SSWM
Sheets Smith Wealth Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.4M | Buy |
330,629
+1
| +0% | +$71 | 2.74% | 3 |
|
|
2025
Q1 | $23.7M | Hold |
330,628
| – | – | 2.94% | 3 |
|
|
2024
Q4 | $20.6M | Buy |
330,628
+102
| +0% | +$6.35K | 2.51% | 5 |
|
|
2024
Q3 | $23.8M | Buy |
330,526
+1
| +0% | +$72 | 2.91% | 3 |
|
|
2024
Q2 | $21M | Buy |
330,525
+1
| +0% | +$64 | 2.52% | 3 |
|
|
2024
Q1 | $20.2M | Sell |
330,524
-999
| -0.3% | -$61.1K | 2.26% | 5 |
|
|
2023
Q4 | $19.5M | Sell |
331,523
-112
| -0% | -$6.6K | 2.78% | 2 |
|
|
2023
Q3 | $18.6M | Buy |
331,635
+356
| +0.1% | +$19.9K | 2.83% | 3 |
|
|
2023
Q2 | $19.9M | Buy |
331,279
+2
| +0% | +$120 | 2.92% | 4 |
|
|
2023
Q1 | $20.5M | Sell |
331,277
-711
| -0.2% | -$44.1K | 3.14% | 5 |
|
|
2022
Q4 | $21.1M | Buy |
331,988
+2
| +0% | +$127 | 3.31% | 4 |
|
|
2022
Q3 | $18.6M | Buy |
331,986
+61
| +0% | +$3.42K | 3.11% | 5 |
|
|
2022
Q2 | $20.9M | Sell |
331,925
-629
| -0.2% | -$39.6K | 3.44% | 3 |
|
|
2022
Q1 | $20.6M | Sell |
332,554
-106
| -0% | -$6.57K | 2.84% | 3 |
|
|
2021
Q4 | $19.7M | Buy |
332,660
+4
| +0% | +$237 | 2.44% | 5 |
|
|
2021
Q3 | $17.5M | Sell |
332,656
-810
| -0.2% | -$42.5K | 2.37% | 5 |
|
|
2021
Q2 | $18M | Buy |
333,466
+300
| +0.1% | +$16.2K | 2.43% | 5 |
|
|
2021
Q1 | $17.6M | Buy |
333,166
+63
| +0% | +$3.32K | 2.58% | 3 |
|
|
2020
Q4 | $18.3M | Buy |
333,103
+712
| +0.2% | +$39K | 2.76% | 3 |
|
|
2020
Q3 | $16.4M | Buy |
332,391
+1,057
| +0.3% | +$52.2K | 2.85% | 3 |
|
|
2020
Q2 | $14.8M | Buy |
331,334
+510
| +0.2% | +$22.8K | 2.96% | 4 |
|
|
2020
Q1 | $14.6M | Buy |
330,824
+320,674
| +3,159% | +$14.2M | 3.07% | 2 |
|
|
2019
Q4 | $562K | Hold |
10,150
| – | – | 0.11% | 190 |
|
|
2019
Q3 | $553K | Hold |
10,150
| – | – | 0.11% | 179 |
|
|
2019
Q2 | $517K | Sell |
10,150
-1,000
| -9% | -$50.9K | 0.11% | 201 |
|
|
2019
Q1 | $522K | Sell |
11,150
-100
| -0.9% | -$4.68K | 0.11% | 195 |
|
|
2018
Q4 | $533K | Hold |
11,250
| – | – | 0.14% | 152 |
|
|
2018
Q3 | $520K | Hold |
11,250
| – | – | 0.11% | 209 |
|
|
2018
Q2 | $493K | Sell |
11,250
-351
| -3% | -$15.4K | 0.12% | 191 |
|
|
2018
Q1 | $504K | Hold |
11,601
| – | – | 0.12% | 183 |
|
|
2017
Q4 | $532K | Buy |
11,601
+124
| +1% | +$5.69K | 0.13% | 188 |
|
|
2017
Q3 | $517K | Buy |
11,477
+3
| +0% | +$135 | 0.13% | 183 |
|
|
2017
Q2 | $515K | Sell |
11,474
-497
| -4% | -$22.3K | 0.14% | 171 |
|
|
2017
Q1 | $508K | Sell |
11,971
-1,325
| -10% | -$56.2K | 0.13% | 182 |
|
|
2016
Q4 | $551K | Sell |
13,296
-569
| -4% | -$23.6K | 0.15% | 175 |
|
|
2016
Q3 | $587K | Buy |
13,865
+2
| +0% | +$85 | 0.17% | 165 |
|
|
2016
Q2 | $628K | Sell |
13,863
-2,311
| -14% | -$105K | 0.18% | 165 |
|
|
2016
Q1 | $750K | Sell |
16,174
-83
| -0.5% | -$3.85K | 0.23% | 135 |
|
|
2015
Q4 | $698K | Sell |
16,257
-888
| -5% | -$38.1K | 0.21% | 133 |
|
|
2015
Q3 | $688K | Sell |
17,145
-132
| -0.8% | -$5.3K | 0.23% | 116 |
|
|
2015
Q2 | $678K | Buy |
17,277
+16
| +0.1% | +$628 | 0.19% | 142 |
|
|
2015
Q1 | $700K | Sell |
17,261
-244
| -1% | -$9.9K | 0.19% | 147 |
|
|
2014
Q4 | $739K | Buy |
17,505
+517
| +3% | +$21.8K | 0.19% | 149 |
|
|
2014
Q3 | $725K | Buy |
16,988
+51
| +0.3% | +$2.18K | 0.2% | 145 |
|
|
2014
Q2 | $717K | Buy |
16,937
+413
| +2% | +$17.5K | 0.19% | 158 |
|
|
2014
Q1 | $639K | Sell |
16,524
-2,486
| -13% | -$96.1K | 0.18% | 158 |
|
|
2013
Q4 | $785K | Sell |
19,010
-166
| -0.9% | -$6.86K | 0.22% | 126 |
|
|
2013
Q3 | $726K | Sell |
19,176
-258
| -1% | -$9.77K | 0.24% | 115 |
|
|
2013
Q2 | $779K | Buy |
+19,434
| New | +$779K | 0.26% | 102 |
|