Ritholtz 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 | $6.41M | Buy |
90,590
+9,500
| +12% | +$672K | 0.14% | 81 |
|
|
2025
Q1 | $5.81M | Buy |
81,090
+8,107
| +11% | +$581K | 0.17% | 77 |
|
|
2024
Q4 | $4.54M | Buy |
72,983
+5,649
| +8% | +$352K | 0.13% | 96 |
|
|
2024
Q3 | $4.84M | Buy |
67,334
+1,926
| +3% | +$138K | 0.15% | 85 |
|
|
2024
Q2 | $4.16M | Buy |
65,408
+4,059
| +7% | +$258K | 0.14% | 93 |
|
|
2024
Q1 | $3.75M | Buy |
61,349
+3,878
| +7% | +$237K | 0.13% | 106 |
|
|
2023
Q4 | $3.39M | Sell |
57,471
-105
| -0.2% | -$6.19K | 0.13% | 98 |
|
|
2023
Q3 | $3.22M | Sell |
57,576
-2,668
| -4% | -$149K | 0.14% | 92 |
|
|
2023
Q2 | $3.63M | Sell |
60,244
-1,040
| -2% | -$62.6K | 0.16% | 79 |
|
|
2023
Q1 | $3.8M | Sell |
61,284
-2,348
| -4% | -$146K | 0.19% | 68 |
|
|
2022
Q4 | $4.05M | Sell |
63,632
-4,374
| -6% | -$278K | 0.23% | 67 |
|
|
2022
Q3 | $3.81M | Buy |
68,006
+26,863
| +65% | +$1.5M | 0.2% | 65 |
|
|
2022
Q2 | $2.59M | Buy |
41,143
+5,040
| +14% | +$317K | 0.16% | 73 |
|
|
2022
Q1 | $2.24M | Buy |
36,103
+8,369
| +30% | +$519K | 0.15% | 79 |
|
|
2021
Q4 | $1.64M | Buy |
27,734
+1,965
| +8% | +$116K | 0.1% | 98 |
|
|
2021
Q3 | $1.35M | Buy |
25,769
+2,138
| +9% | +$112K | 0.09% | 102 |
|
|
2021
Q2 | $1.28M | Buy |
23,631
+4,726
| +25% | +$256K | 0.09% | 104 |
|
|
2021
Q1 | $996K | Buy |
18,905
+6,538
| +53% | +$344K | 0.08% | 111 |
|
|
2020
Q4 | $678K | Buy |
12,367
+465
| +4% | +$25.5K | 0.06% | 121 |
|
|
2020
Q3 | $588K | Buy |
11,902
+4,266
| +56% | +$211K | 0.07% | 117 |
|
|
2020
Q2 | $341K | Buy |
+7,636
| New | +$341K | 0.04% | 156 |
|