Wallington 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 | $336K | Buy |
4,747
+54
| +1% | +$3.82K | 0.05% | 58 |
|
|
2025
Q1 | $336K | Hold |
4,693
| – | – | 0.05% | 75 |
|
|
2024
Q4 | $292K | Hold |
4,693
| – | – | 0.04% | 79 |
|
|
2024
Q3 | $337K | Buy |
4,693
+1,485
| +46% | +$107K | 0.05% | 77 |
|
|
2024
Q2 | $204K | Buy |
+3,208
| New | +$204K | 0.03% | 84 |
|
|
2023
Q3 | – | Sell |
-3,433
| Closed | -$207K | – | 83 |
|
|
2023
Q2 | $207K | Buy |
+3,433
| New | +$207K | 0.04% | 76 |
|