SteelPeak Wealth’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 | $11M | Buy |
154,895
+58,253
| +60% | +$4.15M | 0.43% | 55 |
|
|
2025
Q1 | $6.97M | Buy |
96,642
+11,710
| +14% | +$845K | 0.29% | 80 |
|
|
2024
Q4 | $5.29M | Sell |
84,932
-67,680
| -44% | -$4.21M | 0.21% | 88 |
|
|
2024
Q3 | $11M | Buy |
152,612
+18,578
| +14% | +$1.34M | 0.48% | 51 |
|
|
2024
Q2 | $8.6M | Sell |
134,034
-20,827
| -13% | -$1.34M | 0.4% | 53 |
|
|
2024
Q1 | $9.55M | Buy |
154,861
+27,160
| +21% | +$1.67M | 0.48% | 48 |
|
|
2023
Q4 | $7.53M | Buy |
127,701
+52,439
| +70% | +$3.09M | 0.44% | 64 |
|
|
2023
Q3 | $4.25M | Sell |
75,262
-118,756
| -61% | -$6.7M | 0.27% | 76 |
|
|
2023
Q2 | $11.8M | Sell |
194,018
-35,008
| -15% | -$2.12M | 0.7% | 40 |
|
|
2023
Q1 | $14.3M | Buy |
229,026
+172,841
| +308% | +$10.8M | 0.97% | 27 |
|
|
2022
Q4 | $3.57M | Sell |
56,185
-163,798
| -74% | -$10.4M | 0.26% | 82 |
|
|
2022
Q3 | $12.4M | Buy |
219,983
+29,089
| +15% | +$1.64M | 0.92% | 27 |
|
|
2022
Q2 | $12.1M | Sell |
190,894
-1,077
| -0.6% | -$68.2K | 0.87% | 28 |
|
|
2022
Q1 | $11.9M | Buy |
191,971
+24,594
| +15% | +$1.52M | 0.67% | 30 |
|
|
2021
Q4 | $9.91M | Buy |
167,377
+10,598
| +7% | +$627K | 0.56% | 38 |
|
|
2021
Q3 | $8.23M | Buy |
156,779
+2,724
| +2% | +$143K | 0.54% | 50 |
|
|
2021
Q2 | $8.34M | Buy |
154,055
+10,104
| +7% | +$547K | 0.58% | 42 |
|
|
2021
Q1 | $7.59M | Buy |
143,951
+37,222
| +35% | +$1.96M | 0.6% | 48 |
|
|
2020
Q4 | $5.85M | Sell |
106,729
-3,362
| -3% | -$184K | 0.53% | 44 |
|
|
2020
Q3 | $5.44M | Sell |
110,091
-973
| -0.9% | -$48K | 0.58% | 44 |
|
|
2020
Q2 | $4.96M | Buy |
111,064
+13,415
| +14% | +$599K | 0.63% | 43 |
|
|
2020
Q1 | $4.32M | Sell |
97,649
-8,179
| -8% | -$362K | 0.68% | 41 |
|
|
2019
Q4 | $5.86M | Buy |
+105,828
| New | +$5.86M | 0.81% | 34 |
|