Wedgewood Investors’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 | $241K | Hold |
3,408
| – | – | 0.28% | 88 |
|
|
2025
Q1 | $244K | Hold |
3,408
| – | – | 0.29% | 87 |
|
|
2024
Q4 | $212K | Hold |
3,408
| – | – | 0.25% | 92 |
|
|
2024
Q3 | $245K | Hold |
3,408
| – | – | 0.27% | 87 |
|
|
2024
Q2 | $217K | Buy |
+3,408
| New | +$217K | 0.26% | 93 |
|
|
2023
Q3 | – | Sell |
-3,376
| Closed | -$203K | – | 95 |
|
|
2023
Q2 | $203K | Sell |
3,376
-470
| -12% | -$28.3K | 0.26% | 94 |
|
|
2023
Q1 | $239K | Sell |
3,846
-75
| -2% | -$4.65K | 0.31% | 86 |
|
|
2022
Q4 | $249K | Buy |
+3,921
| New | +$249K | 0.33% | 80 |
|
|
2019
Q3 | – | Sell |
-4,051
| Closed | -$206K | – | 87 |
|
|
2019
Q2 | $206K | Buy |
+4,051
| New | +$206K | 0.3% | 81 |
|
|
2015
Q1 | – | Sell |
-5,543
| Closed | -$234K | – | 131 |
|
|
2014
Q4 | $234K | Buy |
+5,543
| New | +$234K | 0.23% | 102 |
|