WealthTrust Axiom’s Coca-Cola KO Stock Holding History

WealthTrust Axiom’s Portfolio KO Stock Details KO Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$873K	Buy	12,335 +55	+0.4%	+$3.89K	0.26%	81
2025 Q1	$879K	Buy	12,280 +90	+0.7%	+$6.45K	0.27%	80
2024 Q4	$759K	Hold	12,190	–	–	0.23%	100
2024 Q3	$876K	Buy	12,190 +914	+8%	+$65.7K	0.26%	88
2024 Q2	$718K	Buy	11,276 +160	+1%	+$10.2K	0.24%	93
2024 Q1	$680K	Sell	11,116 -913	-8%	-$55.9K	0.22%	101
2023 Q4	$709K	Buy	12,029 +3,657	+44%	+$216K	0.24%	90
2023 Q3	$469K	Sell	8,372 -9,486	-53%	-$531K	0.17%	127
2023 Q2	$1.08M	Hold	17,858	–	–	0.36%	65
2023 Q1	$1.11M	Hold	17,858	–	–	0.38%	61
2022 Q4	$1.14M	Hold	17,858	–	–	0.4%	61
2022 Q3	$1M	Hold	17,858	–	–	0.38%	63
2022 Q2	$1.12M	Hold	17,858	–	–	0.4%	64
2022 Q1	$1.11M	Sell	17,858 -283	-2%	-$17.5K	0.35%	73
2021 Q4	$1.07M	Sell	18,141 -400	-2%	-$23.7K	0.34%	69
2021 Q3	$972K	Sell	18,541 -200	-1%	-$10.5K	0.33%	74
2021 Q2	$1.01M	Sell	18,741 -200	-1%	-$10.8K	0.33%	70
2021 Q1	$998K	Sell	18,941 -700	-4%	-$36.9K	0.34%	70
2020 Q4	$1.08M	Buy	19,641 +241	+1%	+$13.2K	0.39%	64
2020 Q3	$957K	Sell	19,400 -2,379	-11%	-$117K	0.41%	61
2020 Q2	$973K	Buy	21,779 +321	+1%	+$14.3K	0.43%	57
2020 Q1	$949K	Sell	21,458 -3,750	-15%	-$166K	0.47%	54
2019 Q4	$1.4M	Sell	25,208 -400	-2%	-$22.1K	0.47%	58
2019 Q3	$1.39M	Hold	25,608	–	–	0.49%	54
2019 Q2	$1.3M	Hold	25,608	–	–	0.45%	60
2019 Q1	$1.2M	Hold	25,608	–	–	0.43%	63
2018 Q4	$1.21M	Hold	25,608	–	–	0.5%	59
2018 Q3	$1.18M	Buy	25,608 +12,500	+95%	+$577K	0.4%	65
2018 Q2	$574K	Hold	13,108	–	–	0.2%	106
2018 Q1	$569K	Buy	13,108 +6,400	+95%	+$278K	0.21%	110
2017 Q4	$307K	Hold	6,708	–	–	0.11%	156
2017 Q3	$301K	Sell	6,708 -369	-5%	-$16.6K	0.11%	158
2017 Q2	$317K	Sell	7,077 -155	-2%	-$6.94K	0.12%	151
2017 Q1	$306K	Sell	7,232 -400	-5%	-$16.9K	0.11%	154
2016 Q4	$316K	Buy	+7,632	New	+$316K	0.11%	149