Sterling 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 | $362K | Buy |
+5,118
| New | +$362K | 0.12% | 72 |
|
|
2024
Q4 | $316K | Hold |
5,079
| – | – | 0.12% | 85 |
|
|
2024
Q3 | $365K | Hold |
5,079
| – | – | 0.14% | 81 |
|
|
2024
Q2 | $323K | Hold |
5,079
| – | – | 0.15% | 78 |
|
|
2024
Q1 | $311K | Buy |
5,079
+40
| +0.8% | +$2.45K | 0.15% | 77 |
|
|
2023
Q4 | $297K | Buy |
+5,039
| New | +$297K | 0.17% | 70 |
|