WealthPlan Investment 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 | $744K | Buy |
10,514
+5,766
| +121% | +$408K | 0.05% | 200 |
|
|
2025
Q1 | $340K | Sell |
4,748
-2,718
| -36% | -$195K | 0.03% | 208 |
|
|
2024
Q4 | $465K | Sell |
7,466
-8,950
| -55% | -$557K | 0.05% | 177 |
|
|
2024
Q3 | $1.18M | Buy |
16,416
+11,310
| +222% | +$813K | 0.12% | 119 |
|
|
2024
Q2 | $325K | Buy |
5,106
+32
| +0.6% | +$2.04K | 0.05% | 145 |
|
|
2024
Q1 | $310K | Hold |
5,074
| – | – | 0.05% | 152 |
|
|
2023
Q4 | $299K | Buy |
+5,074
| New | +$299K | 0.05% | 153 |
|
|
2023
Q3 | – | Sell |
-53
| Closed | -$3.19K | – | 258 |
|
|
2023
Q2 | $3.19K | Sell |
53
-2,342
| -98% | -$141K | ﹤0.01% | 311 |
|
|
2023
Q1 | $149K | Sell |
2,395
-8,880
| -79% | -$551K | 0.03% | 176 |
|
|
2022
Q4 | $683K | Buy |
11,275
+2,133
| +23% | +$129K | 0.05% | 213 |
|
|
2022
Q3 | $581K | Buy |
+9,142
| New | +$581K | 0.04% | 226 |
|
|
2022
Q1 | $640K | Buy |
+9,902
| New | +$640K | 0.04% | 221 |
|