WAM
WFA Asset Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.6K | Buy |
496
+2
| +0.4% | +$127 | 0.02% | 120 |
|
|
2025
Q1 | $30.2K | Sell |
494
-8
| -2% | -$490 | 0.02% | 134 |
|
|
2024
Q4 | $31.3K | Buy |
502
+4
| +0.8% | +$249 | 0.02% | 142 |
|
|
2024
Q3 | $35.8K | Buy |
498
+2
| +0.4% | +$144 | 0.02% | 120 |
|
|
2024
Q2 | $31.6K | Buy |
496
+2
| +0.4% | +$127 | 0.02% | 121 |
|
|
2024
Q1 | $30.2K | Hold |
494
| – | – | 0.02% | 135 |
|
|
2023
Q4 | $29.1K | Buy |
494
+5
| +1% | +$295 | 0.02% | 124 |
|
|
2023
Q3 | $27.4K | Buy |
489
+4
| +0.8% | +$224 | 0.02% | 124 |
|
|
2023
Q2 | $29.2K | Buy |
485
+4
| +0.8% | +$241 | 0.02% | 122 |
|
|
2023
Q1 | $29.9K | Hold |
481
| – | – | 0.02% | 124 |
|
|
2022
Q4 | $30.6K | Buy |
481
+7
| +1% | +$446 | 0.02% | 110 |
|
|
2022
Q3 | $26.6K | Buy |
474
+3
| +0.6% | +$168 | 0.02% | 111 |
|
|
2022
Q2 | $29.6K | Buy |
471
+3
| +0.6% | +$189 | 0.02% | 109 |
|
|
2022
Q1 | $29K | Hold |
468
| – | – | 0.02% | 114 |
|
|
2021
Q4 | $27.7K | Buy |
+468
| New | +$27.7K | 0.02% | 113 |
|