Wealthfront Advisers’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.9M | Buy |
394,485
+31,213
| +9% | +$2.21M | 0.07% | 88 |
|
|
2025
Q1 | $26M | Buy |
363,272
+41,573
| +13% | +$2.98M | 0.07% | 87 |
|
|
2024
Q4 | $20M | Buy |
321,699
+59,540
| +23% | +$3.71M | 0.06% | 95 |
|
|
2024
Q3 | $18.8M | Buy |
262,159
+19,415
| +8% | +$1.4M | 0.06% | 94 |
|
|
2024
Q2 | $15.5M | Buy |
242,744
+7,240
| +3% | +$461K | 0.05% | 105 |
|
|
2024
Q1 | $14.4M | Buy |
235,504
+4,229
| +2% | +$259K | 0.05% | 107 |
|
|
2023
Q4 | $13.6M | Buy |
231,275
+26,526
| +13% | +$1.56M | 0.05% | 105 |
|
|
2023
Q3 | $11.5M | Sell |
204,749
-54,898
| -21% | -$3.07M | 0.05% | 108 |
|
|
2023
Q2 | $15.6M | Sell |
259,647
-13,813
| -5% | -$832K | 0.07% | 79 |
|
|
2023
Q1 | $17M | Sell |
273,460
-398
| -0.1% | -$24.7K | 0.08% | 67 |
|
|
2022
Q4 | $17.4M | Sell |
273,858
-1,467
| -0.5% | -$93.3K | 0.08% | 65 |
|
|
2022
Q3 | $15.4M | Sell |
275,325
-10,116
| -4% | -$567K | 0.08% | 68 |
|
|
2022
Q2 | $18M | Buy |
285,441
+67,709
| +31% | +$4.26M | 0.09% | 63 |
|
|
2022
Q1 | $13.5M | Buy |
217,732
+12,356
| +6% | +$766K | 0.06% | 75 |
|
|
2021
Q4 | $12.2M | Buy |
205,376
+12,660
| +7% | +$750K | 0.05% | 85 |
|
|
2021
Q3 | $10.1M | Buy |
192,716
+18,883
| +11% | +$991K | 0.05% | 88 |
|
|
2021
Q2 | $9.41M | Buy |
173,833
+19,110
| +12% | +$1.03M | 0.04% | 79 |
|
|
2021
Q1 | $8.16M | Buy |
154,723
+19,624
| +15% | +$1.03M | 0.04% | 80 |
|
|
2020
Q4 | $7.41M | Buy |
135,099
+13,230
| +11% | +$726K | 0.04% | 74 |
|
|
2020
Q3 | $6.02M | Buy |
121,869
+18,697
| +18% | +$923K | 0.04% | 74 |
|
|
2020
Q2 | $4.61M | Buy |
103,172
+51,312
| +99% | +$2.29M | 0.04% | 84 |
|
|
2020
Q1 | $2.3M | Sell |
51,860
-95,490
| -65% | -$4.23M | 0.02% | 126 |
|
|
2019
Q4 | $8.16M | Buy |
147,350
+122
| +0.1% | +$6.75K | 0.06% | 55 |
|
|
2019
Q3 | $8.02M | Buy |
147,228
+15,925
| +12% | +$867K | 0.07% | 53 |
|
|
2019
Q2 | $6.69M | Buy |
131,303
+13,883
| +12% | +$707K | 0.06% | 60 |
|
|
2019
Q1 | $5.5M | Sell |
117,420
-43,593
| -27% | -$2.04M | 0.05% | 66 |
|
|
2018
Q4 | $7.62M | Buy |
+161,013
| New | +$7.62M | 0.08% | 47 |
|