
2021
Q4 | $4.82M | Sell |
81,429
-3,101
| -4% | -$184K | 0.51% | 46 |
|
|
2021
Q3 | $4.44M | Buy |
84,530
+3,349
| +4% | +$176K | 0.51% | 40 |
|
|
2021
Q2 | $4.39M | Sell |
81,181
-1,770
| -2% | -$95.8K | 0.5% | 44 |
|
|
2021
Q1 | $4.37M | Buy |
82,951
+2,969
| +4% | +$156K | 0.51% | 44 |
|
|
2020
Q4 | $4.39M | Buy |
79,982
+69,513
| +664% | +$3.81M | 0.58% | 37 |
|
|
2020
Q3 | $517K | Sell |
10,469
-1,000
| -9% | -$49.4K | 0.14% | 85 |
|
|
2020
Q2 | $512K | Sell |
11,469
-295
| -3% | -$13.2K | 0.15% | 83 |
|
|
2020
Q1 | $521K | Hold |
11,764
| – | – | 0.2% | 76 |
|
|
2019
Q4 | $651K | Sell |
11,764
-506
| -4% | -$28K | 0.21% | 84 |
|
|
2019
Q3 | $668K | Buy |
12,270
+1,600
| +15% | +$87.1K | 0.23% | 75 |
|
|
2019
Q2 | $543K | Buy |
10,670
+295
| +3% | +$15K | 0.28% | 67 |
|
|
2019
Q1 | $486K | Buy |
+10,375
| New | +$486K | 0.28% | 63 |
|