Sheets Smith Wealth Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.4M | Buy |
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|
2025
Q1 | $23.7M | Hold |
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|
2024
Q4 | $20.6M | Buy |
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|
2024
Q3 | $23.8M | Buy |
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|
2024
Q2 | $21M | Buy |
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|
2024
Q1 | $20.2M | Sell |
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|
2023
Q4 | $19.5M | Sell |
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|
2023
Q3 | $18.6M | Buy |
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|
2023
Q2 | $19.9M | Buy |
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|
2023
Q1 | $20.5M | Sell |
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|
2022
Q4 | $21.1M | Buy |
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|
2022
Q3 | $18.6M | Buy |
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|
2022
Q2 | $20.9M | Sell |
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|
2022
Q1 | $20.6M | Sell |
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|
2021
Q4 | $19.7M | Buy |
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|
2021
Q3 | $17.5M | Sell |
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|
2021
Q2 | $18M | Buy |
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|
2021
Q1 | $17.6M | Buy |
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|
2020
Q4 | $18.3M | Buy |
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|
2020
Q3 | $16.4M | Buy |
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|
2020
Q2 | $14.8M | Buy |
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|
2020
Q1 | $14.6M | Buy |
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|
2019
Q4 | $562K | Hold |
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|
2019
Q3 | $553K | Hold |
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|
2019
Q2 | $517K | Sell |
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|
2019
Q1 | $522K | Sell |
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|
2018
Q4 | $533K | Hold |
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|
2018
Q3 | $520K | Hold |
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|
2018
Q2 | $493K | Sell |
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|
2018
Q1 | $504K | Hold |
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|
2017
Q4 | $532K | Buy |
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|
2017
Q3 | $517K | Buy |
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|
2017
Q2 | $515K | Sell |
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|
2017
Q1 | $508K | Sell |
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|
2016
Q4 | $551K | Sell |
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|
2016
Q3 | $587K | Buy |
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|
2016
Q2 | $628K | Sell |
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|
2016
Q1 | $750K | Sell |
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|
2015
Q4 | $698K | Sell |
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|
2015
Q3 | $688K | Sell |
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|
2015
Q2 | $678K | Buy |
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|
2015
Q1 | $700K | Sell |
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|
2014
Q4 | $739K | Buy |
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|
2014
Q3 | $725K | Buy |
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|
2014
Q2 | $717K | Buy |
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|
2014
Q1 | $639K | Sell |
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|
2013
Q4 | $785K | Sell |
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|
2013
Q3 | $726K | Sell |
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|
2013
Q2 | $779K | Buy |
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