Trueblood 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 | $844K | Buy |
11,934
+117
| +1% | +$8.28K | 0.35% | 99 |
|
|
2025
Q1 | $846K | Hold |
11,817
| – | – | 0.39% | 88 |
|
|
2024
Q4 | $736K | Sell |
11,817
-80
| -0.7% | -$4.98K | 0.36% | 93 |
|
|
2024
Q3 | $855K | Sell |
11,897
-12
| -0.1% | -$862 | 0.43% | 77 |
|
|
2024
Q2 | $758K | Sell |
11,909
-3,461
| -23% | -$220K | 0.43% | 79 |
|
|
2024
Q1 | $940K | Sell |
15,370
-176
| -1% | -$10.8K | 0.54% | 59 |
|
|
2023
Q4 | $916K | Buy |
+15,546
| New | +$916K | 0.57% | 50 |
|