Watchman Group’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 | $305K | Hold |
4,308
| – | – | 0.08% | 67 |
|
|
2025
Q1 | $309K | Sell |
4,308
-2
| -0% | -$143 | 0.09% | 70 |
|
|
2024
Q4 | $268K | Buy |
4,310
+2
| +0% | +$125 | 0.07% | 76 |
|
|
2024
Q3 | $310K | Buy |
4,308
+56
| +1% | +$4.02K | 0.08% | 71 |
|
|
2024
Q2 | $271K | Buy |
4,252
+196
| +5% | +$12.5K | 0.09% | 74 |
|
|
2024
Q1 | $248K | Hold |
4,056
| – | – | 0.08% | 77 |
|
|
2023
Q4 | $239K | Buy |
4,056
+56
| +1% | +$3.3K | 0.08% | 75 |
|
|
2023
Q3 | $224K | Hold |
4,000
| – | – | 0.1% | 69 |
|
|
2023
Q2 | $241K | Sell |
4,000
-800
| -17% | -$48.2K | 0.12% | 61 |
|
|
2023
Q1 | $298K | Hold |
4,800
| – | – | 0.16% | 59 |
|
|
2022
Q4 | $305K | Hold |
4,800
| – | – | 0.17% | 59 |
|
|
2022
Q3 | $269K | Hold |
4,800
| – | – | 0.17% | 59 |
|
|
2022
Q2 | $302K | Hold |
4,800
| – | – | 0.19% | 57 |
|
|
2022
Q1 | $298K | Hold |
4,800
| – | – | 0.18% | 64 |
|
|
2021
Q4 | $284K | Buy |
+4,800
| New | +$284K | 0.15% | 69 |
|
|
2020
Q1 | – | Sell |
-5,390
| Closed | -$298K | – | 82 |
|
|
2019
Q4 | $298K | Buy |
+5,390
| New | +$298K | 0.22% | 75 |
|