Wealthspire Advisors (New York)’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 | $20.8M | Buy |
293,348
+468
| +0.2% | +$33.1K | 0.12% | 77 |
|
|
2025
Q1 | $21M | Buy |
292,880
+147,510
| +101% | +$10.6M | 0.13% | 78 |
|
|
2024
Q4 | $9.05M | Buy |
145,370
+6,460
| +5% | +$402K | 0.09% | 108 |
|
|
2024
Q3 | $9.98M | Sell |
138,910
-4,392
| -3% | -$316K | 0.1% | 102 |
|
|
2024
Q2 | $9.12M | Sell |
143,302
-1,385
| -1% | -$88.2K | 0.12% | 85 |
|
|
2024
Q1 | $8.85M | Buy |
144,687
+6,387
| +5% | +$391K | 0.12% | 83 |
|
|
2023
Q4 | $8.15M | Sell |
138,300
-8,389
| -6% | -$494K | 0.12% | 84 |
|
|
2023
Q3 | $8.21M | Buy |
146,689
+9,939
| +7% | +$556K | 0.14% | 79 |
|
|
2023
Q2 | $8.24M | Sell |
136,750
-317
| -0.2% | -$19.1K | 0.13% | 77 |
|
|
2023
Q1 | $8.5M | Sell |
137,067
-12,564
| -8% | -$779K | 0.15% | 74 |
|
|
2022
Q4 | $9.52M | Buy |
149,631
+9,654
| +7% | +$614K | 0.17% | 70 |
|
|
2022
Q3 | $7.84M | Buy |
139,977
+34,292
| +32% | +$1.92M | 0.16% | 76 |
|
|
2022
Q2 | $6.65M | Buy |
105,685
+14,067
| +15% | +$885K | 0.14% | 75 |
|
|
2022
Q1 | $5.68M | Sell |
91,618
-22,254
| -20% | -$1.38M | 0.13% | 69 |
|
|
2021
Q4 | $6.74M | Buy |
113,872
+9,683
| +9% | +$573K | 0.15% | 69 |
|
|
2021
Q3 | $5.47M | Buy |
104,189
+19,071
| +22% | +$1M | 0.11% | 91 |
|
|
2021
Q2 | $4.61M | Sell |
85,118
-47,228
| -36% | -$2.56M | 0.12% | 70 |
|
|
2021
Q1 | $6.98M | Buy |
132,346
+15,600
| +13% | +$822K | 0.17% | 72 |
|
|
2020
Q4 | $6.4M | Buy |
116,746
+88,748
| +317% | +$4.87M | 0.19% | 64 |
|
|
2020
Q3 | $1.38M | Buy |
27,998
+5,596
| +25% | +$276K | 0.08% | 105 |
|
|
2020
Q2 | $1M | Sell |
22,402
-108,211
| -83% | -$4.84M | 0.07% | 106 |
|
|
2020
Q1 | $5.78M | Buy |
130,613
+115,393
| +758% | +$5.11M | 0.24% | 60 |
|
|
2019
Q4 | $842K | Buy |
15,220
+3,430
| +29% | +$190K | 0.06% | 72 |
|
|
2019
Q3 | $642K | Buy |
+11,790
| New | +$642K | 0.05% | 72 |
|
|
2019
Q1 | – | Sell |
-4,420
| Closed | -$209K | – | 455 |
|
|
2018
Q4 | $209K | Buy |
+4,420
| New | +$209K | 0.02% | 65 |
|