WCM Investment Management
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WCM Investment Management’s Coca-Cola KO Stock Holding History

WCM Investment Management’s Portfolio KO Stock Details KO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-64,128
Closed -$3.98M – 293
2024
Q4 		$3.98M Buy
64,128
+38,017
+146% +$2.48M 0.01% 194
2024
Q3 		$1.87M Buy
26,111
+20,682
+381% +$1.42M ﹤0.01% 208
2024
Q2 		$347K Buy
+5,429
New +$336K ﹤0.01% 246
2015
Q4 		– Sell
-7,976
Closed -$320K – 104
2015
Q3 		$320K Sell
7,976
-2,310
-22% -$92.5K 0.01% 96
2015
Q2 		$404K Hold
10,286
– – 0.01% 101
2015
Q1 		$417K Sell
10,286
-640
-6% -$26.8K 0.01% 124
2014
Q4 		$461K Sell
10,926
-160
-1% -$6.83K 0.01% 100
2014
Q3 		$473K Buy
11,086
+30
+0.3% +$1.24K 0.01% 99
2014
Q2 		$468K Buy
11,056
+2,490
+29% +$101K 0.01% 122
2014
Q1 		$331K Buy
8,566
+25
+0.3% +$966 0.01% 133
2013
Q4 		$353K Sell
8,541
-30
-0.4% -$1.18K 0.01% 124
2013
Q3 		$325K Sell
8,571
-2,375
-22% -$93.9K 0.02% 118
2013
Q2 		$439K Buy
+10,946
New +$453K 0.02% 117

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