Weaver Consulting Group’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 | $311K | Buy |
4,395
+14
| +0.3% | +$990 | 0.09% | 170 |
|
2025
Q1 | $314K | Sell |
4,381
-376
| -8% | -$26.9K | 0.09% | 163 |
|
2024
Q4 | $296K | Buy |
4,757
+130
| +3% | +$8.09K | 0.09% | 162 |
|
2024
Q3 | $332K | Buy |
4,627
+272
| +6% | +$19.5K | 0.11% | 151 |
|
2024
Q2 | $277K | Buy |
4,355
+658
| +18% | +$41.9K | 0.1% | 157 |
|
2024
Q1 | $226K | Buy |
3,697
+16
| +0.4% | +$979 | 0.08% | 184 |
|
2023
Q4 | $217K | Buy |
3,681
+59
| +2% | +$3.48K | 0.09% | 179 |
|
2023
Q3 | $203K | Buy |
3,622
+158
| +5% | +$8.85K | 0.09% | 176 |
|
2023
Q2 | $209K | Buy |
3,464
+42
| +1% | +$2.53K | 0.09% | 172 |
|
2023
Q1 | $212K | Buy |
3,422
+11
| +0.3% | +$682 | 0.1% | 166 |
|
2022
Q4 | $217K | Buy |
+3,411
| New | +$217K | 0.11% | 163 |
|
2022
Q3 | – | Sell |
-3,478
| Closed | -$219K | – | 168 |
|
2022
Q2 | $219K | Sell |
3,478
-640
| -16% | -$40.3K | 0.12% | 151 |
|
2022
Q1 | $255K | Hold |
4,118
| – | – | 0.12% | 143 |
|
2021
Q4 | $244K | Hold |
4,118
| – | – | 0.12% | 145 |
|
2021
Q3 | $216K | Hold |
4,118
| – | – | 0.12% | 139 |
|
2021
Q2 | $223K | Sell |
4,118
-188
| -4% | -$10.2K | 0.13% | 130 |
|
2021
Q1 | $227K | Buy |
4,306
+139
| +3% | +$7.33K | 0.14% | 125 |
|
2020
Q4 | $229K | Sell |
4,167
-79
| -2% | -$4.34K | 0.14% | 118 |
|
2020
Q3 | $210K | Buy |
4,246
+100
| +2% | +$4.95K | 0.12% | 117 |
|
2020
Q2 | $185K | Buy |
4,146
+656
| +19% | +$29.3K | 0.11% | 132 |
|
2020
Q1 | $154K | Sell |
3,490
-1,326
| -28% | -$58.5K | 0.1% | 123 |
|
2019
Q4 | $262K | Buy |
4,816
+188
| +4% | +$10.2K | 0.14% | 93 |
|
2019
Q3 | $249K | Buy |
4,628
+220
| +5% | +$11.8K | 0.13% | 89 |
|
2019
Q2 | $224K | Hold |
4,408
| – | – | 0.12% | 94 |
|
2019
Q1 | $226K | Buy |
+4,408
| New | +$226K | 0.06% | 204 |
|