WealthBridge Investment Counsel’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 | $4.31M | Sell |
60,950
-1,925
| -3% | -$136K | 1.4% | 31 |
|
|
2025
Q1 | $4.5M | Sell |
62,875
-300
| -0.5% | -$21.5K | 1.64% | 30 |
|
|
2024
Q4 | $3.93M | Sell |
63,175
-750
| -1% | -$46.7K | 1.44% | 30 |
|
|
2024
Q3 | $4.59M | Sell |
63,925
-325
| -0.5% | -$23.4K | 1.63% | 30 |
|
|
2024
Q2 | $4.09M | Sell |
64,250
-200
| -0.3% | -$12.7K | 1.56% | 31 |
|
|
2024
Q1 | $3.94M | Sell |
64,450
-350
| -0.5% | -$21.4K | 1.46% | 31 |
|
|
2023
Q4 | $3.82M | Sell |
64,800
-300
| -0.5% | -$17.7K | 1.53% | 32 |
|
|
2023
Q3 | $3.64M | Sell |
65,100
-1,675
| -3% | -$93.8K | 1.59% | 31 |
|
|
2023
Q2 | $4.02M | Buy |
66,775
+1,300
| +2% | +$78.3K | 1.69% | 30 |
|
|
2023
Q1 | $4.06M | Hold |
65,475
| – | – | 1.8% | 29 |
|
|
2022
Q4 | $4.17M | Sell |
65,475
-873
| -1% | -$55.5K | 1.82% | 28 |
|
|
2022
Q3 | $3.72M | Sell |
66,348
-977
| -1% | -$54.7K | 1.96% | 28 |
|
|
2022
Q2 | $4.24M | Sell |
67,325
-5,100
| -7% | -$321K | 2.15% | 26 |
|
|
2022
Q1 | $4.49M | Hold |
72,425
| – | – | 1.98% | 27 |
|
|
2021
Q4 | $4.29M | Buy |
72,425
+175
| +0.2% | +$10.4K | 1.82% | 28 |
|
|
2021
Q3 | $3.79M | Sell |
72,250
-1,650
| -2% | -$86.6K | 1.7% | 28 |
|
|
2021
Q2 | $4M | Buy |
73,900
+475
| +0.6% | +$25.7K | 1.77% | 26 |
|
|
2021
Q1 | $3.87M | Sell |
73,425
-200
| -0.3% | -$10.5K | 1.89% | 24 |
|
|
2020
Q4 | $4.04M | Buy |
73,625
+250
| +0.3% | +$13.7K | 2.11% | 24 |
|
|
2020
Q3 | $3.62M | Hold |
73,375
| – | – | 2.21% | 22 |
|
|
2020
Q2 | $3.28M | Buy |
73,375
+925
| +1% | +$41.3K | 2.18% | 23 |
|
|
2020
Q1 | $3.21M | Sell |
72,450
-1,000
| -1% | -$44.3K | 2.72% | 17 |
|
|
2019
Q4 | $4.07M | Buy |
+73,450
| New | +$4.07M | 2.3% | 19 |
|