Royal Capital 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 | $1.07M | Buy |
15,107
+7
| +0% | +$495 | 0.71% | 30 |
|
|
2025
Q1 | $1.08M | Hold |
15,100
| – | – | 0.76% | 30 |
|
|
2024
Q4 | $940K | Sell |
15,100
-466
| -3% | -$29K | 0.66% | 30 |
|
|
2024
Q3 | $1.12M | Sell |
15,566
-1,581
| -9% | -$114K | 0.79% | 29 |
|
|
2024
Q2 | $1.09M | Buy |
17,147
+10
| +0.1% | +$636 | 0.82% | 28 |
|
|
2024
Q1 | $1.05M | Hold |
17,137
| – | – | 0.82% | 30 |
|
|
2023
Q4 | $1.01M | Buy |
17,137
+18
| +0.1% | +$1.06K | 0.87% | 30 |
|
|
2023
Q3 | $958K | Sell |
17,119
-252
| -1% | -$14.1K | 0.92% | 30 |
|
|
2023
Q2 | $1.05M | Buy |
17,371
+8
| +0% | +$482 | 0.99% | 28 |
|
|
2023
Q1 | $1.08M | Sell |
17,363
-669
| -4% | -$41.5K | 1.08% | 27 |
|
|
2022
Q4 | $1.15M | Buy |
18,032
+66
| +0.4% | +$4.2K | 1.22% | 26 |
|
|
2022
Q3 | $1.01M | Buy |
17,966
+7
| +0% | +$392 | 1.17% | 29 |
|
|
2022
Q2 | $1.13M | Sell |
17,959
-194
| -1% | -$12.2K | 1.23% | 28 |
|
|
2022
Q1 | $1.13M | Buy |
18,153
+49
| +0.3% | +$3.04K | 1.1% | 28 |
|
|
2021
Q4 | $1.07M | Buy |
+18,104
| New | +$1.07M | 1.04% | 30 |
|