WealthBridge Capital Management’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 | $273K | Buy |
3,859
+274
| +8% | +$19.4K | 0.07% | 181 |
|
|
2025
Q1 | $257K | Buy |
3,585
+238
| +7% | +$17K | 0.07% | 178 |
|
|
2024
Q4 | $208K | Buy |
3,347
+37
| +1% | +$2.3K | 0.06% | 191 |
|
|
2024
Q3 | $238K | Sell |
3,310
-19
| -0.6% | -$1.37K | 0.07% | 185 |
|
|
2024
Q2 | $212K | Sell |
3,329
-101
| -3% | -$6.43K | 0.07% | 174 |
|
|
2024
Q1 | $210K | Hold |
3,430
| – | – | 0.07% | 183 |
|
|
2023
Q4 | $202K | Sell |
3,430
-432
| -11% | -$25.5K | 0.08% | 173 |
|
|
2023
Q3 | $216K | Buy |
3,862
+50
| +1% | +$2.8K | 0.09% | 160 |
|
|
2023
Q2 | $230K | Sell |
3,812
-2,171
| -36% | -$131K | 0.09% | 162 |
|
|
2023
Q1 | $371K | Buy |
5,983
+133
| +2% | +$8.25K | 0.15% | 120 |
|
|
2022
Q4 | $372K | Buy |
5,850
+664
| +13% | +$42.2K | 0.16% | 127 |
|
|
2022
Q3 | $326K | Hold |
5,186
| – | – | 0.14% | 136 |
|
|
2022
Q2 | $326K | Buy |
5,186
+257
| +5% | +$16.2K | 0.14% | 136 |
|
|
2022
Q1 | $306K | Buy |
4,929
+1,432
| +41% | +$88.9K | 0.11% | 134 |
|
|
2021
Q4 | $207K | Buy |
+3,497
| New | +$207K | 0.08% | 159 |
|
|
2019
Q2 | – | Sell |
-2,030
| Closed | -$96K | – | 521 |
|
|
2019
Q1 | $96K | Buy |
2,030
+839
| +70% | +$39.7K | 0.06% | 194 |
|
|
2018
Q4 | $56K | Buy |
+1,191
| New | +$56K | 0.04% | 236 |
|