WBH Advisory’s Coca-Cola KO Stock Holding History

WBH Advisory’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.27M	Sell	17,992 -211	-1%	-$14.9K	0.11%	137
2025 Q1	$1.3M	Sell	18,203 -523	-3%	-$37.5K	0.12%	127
2024 Q4	$1.17M	Sell	18,726 -2,523	-12%	-$157K	0.11%	137
2024 Q3	$1.53M	Buy	21,249 +203	+1%	+$14.6K	0.14%	115
2024 Q2	$1.34M	Sell	21,046 -331	-2%	-$21.1K	0.14%	122
2024 Q1	$1.31M	Sell	21,377 -1,627	-7%	-$99.5K	0.13%	126
2023 Q4	$1.36M	Sell	23,004 -573	-2%	-$33.8K	0.15%	121
2023 Q3	$1.32M	Sell	23,577 -497	-2%	-$27.8K	0.16%	116
2023 Q2	$1.45M	Sell	24,074 -231	-1%	-$13.9K	0.17%	113
2023 Q1	$1.51M	Buy	+24,305	New	+$1.51M	0.19%	110
2022 Q3	$1.38M	Sell	24,637 -370	-1%	-$20.7K	0.2%	111
2022 Q2	$1.57M	Sell	25,007 -431	-2%	-$27.1K	0.21%	102
2022 Q1	$1.68M	Sell	25,438 -1,630	-6%	-$108K	0.21%	102
2021 Q4	$1.6M	Sell	27,068 -1,496	-5%	-$88.6K	0.18%	112
2021 Q3	$1.5M	Sell	28,564 -2,525	-8%	-$133K	0.2%	113
2021 Q2	$1.77M	Sell	31,089 -368	-1%	-$21K	0.26%	79
2021 Q1	$1.66M	Sell	31,457 -1,480	-4%	-$78K	0.27%	82
2020 Q4	$1.6M	Buy	32,937 +1,051	+3%	+$51.2K	0.28%	83
2020 Q3	$1.57M	Sell	31,886 -1,019	-3%	-$50.3K	0.32%	73
2020 Q2	$1.47M	Buy	32,905 +148	+0.5%	+$6.61K	0.36%	69
2020 Q1	$1.45K	Sell	32,757 -41	-0.1%	-$2	0.34%	60
2019 Q4	$1.82M	Sell	32,798 -378	-1%	-$20.9K	0.37%	60
2019 Q3	$1.81M	Buy	33,176 +2,876	+9%	+$157K	0.41%	59
2019 Q2	$1.54M	Sell	30,300 -741	-2%	-$37.7K	0.36%	70
2019 Q1	$1.45M	Buy	31,041 +230	+0.7%	+$10.8K	0.35%	70
2018 Q4	$1.46K	Sell	30,811 -316	-1%	-$15	0.35%	64
2018 Q3	$1.44M	Sell	31,127 -131	-0.4%	-$6.05K	0.35%	69
2018 Q2	$1.37M	Sell	31,258 -1,629	-5%	-$71.4K	0.36%	66
2018 Q1	$1.43M	Sell	32,887 -100	-0.3%	-$4.34K	0.39%	62
2017 Q4	$1.51M	Sell	32,987 -824	-2%	-$37.8K	0.4%	59
2017 Q3	$1.52M	Sell	33,811 -430	-1%	-$19.3K	0.42%	57
2017 Q2	$1.54M	Sell	34,241 -1,041	-3%	-$46.7K	0.43%	54
2017 Q1	$1.5M	Sell	35,282 -641	-2%	-$27.2K	0.45%	54
2016 Q4	$1.49M	Sell	35,923 -1,230	-3%	-$51K	0.5%	49
2016 Q3	$1.57M	Sell	37,153 -12,110	-25%	-$512K	0.54%	50
2016 Q2	$2.23M	Sell	49,263 -741	-1%	-$33.6K	0.87%	27
2016 Q1	$2.32M	Sell	50,004 -1,112	-2%	-$51.6K	0.78%	26
2015 Q4	$2.2K	Sell	51,116 -2,638	-5%	-$113	0.77%	25
2015 Q3	$2.16M	Sell	53,754 -1,308	-2%	-$52.5K	0.9%	23
2015 Q2	$2.16M	Sell	55,062 -2,593	-4%	-$102K	0.85%	23
2015 Q1	$2.34K	Sell	57,655 -4,629	-7%	-$188	0.66%	23
2014 Q4	$2.63M	Sell	62,284 -3,114	-5%	-$131K	0.99%	21
2014 Q3	$2.79M	Sell	65,398 -616	-0.9%	-$26.3K	0.98%	17
2014 Q2	$2.8M	Sell	66,014 -1,929	-3%	-$81.7K	1.06%	17
2014 Q1	$2.63M	Buy	67,943 +18	+0%	+$696	1.04%	18
2013 Q4	$2.81M	Sell	67,925 -327	-0.5%	-$13.5K	1.13%	17
2013 Q3	$2.59M	Sell	68,252 -1,803	-3%	-$68.3K	1.16%	17
2013 Q2	$2.81M	Buy	+70,055	New	+$2.81M	1.3%	15