SVB Wealth’s Coca-Cola KO Stock Holding History

SVB Wealth’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.84M	Buy	+68,442	New	+$4.84M	0.26%	77
2025 Q1	–	Sell	-92,485	Closed	-$5.76M	–	1654
2024 Q4	$5.76M	Buy	+92,485	New	+$5.76M	0.11%	128
2024 Q3	–	Sell	-86,168	Closed	-$5.48M	–	341
2024 Q2	$5.48M	Sell	86,168 -13,695	-14%	-$872K	0.14%	141
2024 Q1	$6.11M	Sell	99,863 -1,537	-2%	-$94K	0.14%	151
2023 Q4	$5.98M	Sell	101,400 -6,020	-6%	-$355K	0.15%	150
2023 Q3	$6.01M	Sell	107,420 -8,920	-8%	-$499K	0.13%	138
2023 Q2	$7.01M	Sell	116,340 -22,437	-16%	-$1.35M	0.13%	137
2023 Q1	$8.61M	Sell	138,777 -4,894	-3%	-$304K	0.12%	135
2022 Q4	$9.14M	Sell	143,671 -3,938	-3%	-$250K	0.12%	124
2022 Q3	$8.27M	Buy	147,609 +16,961	+13%	+$950K	0.12%	132
2022 Q2	$8.22M	Buy	130,648 +3,726	+3%	+$234K	0.13%	116
2022 Q1	$7.87M	Sell	126,922 -2,534	-2%	-$157K	0.11%	127
2021 Q4	$7.67M	Buy	129,456 +96	+0.1%	+$5.68K	0.13%	123
2021 Q3	$6.79M	Buy	129,360 +1,831	+1%	+$96.1K	0.09%	145
2021 Q2	$6.9M	Sell	127,529 -4,760	-4%	-$258K	0.09%	149
2021 Q1	$6.97M	Sell	132,289 -7,862	-6%	-$414K	0.1%	140
2020 Q4	$7.69M	Sell	140,151 -1,339	-0.9%	-$73.4K	0.11%	127
2020 Q3	$6.99M	Buy	141,490 +4,090	+3%	+$202K	0.12%	122
2020 Q2	$6.14M	Sell	137,400 -28,344	-17%	-$1.27M	0.11%	119
2020 Q1	$7.33M	Sell	165,744 -45,620	-22%	-$2.02M	0.18%	90
2019 Q4	$11.7M	Sell	211,364 -229,712	-52%	-$12.7M	0.21%	84
2019 Q3	$24M	Sell	441,076 -10,351	-2%	-$564K	0.48%	37
2019 Q2	$23M	Sell	451,427 -3,280	-0.7%	-$167K	0.77%	35
2019 Q1	$21.3M	Buy	454,707 +38,829	+9%	+$1.82M	0.84%	35
2018 Q4	$19.7M	Buy	415,878 +9,146	+2%	+$433K	0.84%	35
2018 Q3	$18.8M	Sell	406,732 -432	-0.1%	-$20K	0.66%	49
2018 Q2	$17.9M	Sell	407,164 -14,531	-3%	-$637K	0.68%	46
2018 Q1	$18.3M	Sell	421,695 -1,772	-0.4%	-$77K	0.7%	49
2017 Q4	$19.4M	Buy	423,467 +8,840	+2%	+$406K	0.73%	45
2017 Q3	$18.7M	Buy	414,627 +15,093	+4%	+$679K	0.72%	45
2017 Q2	$17.9M	Sell	399,534 -15,931	-4%	-$715K	0.7%	48
2017 Q1	$17.6M	Buy	415,465 +37,414	+10%	+$1.59M	0.7%	47
2016 Q4	$15.7M	Sell	378,051 -22,559	-6%	-$935K	0.65%	50
2016 Q3	$17M	Buy	400,610 +7,938	+2%	+$336K	0.69%	49
2016 Q2	$17.8M	Sell	392,672 -7,152	-2%	-$324K	0.73%	45
2016 Q1	$18.5M	Buy	399,824 +10,808	+3%	+$501K	0.76%	44
2015 Q4	$16.7M	Buy	389,016 +13,694	+4%	+$588K	0.66%	50
2015 Q3	$15.1M	Buy	375,322 +16,094	+4%	+$646K	0.58%	54
2015 Q2	$14.1M	Sell	359,228 -21,562	-6%	-$846K	0.47%	67
2015 Q1	$15.4M	Sell	380,790 -28,314	-7%	-$1.15M	0.5%	68
2014 Q4	$17.3M	Buy	+409,104	New	+$17.3M	0.56%	58