Walker Asset 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 | $400K | Buy |
5,658
+16
| +0.3% | +$1.13K | 0.23% | 75 |
|
|
2025
Q1 | $404K | Hold |
5,642
| – | – | 0.25% | 70 |
|
|
2024
Q4 | $351K | Buy |
5,642
+33
| +0.6% | +$2.06K | 0.22% | 78 |
|
|
2024
Q3 | $403K | Buy |
5,609
+17
| +0.3% | +$1.22K | 0.25% | 73 |
|
|
2024
Q2 | $356K | Buy |
5,592
+19
| +0.3% | +$1.21K | 0.24% | 78 |
|
|
2024
Q1 | $341K | Hold |
5,573
| – | – | 0.23% | 86 |
|
|
2023
Q4 | $328K | Buy |
5,573
+1,959
| +54% | +$115K | 0.24% | 78 |
|
|
2023
Q3 | $202K | Buy |
3,614
+3
| +0.1% | +$168 | 0.18% | 86 |
|
|
2023
Q2 | $217K | Buy |
3,611
+2
| +0.1% | +$120 | 0.18% | 85 |
|
|
2023
Q1 | $224K | Hold |
3,609
| – | – | 0.19% | 82 |
|
|
2022
Q4 | $230K | Buy |
3,609
+4
| +0.1% | +$254 | 0.2% | 75 |
|
|
2022
Q3 | $202K | Buy |
3,605
+2
| +0.1% | +$112 | 0.18% | 80 |
|
|
2022
Q2 | $227K | Buy |
3,603
+2
| +0.1% | +$126 | 0.2% | 78 |
|
|
2022
Q1 | $223K | Hold |
3,601
| – | – | 0.18% | 86 |
|
|
2021
Q4 | $213K | Buy |
+3,601
| New | +$213K | 0.19% | 79 |
|