Wealth Enhancement Advisory Services’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 | $87.2M | Buy |
1,222,320
+70,471
| +6% | +$5.03M | 0.14% | 141 |
|
|
2025
Q1 | $82.5M | Buy |
1,151,849
+57,315
| +5% | +$4.1M | 0.16% | 127 |
|
|
2024
Q4 | $68.1M | Buy |
1,094,534
+210,152
| +24% | +$13.1M | 0.13% | 152 |
|
|
2024
Q3 | $63.6M | Buy |
884,382
+99,047
| +13% | +$7.12M | 0.14% | 151 |
|
|
2024
Q2 | $50M | Buy |
785,335
+89,075
| +13% | +$5.67M | 0.12% | 176 |
|
|
2024
Q1 | $42.6M | Buy |
696,260
+19,967
| +3% | +$1.22M | 0.11% | 187 |
|
|
2023
Q4 | $39.9M | Sell |
676,293
-223,430
| -25% | -$13.2M | 0.12% | 178 |
|
|
2023
Q3 | $50.4M | Buy |
899,723
+867,730
| +2,712% | +$48.6M | 0.17% | 130 |
|
|
2023
Q2 | $1.93M | Sell |
31,993
-101,087
| -76% | -$6.09M | 0.02% | 203 |
|
|
2023
Q1 | $8.25M | Buy |
133,080
+44,941
| +51% | +$2.79M | 0.1% | 101 |
|
|
2022
Q4 | $5.34M | Buy |
88,139
+55,256
| +168% | +$3.35M | 0.07% | 116 |
|
|
2022
Q3 | $1.79M | Buy |
32,883
+7,180
| +28% | +$391K | 0.03% | 179 |
|
|
2022
Q2 | $1.62M | Sell |
25,703
-83,923
| -77% | -$5.3M | 0.02% | 215 |
|
|
2022
Q1 | $6.86M | Buy |
109,626
+4,638
| +4% | +$290K | 0.09% | 109 |
|
|
2021
Q4 | $6.36M | Buy |
104,988
+79,715
| +315% | +$4.83M | 0.09% | 102 |
|
|
2021
Q3 | $1.38M | Buy |
+25,273
| New | +$1.38M | 0.02% | 176 |
|
|
2020
Q3 | – | Sell |
-49,262
| Closed | -$2.39M | – | 221 |
|
|
2020
Q2 | $2.39M | Sell |
49,262
-4,619
| -9% | -$224K | 0.07% | 108 |
|
|
2020
Q1 | $2.52M | Buy |
+53,881
| New | +$2.52M | 0.09% | 92 |
|
|
2019
Q4 | – | Sell |
-89,167
| Closed | -$4.75M | – | 225 |
|
|
2019
Q3 | $4.75M | Buy |
89,167
+15,742
| +21% | +$839K | 0.19% | 56 |
|
|
2019
Q2 | $3.96M | Buy |
+73,425
| New | +$3.96M | 0.17% | 52 |
|
|
2018
Q2 | – | Sell |
-50,101
| Closed | -$2.21M | – | 177 |
|
|
2018
Q1 | $2.21M | Sell |
50,101
-4,569
| -8% | -$201K | 0.15% | 61 |
|
|
2017
Q4 | $2.52M | Sell |
54,670
-28,035
| -34% | -$1.29M | 0.18% | 64 |
|
|
2017
Q3 | $3.76M | Buy |
+82,705
| New | +$3.76M | 0.31% | 43 |
|
|
2017
Q1 | – | Sell |
-42,922
| Closed | -$1.78M | – | 161 |
|
|
2016
Q4 | $1.78M | Buy |
42,922
+23,089
| +116% | +$958K | 0.22% | 60 |
|
|
2016
Q3 | $829K | Sell |
19,833
-22,050
| -53% | -$922K | 0.12% | 101 |
|
|
2016
Q2 | $1.9M | Buy |
41,883
+4,852
| +13% | +$220K | 0.34% | 47 |
|
|
2016
Q1 | $1.72M | Sell |
37,031
-11,011
| -23% | -$512K | 0.35% | 35 |
|
|
2015
Q4 | $2.06M | Buy |
48,042
+4,254
| +10% | +$183K | 0.52% | 37 |
|
|
2015
Q3 | $1.84M | Buy |
43,788
+3,197
| +8% | +$134K | 0.56% | 32 |
|
|
2015
Q2 | $1.59M | Buy |
40,591
+5,089
| +14% | +$200K | 0.49% | 38 |
|
|
2015
Q1 | $1.44M | Buy |
35,502
+3,228
| +10% | +$131K | 0.55% | 34 |
|
|
2014
Q4 | $1.36M | Buy |
+32,274
| New | +$1.36M | 0.54% | 34 |
|