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RWM
KO icon

Reston Wealth Management’s Coca-Cola KO Stock Holding History

Reston Wealth Management’s Portfolio KO Stock Details KO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$278K Sell
2025
Q2
$314K Buy
2025
Q1
$315K Buy
2024
Q4
$250K Sell
2024
Q3
$294K Buy
2024
Q2
$258K Buy
2024
Q1
$246K Hold
2023
Q4
$237K Buy
2023
Q3
$219K Buy
2023
Q2
$224K Buy
2023
Q1
$229K Hold
2022
Q4
$235K Buy
2022
Q3
$204K Sell
2022
Q2
$252K Buy
2022
Q1
$242K Sell
2021
Q4
$249K Sell
2021
Q3
$243K Buy
2021
Q2
$231K Buy
2021
Q1
$224K Buy
2020
Q4
$221K Buy
2020
Q1
– Sell
2019
Q4
$245K Hold
2019
Q3
$241K Buy
2019
Q2
$201K Buy
2019
Q1
– Sell
2018
Q4
$203K Buy
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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds Outlier Fund Trades Discover outlier trades that significantly changed a fund's stake in a stock Fund Manager Portfolios Gain insights from the world's largest funds and super investors
Price Target Consensus See what stocks research analysts are collectively bullish/bearish on Latest Ratings Feed Explore the latest ratings and price targets from the best equity research analysts Equity Analyst Profiles Browse analysts, their latest ratings and track record Research Firm Profiles Browse research firm recommendations, trends, and performance
Fund Manager Index Stock index based on fund manager consensus updated each quarter Analyst Index COMING SOON - Stock index based on equity analyst consensus updated every second

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