Wedmont Private Capital’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 | $4.41M | Buy |
63,475
+10,068
| +19% | +$700K | 0.19% | 71 |
|
|
2025
Q1 | $3.81M | Buy |
53,407
+2,144
| +4% | +$153K | 0.2% | 68 |
|
|
2024
Q4 | $3.13M | Buy |
51,263
+6,706
| +15% | +$410K | 0.17% | 73 |
|
|
2024
Q3 | $3.07M | Buy |
44,557
+1,813
| +4% | +$125K | 0.18% | 71 |
|
|
2024
Q2 | $2.72M | Buy |
42,744
+6,455
| +18% | +$411K | 0.17% | 74 |
|
|
2024
Q1 | $2.17M | Buy |
36,289
+1,886
| +5% | +$113K | 0.16% | 84 |
|
|
2023
Q4 | $2.07M | Buy |
34,403
+9,014
| +36% | +$542K | 0.17% | 83 |
|
|
2023
Q3 | $1.34M | Sell |
25,389
-9,344
| -27% | -$494K | 0.14% | 98 |
|
|
2023
Q2 | $2.12M | Buy |
34,733
+4,203
| +14% | +$256K | 0.23% | 70 |
|
|
2023
Q1 | $1.91M | Buy |
30,530
+6,661
| +28% | +$418K | 0.25% | 64 |
|
|
2022
Q4 | $1.51M | Buy |
23,869
+609
| +3% | +$38.6K | 0.23% | 70 |
|
|
2022
Q3 | $1.3M | Sell |
23,260
-230
| -1% | -$12.9K | 0.26% | 60 |
|
|
2022
Q2 | $1.48M | Buy |
23,490
+11,081
| +89% | +$697K | 0.32% | 49 |
|
|
2022
Q1 | $776K | Buy |
12,409
+4,139
| +50% | +$259K | 0.17% | 98 |
|
|
2021
Q4 | $504K | Buy |
+8,270
| New | +$504K | 0.16% | 107 |
|