Schrum Private 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 | $725K | Buy |
10,248
+210
| +2% | +$14.9K | 0.58% | 49 |
|
|
2025
Q1 | $719K | Hold |
10,038
| – | – | 0.63% | 44 |
|
|
2024
Q4 | $625K | Sell |
10,038
-7,800
| -44% | -$486K | 0.53% | 52 |
|
|
2024
Q3 | $1.28M | Buy |
17,838
+7,806
| +78% | +$561K | 0.66% | 39 |
|
|
2024
Q2 | $639K | Sell |
10,032
-429
| -4% | -$27.3K | 0.58% | 50 |
|
|
2024
Q1 | $640K | Buy |
10,461
+2,057
| +24% | +$126K | 0.58% | 50 |
|
|
2023
Q4 | $495K | Sell |
8,404
-1,558
| -16% | -$91.8K | 0.7% | 41 |
|
|
2023
Q3 | $558K | Hold |
9,962
| – | – | 0.64% | 47 |
|
|
2023
Q2 | $600K | Buy |
9,962
+1
| +0% | +$60 | 0.65% | 44 |
|
|
2023
Q1 | $618K | Hold |
9,961
| – | – | 0.71% | 42 |
|
|
2022
Q4 | $634K | Sell |
9,961
-739
| -7% | -$47K | 0.75% | 35 |
|
|
2022
Q3 | $600K | Sell |
10,700
-500
| -4% | -$28K | 0.76% | 37 |
|
|
2022
Q2 | $705K | Hold |
11,200
| – | – | 0.8% | 34 |
|
|
2022
Q1 | $719K | Buy |
11,200
+69
| +0.6% | +$4.43K | 0.72% | 42 |
|
|
2021
Q4 | $658K | Buy |
+11,131
| New | +$658K | 0.6% | 46 |
|