Waddell & Associates’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 | $987K | Sell |
13,944
-2,585
| -16% | -$183K | 0.11% | 60 |
|
|
2025
Q1 | $1.18M | Sell |
16,529
-500
| -3% | -$35.8K | 0.14% | 46 |
|
|
2024
Q4 | $1.06M | Sell |
17,029
-3,455
| -17% | -$215K | 0.11% | 52 |
|
|
2024
Q3 | $1.47M | Sell |
20,484
-16
| -0.1% | -$1.15K | 0.18% | 39 |
|
|
2024
Q2 | $1.3M | Buy |
20,500
+313
| +2% | +$19.9K | 0.17% | 41 |
|
|
2024
Q1 | $1.24M | Sell |
20,187
-3,188
| -14% | -$195K | 0.17% | 42 |
|
|
2023
Q4 | $1.38M | Sell |
23,375
-3,761
| -14% | -$221K | 0.19% | 41 |
|
|
2023
Q3 | $1.52M | Buy |
27,136
+189
| +0.7% | +$10.6K | 0.22% | 40 |
|
|
2023
Q2 | $1.62M | Sell |
26,947
-501
| -2% | -$30.2K | 0.24% | 35 |
|
|
2023
Q1 | $1.7M | Sell |
27,448
-607
| -2% | -$37.7K | 0.27% | 33 |
|
|
2022
Q4 | $1.78M | Buy |
28,055
+1,013
| +4% | +$64.4K | 0.3% | 34 |
|
|
2022
Q3 | $1.52M | Buy |
27,042
+108
| +0.4% | +$6.05K | 0.29% | 32 |
|
|
2022
Q2 | $1.69M | Buy |
26,934
+496
| +2% | +$31.2K | 0.35% | 25 |
|
|
2022
Q1 | $1.64M | Sell |
26,438
-33
| -0.1% | -$2.05K | 0.26% | 28 |
|
|
2021
Q4 | $1.57M | Buy |
26,471
+725
| +3% | +$42.9K | 0.25% | 28 |
|
|
2021
Q3 | $1.35M | Buy |
25,746
+7,117
| +38% | +$373K | 0.23% | 27 |
|
|
2021
Q2 | $1.01K | Buy |
+18,629
| New | +$1.01K | 0.15% | 34 |
|