WCM
Whitener Capital Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Buy |
35,124
+304
| +0.9% | +$21.5K | 0.66% | 37 |
|
|
2025
Q1 | $2.49M | Buy |
34,820
+484
| +1% | +$34.7K | 0.71% | 34 |
|
|
2024
Q4 | $2.14M | Buy |
34,336
+673
| +2% | +$41.9K | 0.6% | 39 |
|
|
2024
Q3 | $2.42M | Buy |
33,663
+955
| +3% | +$68.6K | 0.69% | 34 |
|
|
2024
Q2 | $2.08M | Buy |
32,708
+4,953
| +18% | +$315K | 0.63% | 36 |
|
|
2024
Q1 | $1.7M | Buy |
27,755
+346
| +1% | +$21.2K | 0.56% | 42 |
|
|
2023
Q4 | $1.62M | Buy |
27,409
+1,771
| +7% | +$104K | 0.58% | 41 |
|
|
2023
Q3 | $1.44M | Sell |
25,638
-73
| -0.3% | -$4.09K | 0.57% | 44 |
|
|
2023
Q2 | $1.55M | Buy |
25,711
+930
| +4% | +$56K | 0.59% | 41 |
|
|
2023
Q1 | $1.54M | Buy |
24,781
+817
| +3% | +$50.7K | 0.64% | 42 |
|
|
2022
Q4 | $1.52M | Sell |
23,964
-350
| -1% | -$22.3K | 0.67% | 40 |
|
|
2022
Q3 | $1.36M | Sell |
24,314
-100
| -0.4% | -$5.6K | 0.64% | 42 |
|
|
2022
Q2 | $1.54M | Buy |
24,414
+658
| +3% | +$41.4K | 0.69% | 39 |
|
|
2022
Q1 | $1.47M | Buy |
23,756
+1,262
| +6% | +$78.2K | 0.55% | 46 |
|
|
2021
Q4 | $1.33M | Buy |
22,494
+592
| +3% | +$35K | 0.48% | 53 |
|
|
2021
Q3 | $1.2M | Sell |
21,902
-1,376
| -6% | -$75.5K | 0.55% | 50 |
|
|
2021
Q2 | $1.26M | Sell |
23,278
-180
| -0.8% | -$9.74K | 0.5% | 54 |
|
|
2021
Q1 | $1.24M | Buy |
23,458
+1,556
| +7% | +$82K | 0.54% | 54 |
|
|
2020
Q4 | $1.2M | Sell |
21,902
-2,030
| -8% | -$111K | 0.55% | 50 |
|
|
2020
Q3 | $1.18M | Sell |
23,932
-1,380
| -5% | -$68.1K | 0.57% | 48 |
|
|
2020
Q2 | $1.13M | Buy |
25,312
+395
| +2% | +$17.6K | 0.59% | 46 |
|
|
2020
Q1 | $1.1M | Sell |
24,917
-1,680
| -6% | -$74.3K | 0.71% | 41 |
|
|
2019
Q4 | $1.47M | Buy |
26,597
+2,300
| +9% | +$127K | 0.76% | 38 |
|
|
2019
Q3 | $1.32M | Buy |
24,297
+30
| +0.1% | +$1.63K | 0.73% | 37 |
|
|
2019
Q2 | $1.24M | Buy |
24,267
+3,100
| +15% | +$158K | 0.7% | 39 |
|
|
2019
Q1 | $991K | Sell |
21,167
-2,000
| -9% | -$93.6K | 0.65% | 42 |
|
|
2018
Q4 | $1.1M | Buy |
23,167
+3,050
| +15% | +$144K | 0.81% | 33 |
|
|
2018
Q3 | $929K | Sell |
20,117
-350
| -2% | -$16.2K | 0.61% | 45 |
|
|
2018
Q2 | $897K | Buy |
20,467
+50
| +0.2% | +$2.19K | 0.7% | 41 |
|
|
2018
Q1 | $886K | Buy |
20,417
+2,410
| +13% | +$105K | 0.68% | 37 |
|
|
2017
Q4 | $826K | Buy |
+18,007
| New | +$826K | 0.71% | 36 |
|