Wagner Wealth Management’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 | $218K | Buy |
3,075
+13
| +0.4% | +$920 | 0.05% | 117 |
|
|
2025
Q1 | $219K | Buy |
+3,062
| New | +$219K | 0.05% | 108 |
|
|
2022
Q4 | – | Sell |
-2,267
| Closed | -$127K | – | 507 |
|
|
2022
Q3 | $127K | Buy |
2,267
+781
| +53% | +$43.8K | 0.09% | 131 |
|
|
2022
Q2 | $93K | Buy |
+1,486
| New | +$93K | 0.07% | 153 |
|
|
2022
Q1 | – | Sell |
-2,140
| Closed | -$127K | – | 444 |
|
|
2021
Q4 | $127K | Buy |
2,140
+5
| +0.2% | +$297 | 0.1% | 160 |
|
|
2021
Q3 | $120K | Buy |
2,135
+46
| +2% | +$2.59K | 0.1% | 157 |
|
|
2021
Q2 | $113K | Buy |
2,089
+623
| +42% | +$33.7K | 0.08% | 172 |
|
|
2021
Q1 | $77K | Buy |
+1,466
| New | +$77K | 0.06% | 196 |
|
|
2018
Q3 | $6.86M | Sell |
148,483
-3,998
| -3% | -$185K | 4.57% | 1 |
|
|
2018
Q2 | $6.69M | Sell |
152,481
-16,764
| -10% | -$735K | 4.83% | 1 |
|
|
2018
Q1 | $7.35M | Sell |
169,245
-8,150
| -5% | -$354K | 5.6% | 1 |
|
|
2017
Q4 | $8.17M | Buy |
+177,395
| New | +$8.17M | 6.11% | 1 |
|