WCM Investment 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
Q1 | – | Sell |
-64,128
| Closed | -$3.98M | – | 293 |
|
|
2024
Q4 | $3.98M | Buy |
64,128
+38,017
| +146% | +$2.36M | 0.01% | 194 |
|
|
2024
Q3 | $1.87M | Buy |
26,111
+20,682
| +381% | +$1.48M | ﹤0.01% | 208 |
|
|
2024
Q2 | $347K | Buy |
+5,429
| New | +$347K | ﹤0.01% | 246 |
|
|
2015
Q4 | – | Sell |
-7,976
| Closed | -$320K | – | 104 |
|
|
2015
Q3 | $320K | Sell |
7,976
-2,310
| -22% | -$92.7K | 0.01% | 96 |
|
|
2015
Q2 | $404K | Hold |
10,286
| – | – | 0.01% | 101 |
|
|
2015
Q1 | $417K | Sell |
10,286
-640
| -6% | -$25.9K | 0.01% | 124 |
|
|
2014
Q4 | $461K | Sell |
10,926
-160
| -1% | -$6.75K | 0.01% | 100 |
|
|
2014
Q3 | $473K | Buy |
11,086
+30
| +0.3% | +$1.28K | 0.01% | 99 |
|
|
2014
Q2 | $468K | Buy |
11,056
+2,490
| +29% | +$105K | 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% | -$1.24K | 0.01% | 124 |
|
|
2013
Q3 | $325K | Sell |
8,571
-2,375
| -22% | -$90.1K | 0.02% | 118 |
|
|
2013
Q2 | $439K | Buy |
+10,946
| New | +$439K | 0.02% | 117 |
|