TCWA
Turtle Creek Wealth Advisors’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.38M | Buy |
61,851
+4,081
| +7% | +$289K | 0.52% | 56 |
|
|
2025
Q1 | $4.14M | Buy |
57,770
+46,026
| +392% | +$3.3M | 0.62% | 55 |
|
|
2024
Q4 | $731K | Buy |
11,744
+2,276
| +24% | +$142K | 0.17% | 58 |
|
|
2024
Q3 | $680K | Buy |
9,468
+605
| +7% | +$43.5K | 0.14% | 87 |
|
|
2024
Q2 | $564K | Buy |
8,863
+1,588
| +22% | +$101K | 0.13% | 87 |
|
|
2024
Q1 | $445K | Buy |
7,275
+482
| +7% | +$29.5K | 0.11% | 97 |
|
|
2023
Q4 | $400K | Buy |
+6,793
| New | +$400K | 0.12% | 105 |
|