Weinberger Asset Management’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 | $958K | Sell |
13,542
-143
| -1% | -$10.1K | 0.37% | 44 |
|
|
2025
Q1 | $980K | Sell |
13,685
-78
| -0.6% | -$5.59K | 0.42% | 41 |
|
|
2024
Q4 | $857K | Sell |
13,763
-70
| -0.5% | -$4.36K | 0.36% | 45 |
|
|
2024
Q3 | $994K | Sell |
13,833
-68
| -0.5% | -$4.89K | 0.42% | 42 |
|
|
2024
Q2 | $885K | Buy |
13,901
+1,573
| +13% | +$100K | 0.42% | 42 |
|
|
2024
Q1 | $754K | Buy |
12,328
+13
| +0.1% | +$795 | 0.36% | 44 |
|
|
2023
Q4 | $726K | Buy |
12,315
+298
| +2% | +$17.6K | 0.37% | 44 |
|
|
2023
Q3 | $673K | Buy |
12,017
+268
| +2% | +$15K | 0.38% | 47 |
|
|
2023
Q2 | $708K | Buy |
11,749
+85
| +0.7% | +$5.12K | 0.39% | 45 |
|
|
2023
Q1 | $724K | Sell |
11,664
-1,660
| -12% | -$103K | 0.42% | 42 |
|
|
2022
Q4 | $848K | Buy |
13,324
+193
| +1% | +$12.3K | 0.52% | 38 |
|
|
2022
Q3 | $736K | Buy |
13,131
+90
| +0.7% | +$5.04K | 0.51% | 35 |
|
|
2022
Q2 | $820K | Buy |
+13,041
| New | +$820K | 0.54% | 37 |
|