Ullmann Wealth Partners Group’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 | $1.03M | Sell |
14,607
-19
| -0.1% | -$1.34K | 0.12% | 65 |
|
|
2025
Q1 | $1.05M | Buy |
14,626
+801
| +6% | +$57.4K | 0.14% | 58 |
|
|
2024
Q4 | $861K | Buy |
13,825
+16
| +0.1% | +$996 | 0.11% | 66 |
|
|
2024
Q3 | $992K | Buy |
13,809
+5,908
| +75% | +$425K | 0.13% | 60 |
|
|
2024
Q2 | $503K | Buy |
7,901
+512
| +7% | +$32.6K | 0.07% | 75 |
|
|
2024
Q1 | $452K | Buy |
7,389
+331
| +5% | +$20.3K | 0.07% | 75 |
|
|
2023
Q4 | $416K | Sell |
7,058
-88
| -1% | -$5.19K | 0.07% | 73 |
|
|
2023
Q3 | $400K | Sell |
7,146
-892
| -11% | -$49.9K | 0.07% | 68 |
|
|
2023
Q2 | $484K | Buy |
8,038
+157
| +2% | +$9.45K | 0.1% | 59 |
|
|
2023
Q1 | $489K | Sell |
7,881
-747
| -9% | -$46.3K | 0.11% | 54 |
|
|
2022
Q4 | $549K | Buy |
8,628
+759
| +10% | +$48.3K | 0.13% | 47 |
|
|
2022
Q3 | $441K | Buy |
7,869
+557
| +8% | +$31.2K | 0.12% | 49 |
|
|
2022
Q2 | $460K | Sell |
7,312
-19
| -0.3% | -$1.2K | 0.12% | 54 |
|
|
2022
Q1 | $455K | Sell |
7,331
-6,146
| -46% | -$381K | 0.12% | 53 |
|
|
2021
Q4 | $798K | Buy |
13,477
+86
| +0.6% | +$5.09K | 0.21% | 40 |
|
|
2021
Q3 | $703K | Buy |
13,391
+1,258
| +10% | +$66K | 0.28% | 36 |
|
|
2021
Q2 | $657K | Buy |
12,133
+912
| +8% | +$49.4K | 0.27% | 41 |
|
|
2021
Q1 | $591K | Sell |
11,221
-82
| -0.7% | -$4.32K | 0.26% | 42 |
|
|
2020
Q4 | $620K | Buy |
11,303
+163
| +1% | +$8.94K | 0.31% | 35 |
|
|
2020
Q3 | $550K | Hold |
11,140
| – | – | 0.32% | 36 |
|
|
2020
Q2 | $498K | Hold |
11,140
| – | – | 0.31% | 35 |
|
|
2020
Q1 | $492K | Sell |
11,140
-400
| -3% | -$17.7K | 0.37% | 31 |
|
|
2019
Q4 | $639K | Sell |
11,540
-204
| -2% | -$11.3K | 0.39% | 29 |
|
|
2019
Q3 | $639K | Sell |
11,744
-4,296
| -27% | -$234K | 0.39% | 29 |
|
|
2019
Q2 | $816K | Sell |
16,040
-849
| -5% | -$43.2K | 0.51% | 25 |
|
|
2019
Q1 | $791K | Buy |
16,889
+348
| +2% | +$16.3K | 0.51% | 25 |
|
|
2018
Q4 | $783K | Sell |
16,541
-6,500
| -28% | -$308K | 0.58% | 24 |
|
|
2018
Q3 | $1.06M | Buy |
23,041
+9,165
| +66% | +$423K | 0.71% | 21 |
|
|
2018
Q2 | $608K | Buy |
13,876
+200
| +1% | +$8.76K | 0.42% | 26 |
|
|
2018
Q1 | $593K | Sell |
13,676
-2,200
| -14% | -$95.4K | 0.42% | 27 |
|
|
2017
Q4 | $730K | Buy |
15,876
+10,453
| +193% | +$481K | 0.5% | 24 |
|
|
2017
Q3 | $229K | Sell |
5,423
-13,208
| -71% | -$558K | 0.23% | 45 |
|
|
2017
Q2 | $835K | Sell |
18,631
-813
| -4% | -$36.4K | 0.6% | 22 |
|
|
2017
Q1 | $825K | Hold |
19,444
| – | – | 0.68% | 22 |
|
|
2016
Q4 | $807K | Buy |
+19,444
| New | +$807K | 0.77% | 22 |
|