Reston 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 | $314K | Buy |
4,435
+30
| +0.7% | +$2.12K | 0.11% | 39 |
|
|
2025
Q1 | $315K | Buy |
4,405
+390
| +10% | +$27.9K | 0.13% | 37 |
|
|
2024
Q4 | $250K | Sell |
4,015
-70
| -2% | -$4.36K | 0.09% | 42 |
|
|
2024
Q3 | $294K | Buy |
4,085
+28
| +0.7% | +$2.01K | 0.11% | 40 |
|
|
2024
Q2 | $258K | Buy |
4,057
+30
| +0.7% | +$1.91K | 0.1% | 43 |
|
|
2024
Q1 | $246K | Hold |
4,027
| – | – | 0.1% | 46 |
|
|
2023
Q4 | $237K | Buy |
4,027
+121
| +3% | +$7.13K | 0.11% | 46 |
|
|
2023
Q3 | $219K | Buy |
3,906
+179
| +5% | +$10K | 0.11% | 46 |
|
|
2023
Q2 | $224K | Buy |
3,727
+40
| +1% | +$2.41K | 0.11% | 44 |
|
|
2023
Q1 | $229K | Hold |
3,687
| – | – | 0.12% | 40 |
|
|
2022
Q4 | $235K | Buy |
3,687
+54
| +1% | +$3.44K | 0.13% | 42 |
|
|
2022
Q3 | $204K | Sell |
3,633
-369
| -9% | -$20.7K | 0.12% | 48 |
|
|
2022
Q2 | $252K | Buy |
4,002
+97
| +2% | +$6.11K | 0.14% | 49 |
|
|
2022
Q1 | $242K | Sell |
3,905
-300
| -7% | -$18.6K | 0.12% | 51 |
|
|
2021
Q4 | $249K | Sell |
4,205
-430
| -9% | -$25.5K | 0.12% | 47 |
|
|
2021
Q3 | $243K | Buy |
4,635
+360
| +8% | +$18.9K | 0.13% | 44 |
|
|
2021
Q2 | $231K | Buy |
4,275
+20
| +0.5% | +$1.08K | 0.12% | 48 |
|
|
2021
Q1 | $224K | Buy |
4,255
+219
| +5% | +$11.5K | 0.12% | 48 |
|
|
2020
Q4 | $221K | Buy |
+4,036
| New | +$221K | 0.13% | 43 |
|
|
2020
Q1 | – | Sell |
-4,430
| Closed | -$245K | – | 45 |
|
|
2019
Q4 | $245K | Hold |
4,430
| – | – | 0.2% | 40 |
|
|
2019
Q3 | $241K | Buy |
4,430
+492
| +12% | +$26.8K | 0.22% | 39 |
|
|
2019
Q2 | $201K | Buy |
+3,938
| New | +$201K | 0.16% | 51 |
|
|
2019
Q1 | – | Sell |
-4,288
| Closed | -$203K | – | 52 |
|
|
2018
Q4 | $203K | Buy |
+4,288
| New | +$203K | 0.19% | 45 |
|