TPCW
TD Private Client Wealth’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.6M | Sell |
93,331
-7,463
| -7% | -$528K | 0.16% | 93 |
|
|
2025
Q1 | $7.22M | Buy |
100,794
+21,178
| +27% | +$1.52M | 0.2% | 81 |
|
|
2024
Q4 | $4.96M | Buy |
79,616
+4,828
| +6% | +$301K | 0.14% | 110 |
|
|
2024
Q3 | $5.37M | Sell |
74,788
-3,562
| -5% | -$256K | 0.15% | 100 |
|
|
2024
Q2 | $4.99M | Sell |
78,350
-1,522
| -2% | -$96.9K | 0.16% | 99 |
|
|
2024
Q1 | $4.89M | Sell |
79,872
-4,416
| -5% | -$270K | 0.16% | 108 |
|
|
2023
Q4 | $4.97M | Buy |
84,288
+2,911
| +4% | +$172K | 0.18% | 97 |
|
|
2023
Q3 | $4.56M | Sell |
81,377
-2,218
| -3% | -$124K | 0.2% | 104 |
|
|
2023
Q2 | $5.03M | Sell |
83,595
-875
| -1% | -$52.7K | 0.22% | 103 |
|
|
2023
Q1 | $5.24M | Buy |
84,470
+24,261
| +40% | +$1.5M | 0.24% | 99 |
|
|
2022
Q4 | $3.83M | Sell |
60,209
-4,398
| -7% | -$280K | 0.18% | 121 |
|
|
2022
Q3 | $3.62M | Sell |
64,607
-9,445
| -13% | -$529K | 0.19% | 126 |
|
|
2022
Q2 | $4.66M | Sell |
74,052
-3,704
| -5% | -$233K | 0.23% | 102 |
|
|
2022
Q1 | $4.82M | Sell |
77,756
-30,063
| -28% | -$1.86M | 0.21% | 111 |
|
|
2021
Q4 | $6.38M | Sell |
107,819
-15,266
| -12% | -$904K | 0.27% | 80 |
|
|
2021
Q3 | $6.46M | Buy |
123,085
+2,274
| +2% | +$119K | 0.28% | 81 |
|
|
2021
Q2 | $6.54M | Buy |
120,811
+14,646
| +14% | +$792K | 0.28% | 81 |
|
|
2021
Q1 | $5.6M | Sell |
106,165
-21,613
| -17% | -$1.14M | 0.26% | 89 |
|
|
2020
Q4 | $7.01M | Sell |
127,778
-28,237
| -18% | -$1.55M | 0.36% | 61 |
|
|
2020
Q3 | $7.7M | Sell |
156,015
-5,652
| -3% | -$279K | 0.43% | 53 |
|
|
2020
Q2 | $7.22M | Sell |
161,667
-25,134
| -13% | -$1.12M | 0.42% | 56 |
|
|
2020
Q1 | $8.27M | Sell |
186,801
-9,879
| -5% | -$437K | 0.59% | 36 |
|
|
2019
Q4 | $10.9M | Buy |
+196,680
| New | +$10.9M | 0.65% | 33 |
|