RWA Wealth Partners’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.84M | Buy |
129,401
+3,085
| +2% | +$233K | 0.11% | 102 |
|
|
2025
Q4 | $8.83M | Sell |
126,316
-13,138
| -9% | -$916K | 0.1% | 116 |
|
|
2025
Q3 | $9.25M | Buy |
139,454
+32,490
| +30% | +$2.24M | 0.11% | 120 |
|
|
2025
Q2 | $7.57M | Sell |
106,964
-952
| -0.9% | -$67.8K | 0.09% | 123 |
|
|
2025
Q1 | $7.73M | Sell |
107,916
-7,499
| -6% | -$501K | 0.1% | 117 |
|
|
2024
Q4 | $7.19M | Sell |
115,415
-4,666
| -4% | -$305K | 0.09% | 124 |
|
|
2024
Q3 | $8.63M | Buy |
120,081
+2,826
| +2% | +$194K | 0.11% | 107 |
|
|
2024
Q2 | $7.46M | Buy |
117,255
+210
| +0.2% | +$13K | 0.1% | 115 |
|
|
2024
Q1 | $7.16M | Buy |
117,045
+8,584
| +8% | +$516K | 0.1% | 117 |
|
|
2023
Q4 | $6.39M | Buy |
108,461
+52,912
| +95% | +$3.01M | 0.09% | 118 |
|
|
2023
Q3 | $3.11M | Buy |
55,549
+6,782
| +14% | +$407K | 0.07% | 107 |
|
|
2023
Q2 | $2.94M | Buy |
48,767
+32,084
| +192% | +$2M | 0.06% | 105 |
|
|
2023
Q1 | $1.03M | Buy |
16,683
+690
| +4% | +$41.8K | 0.02% | 127 |
|
|
2022
Q4 | $992K | Sell |
15,993
-584
| -4% | -$35.3K | 0.02% | 133 |
|
|
2022
Q3 | $929K | Sell |
16,577
-1,177
| -7% | -$73.2K | 0.07% | 126 |
|
|
2022
Q2 | $1.12M | Sell |
17,754
-2,865
| -14% | -$182K | 0.08% | 120 |
|
|
2022
Q1 | $1.28M | Buy |
20,619
+2,478
| +14% | +$151K | 0.08% | 120 |
|
|
2021
Q4 | $1.07M | Buy |
18,141
+1,075
| +6% | +$59.9K | 0.07% | 131 |
|
|
2021
Q3 | $895K | Buy |
17,066
+470
| +3% | +$26.2K | 0.07% | 138 |
|
|
2021
Q2 | $898K | Buy |
16,596
+9,650
| +139% | +$525K | 0.07% | 140 |
|
|
2021
Q1 | $366K | Sell |
6,946
-49
| -0.7% | -$2.47K | 0.03% | 183 |
|
|
2020
Q4 | $384K | Buy |
6,995
+1,952
| +39% | +$101K | 0.03% | 173 |
|
|
2020
Q3 | $249K | Sell |
5,043
-66
| -1% | -$3.17K | 0.03% | 189 |
|
|
2020
Q2 | $228K | Sell |
5,109
-114
| -2% | -$5.25K | 0.03% | 197 |
|
|
2020
Q1 | $231K | Hold |
5,223
| – | – | 0.03% | 182 |
|
|
2019
Q4 | $289K | Sell |
5,223
-84
| -2% | -$4.52K | 0.03% | 200 |
|
|
2019
Q3 | $289K | Sell |
5,307
-480
| -8% | -$25.7K | 0.03% | 200 |
|
|
2019
Q2 | $295K | Sell |
5,787
-211
| -4% | -$10.3K | 0.03% | 188 |
|
|
2019
Q1 | $281K | Buy |
5,998
+390
| +7% | +$18.2K | 0.03% | 191 |
|
|
2018
Q4 | $266K | Sell |
5,608
-435
| -7% | -$20.8K | 0.04% | 189 |
|
|
2018
Q3 | $279K | Buy |
6,043
+108
| +2% | +$4.93K | 0.03% | 188 |
|
|
2018
Q2 | $260K | Buy |
5,935
+3,300
| +125% | +$143K | 0.03% | 207 |
|
|
2018
Q1 | $114K | Sell |
2,635
-12,374
| -82% | -$556K | 0.01% | 251 |
|
|
2017
Q4 | $689K | Buy |
15,009
+540
| +4% | +$24.8K | 0.08% | 141 |
|
|
2017
Q3 | $651K | Buy |
14,469
+7,029
| +94% | +$320K | 0.07% | 139 |
|
|
2017
Q2 | $334K | Sell |
7,440
-169
| -2% | -$7.47K | 0.04% | 152 |
|
|
2017
Q1 | $323K | Buy |
+7,609
| New | +$317K | 0.04% | 153 |
|
Other funds holding KO
VCM
VPM
