U.S. Capital Wealth Advisors’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 | $14.7M | Buy |
207,875
+11,418
| +6% | +$808K | 0.43% | 53 |
|
|
2025
Q1 | $14.1M | Buy |
196,457
+11,476
| +6% | +$822K | 0.43% | 52 |
|
|
2024
Q4 | $11.5M | Buy |
184,981
+9,492
| +5% | +$591K | 0.36% | 58 |
|
|
2024
Q3 | $12.6M | Sell |
175,489
-10,860
| -6% | -$780K | 0.44% | 55 |
|
|
2024
Q2 | $11.9M | Buy |
186,349
+2,974
| +2% | +$189K | 0.45% | 52 |
|
|
2024
Q1 | $11.2M | Buy |
183,375
+2,100
| +1% | +$128K | 0.43% | 52 |
|
|
2023
Q4 | $10.7M | Buy |
181,275
+11,498
| +7% | +$678K | 0.42% | 54 |
|
|
2023
Q3 | $9.5M | Buy |
169,777
+4,633
| +3% | +$259K | 0.43% | 50 |
|
|
2023
Q2 | $9.94M | Sell |
165,144
-1,239
| -0.7% | -$74.6K | 0.47% | 43 |
|
|
2023
Q1 | $10.3M | Buy |
166,383
+12,943
| +8% | +$803K | 0.48% | 42 |
|
|
2022
Q4 | $9.76M | Buy |
153,440
+1,819
| +1% | +$116K | 0.45% | 39 |
|
|
2022
Q3 | $8.49M | Buy |
151,621
+1,842
| +1% | +$103K | 0.43% | 40 |
|
|
2022
Q2 | $9.42M | Sell |
149,779
-3,597
| -2% | -$226K | 0.41% | 49 |
|
|
2022
Q1 | $9.51M | Sell |
153,376
-131,112
| -46% | -$8.13M | 0.35% | 56 |
|
|
2021
Q4 | $16.8M | Buy |
284,488
+3,614
| +1% | +$214K | 0.67% | 24 |
|
|
2021
Q3 | $14.7M | Buy |
+280,874
| New | +$14.7M | 0.64% | 31 |
|