Wealth Group’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 | $1.26M | Sell |
17,853
-7,923
| -31% | -$561K | 1.25% | 21 |
|
|
2025
Q1 | $1.85M | Buy |
25,776
+250
| +1% | +$17.9K | 1.2% | 19 |
|
|
2024
Q4 | $1.59M | Buy |
25,526
+497
| +2% | +$30.9K | 1.03% | 21 |
|
|
2024
Q3 | $1.8M | Sell |
25,029
-646
| -3% | -$46.4K | 1.21% | 18 |
|
|
2024
Q2 | $1.63M | Sell |
25,675
-246
| -0.9% | -$15.7K | 1.17% | 18 |
|
|
2024
Q1 | $1.59M | Buy |
+25,921
| New | +$1.59M | 1.2% | 18 |
|