Wellington Shields & Co’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.82M | Sell |
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|
2025
Q2 | $2.04M | Buy |
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|
2025
Q1 | $1.22M | Sell |
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|
2024
Q4 | $1.06M | Hold |
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|
2024
Q3 | $1.23M | Hold |
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|
2024
Q2 | $1.09M | Buy |
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|
2024
Q1 | $1.03M | Sell |
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|
2023
Q4 | $998K | Buy |
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|
2023
Q3 | $900K | Sell |
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|
2023
Q2 | $974K | Buy |
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|
2023
Q1 | $991K | Sell |
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|
2022
Q4 | $1.06M | Hold |
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|
2022
Q3 | $934K | Hold |
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|
2022
Q2 | $1.05M | Sell |
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|
2022
Q1 | $1.08M | Hold |
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|
2021
Q4 | $1.03M | Sell |
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|
2021
Q3 | $923K | Hold |
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|
2021
Q2 | $952K | Sell |
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|
2021
Q1 | $958K | Sell |
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|
2020
Q4 | $1.07M | Sell |
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|
2020
Q3 | $1.03M | Buy |
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|
2020
Q2 | $922K | Buy |
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|
2020
Q1 | $891K | Buy |
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|
2019
Q4 | $1.1M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $875K | Hold |
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|
2019
Q1 | $805K | Sell |
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|
2018
Q4 | $1M | Buy |
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|
2018
Q3 | $858K | Buy |
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|
2018
Q2 | $365K | Hold |
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|
2018
Q1 | $362K | Hold |
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|
2017
Q4 | $382K | Sell |
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|
2017
Q3 | $646K | Sell |
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|
2017
Q2 | $653K | Hold |
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|
2017
Q1 | $618K | Hold |
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|
2016
Q4 | $604K | Hold |
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|
2016
Q3 | $616K | Sell |
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|
2016
Q2 | $831K | Hold |
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|
2016
Q1 | $851K | Buy |
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|
2015
Q4 | $762K | Hold |
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|
2015
Q3 | $712K | Sell |
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|
2015
Q2 | $708K | Sell |
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|
2015
Q1 | $744K | Hold |
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|
2014
Q4 | $774K | Sell |
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|
2014
Q3 | $828K | Buy |
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|
2014
Q2 | $822K | Buy |
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|
2014
Q1 | $750K | Hold |
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|
2013
Q4 | $801K | Buy |
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|
2013
Q3 | $717K | Sell |
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|
2013
Q2 | $783 | Buy |
|