Wela Strategies’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 | $343K | Buy |
4,841
+150
| +3% | +$10.6K | 0.14% | 45 |
|
|
2025
Q1 | $336K | Hold |
4,691
| – | – | 0.14% | 45 |
|
|
2024
Q4 | $292K | Buy |
4,691
+147
| +3% | +$9.15K | 0.13% | 46 |
|
|
2024
Q3 | $327K | Sell |
4,544
-569
| -11% | -$40.9K | 0.14% | 45 |
|
|
2024
Q2 | $325K | Buy |
5,113
+672
| +15% | +$42.8K | 0.15% | 45 |
|
|
2024
Q1 | $272K | Buy |
4,441
+16
| +0.4% | +$979 | 0.13% | 45 |
|
|
2023
Q4 | $261K | Buy |
4,425
+162
| +4% | +$9.55K | 0.14% | 45 |
|
|
2023
Q3 | $239K | Buy |
4,263
+17
| +0.4% | +$952 | 0.14% | 43 |
|
|
2023
Q2 | $256K | Buy |
4,246
+21
| +0.5% | +$1.27K | 0.2% | 38 |
|
|
2023
Q1 | $262K | Sell |
4,225
-279
| -6% | -$17.3K | 0.14% | 42 |
|
|
2022
Q4 | $286K | Buy |
4,504
+67
| +2% | +$4.25K | 0.16% | 40 |
|
|
2022
Q3 | $249K | Buy |
4,437
+94
| +2% | +$5.28K | 0.17% | 41 |
|
|
2022
Q2 | $273K | Buy |
4,343
+100
| +2% | +$6.29K | 0.16% | 35 |
|
|
2022
Q1 | $263K | Sell |
4,243
-382
| -8% | -$23.7K | 0.14% | 42 |
|
|
2021
Q4 | $274K | Hold |
4,625
| – | – | 0.14% | 38 |
|
|
2021
Q3 | $243K | Hold |
4,625
| – | – | 0.13% | 40 |
|
|
2021
Q2 | $250K | Sell |
4,625
-54
| -1% | -$2.92K | 0.1% | 40 |
|
|
2021
Q1 | $247K | Buy |
4,679
+54
| +1% | +$2.85K | 0.13% | 39 |
|
|
2020
Q4 | $254K | Hold |
4,625
| – | – | 0.15% | 35 |
|
|
2020
Q3 | $228K | Sell |
4,625
-19
| -0.4% | -$937 | 0.15% | 36 |
|
|
2020
Q2 | $207K | Hold |
4,644
| – | – | 0.13% | 35 |
|
|
2020
Q1 | $205K | Buy |
4,644
+19
| +0.4% | +$839 | 0.15% | 33 |
|
|
2019
Q4 | $256K | Hold |
4,625
| – | – | 0.15% | 34 |
|
|
2019
Q3 | $252K | Sell |
4,625
-336
| -7% | -$18.3K | 0.16% | 33 |
|
|
2019
Q2 | $253K | Hold |
4,961
| – | – | 0.16% | 30 |
|
|
2019
Q1 | $232K | Hold |
4,961
| – | – | 0.15% | 31 |
|
|
2018
Q4 | $235K | Sell |
4,961
-1
| -0% | -$47 | 0.18% | 32 |
|
|
2018
Q3 | $229K | Buy |
+4,962
| New | +$229K | 0.16% | 31 |
|