Wealth Quarterback’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 | $1.11M | Buy |
15,650
+288
| +2% | +$20.4K | 0.52% | 43 |
|
|
2025
Q1 | $1.1M | Sell |
15,362
-2,306
| -13% | -$165K | 0.62% | 37 |
|
|
2024
Q4 | $1.1M | Sell |
17,668
-2,056
| -10% | -$128K | 0.52% | 37 |
|
|
2024
Q3 | $1.42M | Buy |
19,724
+2,716
| +16% | +$195K | 0.74% | 29 |
|
|
2024
Q2 | $1.08M | Buy |
17,008
+77
| +0.5% | +$4.9K | 0.61% | 31 |
|
|
2024
Q1 | $1.04M | Sell |
16,931
-523
| -3% | -$32K | 0.58% | 34 |
|
|
2023
Q4 | $1.03M | Buy |
17,454
+537
| +3% | +$31.6K | 0.63% | 29 |
|
|
2023
Q3 | $947K | Buy |
16,917
+1,323
| +8% | +$74.1K | 0.82% | 29 |
|
|
2023
Q2 | $939K | Buy |
15,594
+425
| +3% | +$25.6K | 0.65% | 30 |
|
|
2023
Q1 | $941K | Buy |
15,169
+371
| +3% | +$23K | 0.8% | 26 |
|
|
2022
Q4 | $941K | Buy |
14,798
+285
| +2% | +$18.1K | 0.78% | 26 |
|
|
2022
Q3 | $813K | Sell |
14,513
-119
| -0.8% | -$6.67K | 0.86% | 32 |
|
|
2022
Q2 | $921K | Buy |
+14,632
| New | +$921K | 0.72% | 27 |
|
|
2021
Q3 | $920K | Buy |
30,585
+11,338
| +59% | +$341K | 0.61% | 34 |
|
|
2021
Q2 | $1.04M | Buy |
+19,247
| New | +$1.04M | 0.63% | 32 |
|
|
2020
Q4 | $765K | Buy |
13,950
+1,890
| +16% | +$104K | 0.64% | 40 |
|
|
2020
Q3 | $539K | Hold |
12,060
| – | – | 0.49% | 55 |
|
|
2020
Q2 | $539K | Buy |
12,060
+3,622
| +43% | +$162K | 0.49% | 55 |
|
|
2020
Q1 | $424K | Sell |
8,438
-12,359
| -59% | -$621K | 0.39% | 59 |
|
|
2019
Q4 | $284K | Buy |
+20,797
| New | +$284K | 0.25% | 86 |
|