Wealth Architects’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 | $427K | Sell |
6,031
-12
| -0.2% | -$849 | 0.04% | 149 |
|
|
2025
Q1 | $433K | Sell |
6,043
-269
| -4% | -$19.3K | 0.05% | 145 |
|
|
2024
Q4 | $393K | Sell |
6,312
-327
| -5% | -$20.4K | 0.04% | 146 |
|
|
2024
Q3 | $477K | Sell |
6,639
-74
| -1% | -$5.32K | 0.05% | 127 |
|
|
2024
Q2 | $427K | Buy |
6,713
+112
| +2% | +$7.13K | 0.05% | 136 |
|
|
2024
Q1 | $404K | Sell |
6,601
-153
| -2% | -$9.36K | 0.05% | 134 |
|
|
2023
Q4 | $398K | Buy |
6,754
+12
| +0.2% | +$707 | 0.06% | 131 |
|
|
2023
Q3 | $377K | Sell |
6,742
-67
| -1% | -$3.75K | 0.06% | 127 |
|
|
2023
Q2 | $410K | Sell |
6,809
-267
| -4% | -$16.1K | 0.07% | 131 |
|
|
2023
Q1 | $439K | Sell |
7,076
-248
| -3% | -$15.4K | 0.08% | 118 |
|
|
2022
Q4 | $466K | Sell |
7,324
-506
| -6% | -$32.2K | 0.09% | 106 |
|
|
2022
Q3 | $439K | Sell |
7,830
-1,261
| -14% | -$70.7K | 0.09% | 100 |
|
|
2022
Q2 | $572K | Sell |
9,091
-184
| -2% | -$11.6K | 0.11% | 87 |
|
|
2022
Q1 | $575K | Buy |
9,275
+770
| +9% | +$47.7K | 0.1% | 97 |
|
|
2021
Q4 | $504K | Sell |
8,505
-177
| -2% | -$10.5K | 0.09% | 109 |
|
|
2021
Q3 | $456K | Buy |
8,682
+416
| +5% | +$21.8K | 0.09% | 106 |
|
|
2021
Q2 | $447K | Buy |
8,266
+519
| +7% | +$28.1K | 0.09% | 101 |
|
|
2021
Q1 | $408K | Buy |
7,747
+280
| +4% | +$14.7K | 0.09% | 100 |
|
|
2020
Q4 | $409K | Buy |
7,467
+64
| +0.9% | +$3.51K | 0.1% | 94 |
|
|
2020
Q3 | $365K | Buy |
7,403
+816
| +12% | +$40.2K | 0.1% | 96 |
|
|
2020
Q2 | $294K | Buy |
6,587
+951
| +17% | +$42.4K | 0.08% | 109 |
|
|
2020
Q1 | $249K | Buy |
5,636
+117
| +2% | +$5.17K | 0.09% | 108 |
|
|
2019
Q4 | $305K | Sell |
5,519
-1,345
| -20% | -$74.3K | 0.09% | 93 |
|
|
2019
Q3 | $374K | Sell |
6,864
-102
| -1% | -$5.56K | 0.11% | 78 |
|
|
2019
Q2 | $355K | Buy |
6,966
+996
| +17% | +$50.8K | 0.11% | 83 |
|
|
2019
Q1 | $280K | Sell |
5,970
-1,062
| -15% | -$49.8K | 0.09% | 98 |
|
|
2018
Q4 | $333K | Sell |
7,032
-191
| -3% | -$9.05K | 0.12% | 76 |
|
|
2018
Q3 | $334K | Buy |
7,223
+2,186
| +43% | +$101K | 0.1% | 89 |
|
|
2018
Q2 | $221K | Buy |
5,037
+337
| +7% | +$14.8K | 0.07% | 118 |
|
|
2018
Q1 | $204K | Sell |
4,700
-4,525
| -49% | -$196K | 0.07% | 122 |
|
|
2017
Q4 | $423K | Sell |
9,225
-44
| -0.5% | -$2.02K | 0.14% | 70 |
|
|
2017
Q3 | $417K | Sell |
9,269
-261
| -3% | -$11.7K | 0.15% | 72 |
|
|
2017
Q2 | $427K | Sell |
9,530
-212
| -2% | -$9.5K | 0.16% | 68 |
|
|
2017
Q1 | $413K | Buy |
9,742
+144
| +2% | +$6.11K | 0.16% | 71 |
|
|
2016
Q4 | $398K | Sell |
9,598
-232
| -2% | -$9.62K | 0.18% | 71 |
|
|
2016
Q3 | $415K | Sell |
9,830
-999
| -9% | -$42.2K | 0.19% | 67 |
|
|
2016
Q2 | $490K | Buy |
10,829
+2,229
| +26% | +$101K | 0.24% | 61 |
|
|
2016
Q1 | $399K | Sell |
8,600
-58
| -0.7% | -$2.69K | 0.2% | 68 |
|
|
2015
Q4 | $372K | Sell |
8,658
-400
| -4% | -$17.2K | 0.18% | 77 |
|
|
2015
Q3 | $363K | Buy |
9,058
+151
| +2% | +$6.05K | 0.19% | 73 |
|
|
2015
Q2 | $349K | Sell |
8,907
-200
| -2% | -$7.84K | 0.19% | 79 |
|
|
2015
Q1 | $369K | Sell |
9,107
-361
| -4% | -$14.6K | 0.21% | 62 |
|
|
2014
Q4 | $400K | Buy |
+9,468
| New | +$400K | 0.24% | 58 |
|