Wealth Advisors of Iowa’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 | $219K | Sell |
3,089
-8
| -0.3% | -$566 | 0.08% | 69 |
|
|
2025
Q1 | $222K | Buy |
+3,097
| New | +$222K | 0.1% | 65 |
|
|
2024
Q4 | – | Sell |
-3,068
| Closed | -$220K | – | 68 |
|
|
2024
Q3 | $220K | Buy |
+3,068
| New | +$220K | 0.11% | 63 |
|
|
2023
Q1 | – | Sell |
-3,886
| Closed | -$247K | – | 62 |
|
|
2022
Q4 | $247K | Buy |
+3,886
| New | +$247K | 0.2% | 55 |
|