Wetzel Investment Advisors’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 | $277K | Sell |
3,885
-1,370
| -26% | -$97.6K | 0.13% | 99 |
|
|
2025
Q1 | $379K | Sell |
5,255
-20
| -0.4% | -$1.44K | 0.19% | 79 |
|
|
2024
Q4 | $328K | Sell |
5,275
-118
| -2% | -$7.35K | 0.16% | 91 |
|
|
2024
Q3 | $390K | Buy |
5,393
+143
| +3% | +$10.3K | 0.2% | 78 |
|
|
2024
Q2 | $321K | Sell |
5,250
-223
| -4% | -$13.6K | 0.18% | 83 |
|
|
2024
Q1 | $322K | Sell |
5,473
-13
| -0.2% | -$766 | 0.19% | 82 |
|
|
2023
Q4 | $323K | Buy |
+5,486
| New | +$323K | 0.2% | 80 |
|