Sculati 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 | $300K | Sell |
4,247
-1,121
| -21% | -$79.3K | 0.11% | 102 |
|
2025
Q1 | $384K | Hold |
5,368
| – | – | 0.16% | 83 |
|
2024
Q4 | $334K | Sell |
5,368
-735
| -12% | -$45.8K | 0.13% | 91 |
|
2024
Q3 | $439K | Sell |
6,103
-1,771
| -22% | -$127K | 0.17% | 78 |
|
2024
Q2 | $501K | Sell |
7,874
-97
| -1% | -$6.18K | 0.21% | 73 |
|
2024
Q1 | $488K | Sell |
7,971
-1,326
| -14% | -$81.1K | 0.21% | 78 |
|
2023
Q4 | $548K | Sell |
9,297
-3,817
| -29% | -$225K | 0.26% | 70 |
|
2023
Q3 | $734K | Sell |
13,114
-4,896
| -27% | -$274K | 0.38% | 68 |
|
2023
Q2 | $1.08M | Sell |
18,010
-5,266
| -23% | -$317K | 0.55% | 58 |
|
2023
Q1 | $1.44M | Sell |
23,276
-4,827
| -17% | -$299K | 0.77% | 47 |
|
2022
Q4 | $1.79M | Buy |
28,103
+553
| +2% | +$35.2K | 1% | 32 |
|
2022
Q3 | $1.54M | Buy |
27,550
+1,149
| +4% | +$64.4K | 0.91% | 36 |
|
2022
Q2 | $1.66M | Buy |
26,401
+1,032
| +4% | +$64.9K | 0.95% | 36 |
|
2022
Q1 | $1.57M | Buy |
25,369
+1,068
| +4% | +$66.2K | 0.77% | 45 |
|
2021
Q4 | $1.44M | Buy |
24,301
+1,576
| +7% | +$93.3K | 0.7% | 42 |
|
2021
Q3 | $1.19M | Buy |
22,725
+3,054
| +16% | +$160K | 0.63% | 52 |
|
2021
Q2 | $1.06M | Buy |
19,671
+2,155
| +12% | +$117K | 0.56% | 55 |
|
2021
Q1 | $923K | Buy |
+17,516
| New | +$923K | 0.53% | 54 |
|