RKL 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 | $1.06M | Sell |
14,952
-91
| -0.6% | -$6.44K | 0.09% | 90 |
|
|
2025
Q1 | $1.08M | Buy |
15,043
+7,459
| +98% | +$534K | 0.1% | 90 |
|
|
2024
Q4 | $472K | Buy |
7,584
+2,303
| +44% | +$143K | 0.04% | 127 |
|
|
2024
Q3 | $379K | Sell |
5,281
-10
| -0.2% | -$719 | 0.03% | 118 |
|
|
2024
Q2 | $337K | Buy |
5,291
+949
| +22% | +$60.4K | 0.03% | 114 |
|
|
2024
Q1 | $266K | Sell |
4,342
-675
| -13% | -$41.3K | 0.03% | 128 |
|
|
2023
Q4 | $296K | Buy |
5,017
+89
| +2% | +$5.25K | 0.03% | 119 |
|
|
2023
Q3 | $276K | Sell |
4,928
-89
| -2% | -$4.98K | 0.03% | 113 |
|
|
2023
Q2 | $302K | Sell |
5,017
-433
| -8% | -$26.1K | 0.04% | 114 |
|
|
2023
Q1 | $338K | Sell |
5,450
-399
| -7% | -$24.7K | 0.04% | 108 |
|
|
2022
Q4 | $372K | Buy |
5,849
+148
| +3% | +$9.42K | 0.05% | 105 |
|
|
2022
Q3 | $319K | Sell |
5,701
-32
| -0.6% | -$1.79K | 0.05% | 113 |
|
|
2022
Q2 | $361K | Buy |
5,733
+385
| +7% | +$24.2K | 0.05% | 105 |
|
|
2022
Q1 | $332K | Buy |
+5,348
| New | +$332K | 0.04% | 115 |
|
|
2019
Q4 | – | Sell |
-4,157
| Closed | -$225K | – | 123 |
|
|
2019
Q3 | $225K | Sell |
4,157
-132
| -3% | -$7.15K | 0.04% | 117 |
|
|
2019
Q2 | $219K | Sell |
4,289
-537
| -11% | -$27.4K | 0.04% | 122 |
|
|
2019
Q1 | $224K | Sell |
4,826
-519
| -10% | -$24.1K | 0.04% | 124 |
|
|
2018
Q4 | $251K | Sell |
5,345
-258
| -5% | -$12.1K | 0.06% | 116 |
|
|
2018
Q3 | $258K | Sell |
5,603
-1,460
| -21% | -$67.2K | 0.05% | 119 |
|
|
2018
Q2 | $308K | Sell |
7,063
-1,778
| -20% | -$77.5K | 0.07% | 116 |
|
|
2018
Q1 | $385K | Sell |
8,841
-1,306
| -13% | -$56.9K | 0.09% | 108 |
|
|
2017
Q4 | $466K | Sell |
10,147
-5,028
| -33% | -$231K | 0.12% | 104 |
|
|
2017
Q3 | $686K | Sell |
15,175
-3,752
| -20% | -$170K | 0.19% | 92 |
|
|
2017
Q2 | $849K | Sell |
18,927
-1,103
| -6% | -$49.5K | 0.27% | 83 |
|
|
2017
Q1 | $850K | Sell |
20,030
-5,909
| -23% | -$251K | 0.34% | 56 |
|
|
2016
Q4 | $1.08M | Sell |
25,939
-6,727
| -21% | -$279K | 0.52% | 49 |
|
|
2016
Q3 | $1.38M | Buy |
32,666
+4,858
| +17% | +$206K | 0.7% | 36 |
|
|
2016
Q2 | $1.25M | Buy |
27,808
+11,018
| +66% | +$497K | 0.65% | 33 |
|
|
2016
Q1 | $779K | Buy |
+16,790
| New | +$779K | 0.45% | 38 |
|
|
2015
Q2 | – | Sell |
-9,551
| Closed | -$387K | – | 53 |
|
|
2015
Q1 | $387K | Sell |
9,551
-1,943
| -17% | -$78.7K | 0.23% | 43 |
|
|
2014
Q4 | $485K | Buy |
11,494
+475
| +4% | +$20K | 0.32% | 40 |
|
|
2014
Q3 | $470K | Buy |
11,019
+214
| +2% | +$9.13K | 0.33% | 41 |
|
|
2014
Q2 | $458K | Sell |
10,805
-1,045
| -9% | -$44.3K | 0.34% | 41 |
|
|
2014
Q1 | $458K | Buy |
+11,850
| New | +$458K | 0.35% | 40 |
|