ViaWealth’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 | $635K | Sell |
8,981
-477
| -5% | -$33.7K | 0.38% | 86 |
|
|
2025
Q1 | $677K | Hold |
9,458
| – | – | 0.42% | 76 |
|
|
2024
Q4 | $589K | Sell |
9,458
-755
| -7% | -$47K | 0.36% | 85 |
|
|
2024
Q3 | $734K | Buy |
10,213
+5
| +0% | +$359 | 0.43% | 76 |
|
|
2024
Q2 | $650K | Buy |
10,208
+5
| +0% | +$318 | 0.4% | 74 |
|
|
2024
Q1 | $624K | Buy |
10,203
+725
| +8% | +$44.4K | 0.39% | 83 |
|
|
2023
Q4 | $559K | Buy |
9,478
+10
| +0.1% | +$589 | 0.38% | 90 |
|
|
2023
Q3 | $530K | Sell |
9,468
-1,020
| -10% | -$57.1K | 0.39% | 85 |
|
|
2023
Q2 | $632K | Buy |
10,488
+12
| +0.1% | +$723 | 0.47% | 68 |
|
|
2023
Q1 | $650K | Buy |
10,476
+325
| +3% | +$20.2K | 0.51% | 65 |
|
|
2022
Q4 | $636K | Buy |
+10,151
| New | +$636K | 0.52% | 66 |
|