WFS
Walker Financial Services’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.35M | Buy |
33,218
+2,095
| +7% | +$148K | 1.07% | 16 |
|
|
2025
Q1 | $2.23M | Buy |
31,123
+1,470
| +5% | +$105K | 1.17% | 11 |
|
|
2024
Q4 | $1.85M | Buy |
29,653
+1,472
| +5% | +$91.7K | 1.07% | 12 |
|
|
2024
Q3 | $2.03M | Buy |
28,181
+1,500
| +6% | +$108K | 1.37% | 12 |
|
|
2024
Q2 | $1.7M | Buy |
26,681
+2,036
| +8% | +$130K | 1.33% | 12 |
|
|
2024
Q1 | $1.51M | Buy |
24,645
+1,468
| +6% | +$89.8K | 1.24% | 13 |
|
|
2023
Q4 | $1.37M | Buy |
23,177
+74
| +0.3% | +$4.36K | 1.41% | 12 |
|
|
2023
Q3 | $1.29M | Buy |
23,103
+1,392
| +6% | +$77.9K | 1.26% | 11 |
|
|
2023
Q2 | $1.31M | Buy |
21,711
+1,147
| +6% | +$69.1K | 1.29% | 11 |
|
|
2023
Q1 | $1.28M | Hold |
20,564
| – | – | 1.31% | 11 |
|
|
2022
Q4 | $1.28M | Sell |
20,564
-413
| -2% | -$25.6K | 1.31% | 11 |
|
|
2022
Q3 | $1.18M | Sell |
20,977
-14,438
| -41% | -$809K | 1.1% | 13 |
|
|
2022
Q2 | $2.23M | Sell |
35,415
-531
| -1% | -$33.4K | 2.17% | 11 |
|
|
2022
Q1 | $2.23M | Buy |
+35,946
| New | +$2.23M | 2.05% | 11 |
|