Shakespeare 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 | $201K | Sell |
2,837
-983
| -26% | -$69.5K | 0.05% | 92 |
|
|
2025
Q1 | $274K | Buy |
3,820
+1
| +0% | +$72 | 0.07% | 85 |
|
|
2024
Q4 | $238K | Buy |
3,819
+23
| +0.6% | +$1.43K | 0.06% | 89 |
|
|
2024
Q3 | $273K | Buy |
3,796
+20
| +0.5% | +$1.44K | 0.07% | 82 |
|
|
2024
Q2 | $240K | Buy |
+3,776
| New | +$240K | 0.07% | 77 |
|
|
2023
Q3 | – | Sell |
-3,483
| Closed | -$210K | – | 81 |
|
|
2023
Q2 | $210K | Hold |
3,483
| – | – | 0.07% | 77 |
|
|
2023
Q1 | $216K | Hold |
3,483
| – | – | 0.08% | 75 |
|
|
2022
Q4 | $222K | Buy |
+3,483
| New | +$222K | 0.08% | 69 |
|
|
2022
Q3 | – | Sell |
-4,122
| Closed | -$259K | – | 70 |
|
|
2022
Q2 | $259K | Hold |
4,122
| – | – | 0.11% | 60 |
|
|
2022
Q1 | $258K | Buy |
4,122
+8
| +0.2% | +$501 | 0.09% | 65 |
|
|
2021
Q4 | $244K | Sell |
4,114
-275
| -6% | -$16.3K | 0.09% | 64 |
|
|
2021
Q3 | $233K | Buy |
4,389
+129
| +3% | +$6.85K | 0.09% | 67 |
|
|
2021
Q2 | $241K | Buy |
4,260
+423
| +11% | +$23.9K | 0.09% | 63 |
|
|
2021
Q1 | $202K | Hold |
3,837
| – | – | 0.08% | 73 |
|
|
2020
Q4 | $210K | Buy |
+3,837
| New | +$210K | 0.09% | 69 |
|
|
2020
Q1 | – | Sell |
-3,837
| Closed | -$212K | – | 60 |
|
|
2019
Q4 | $212K | Sell |
3,837
-22
| -0.6% | -$1.22K | 0.11% | 73 |
|
|
2019
Q3 | $210K | Buy |
+3,859
| New | +$210K | 0.12% | 71 |
|