Schwarz Dygos Wheeler Investment Advisors’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 | $367K | Hold |
5,187
| – | – | 0.08% | 120 |
|
|
2025
Q1 | $372K | Hold |
5,187
| – | – | 0.09% | 116 |
|
|
2024
Q4 | $323K | Buy |
5,187
+37
| +0.7% | +$2.3K | 0.08% | 122 |
|
|
2024
Q3 | $370K | Sell |
5,150
-150
| -3% | -$10.8K | 0.09% | 109 |
|
|
2024
Q2 | $337K | Hold |
5,300
| – | – | 0.09% | 112 |
|
|
2024
Q1 | $324K | Buy |
5,300
+1
| +0% | +$61 | 0.09% | 114 |
|
|
2023
Q4 | $312K | Sell |
5,299
-1,000
| -16% | -$58.9K | 0.1% | 116 |
|
|
2023
Q3 | $353K | Sell |
6,299
-9
| -0.1% | -$504 | 0.12% | 102 |
|
|
2023
Q2 | $380K | Sell |
6,308
-289
| -4% | -$17.4K | 0.13% | 100 |
|
|
2023
Q1 | $409K | Hold |
6,597
| – | – | 0.15% | 90 |
|
|
2022
Q4 | $420K | Hold |
6,597
| – | – | 0.16% | 86 |
|
|
2022
Q3 | $370K | Hold |
6,597
| – | – | 0.16% | 81 |
|
|
2022
Q2 | $415K | Sell |
6,597
-865
| -12% | -$54.4K | 0.17% | 82 |
|
|
2022
Q1 | $463K | Hold |
7,462
| – | – | 0.16% | 84 |
|
|
2021
Q4 | $442K | Hold |
7,462
| – | – | 0.15% | 87 |
|
|
2021
Q3 | $392K | Hold |
7,462
| – | – | 0.14% | 89 |
|
|
2021
Q2 | $404K | Hold |
7,462
| – | – | 0.15% | 87 |
|
|
2021
Q1 | $393K | Hold |
7,462
| – | – | 0.16% | 83 |
|
|
2020
Q4 | $409K | Hold |
7,462
| – | – | 0.2% | 68 |
|
|
2020
Q3 | $368K | Sell |
7,462
-10
| -0.1% | -$493 | 0.21% | 68 |
|
|
2020
Q2 | $338K | Sell |
7,472
-765
| -9% | -$34.6K | 0.22% | 61 |
|
|
2020
Q1 | $364K | Buy |
8,237
+62
| +0.8% | +$2.74K | 0.31% | 53 |
|
|
2019
Q4 | $452K | Buy |
8,175
+173
| +2% | +$9.57K | 0.31% | 51 |
|
|
2019
Q3 | $436K | Sell |
8,002
-313
| -4% | -$17.1K | 0.35% | 51 |
|
|
2019
Q2 | $423K | Sell |
8,315
-287
| -3% | -$14.6K | 0.35% | 49 |
|
|
2019
Q1 | $403K | Sell |
8,602
-3,000
| -26% | -$141K | 0.35% | 48 |
|
|
2018
Q4 | $549K | Buy |
+11,602
| New | +$549K | 0.59% | 39 |
|