WGAM
Wilkinson Global Asset Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-20,700
| Closed | -$1.29M | – | 77 |
|
|
2024
Q4 | $1.29M | Hold |
20,700
| – | – | 0.08% | 41 |
|
|
2024
Q3 | $1.49M | Hold |
20,700
| – | – | 0.09% | 43 |
|
|
2024
Q2 | $1.32M | Hold |
20,700
| – | – | 0.08% | 41 |
|
|
2024
Q1 | $1.27M | Sell |
20,700
-1,395
| -6% | -$85.3K | 0.08% | 43 |
|
|
2023
Q4 | $1.3M | Buy |
22,095
+620
| +3% | +$36.5K | 0.09% | 40 |
|
|
2023
Q3 | $1.2M | Hold |
21,475
| – | – | 0.09% | 41 |
|
|
2023
Q2 | $1.29M | Hold |
21,475
| – | – | 0.1% | 39 |
|
|
2023
Q1 | $1.33M | Hold |
21,475
| – | – | 0.11% | 39 |
|
|
2022
Q4 | $1.37M | Hold |
21,475
| – | – | 0.11% | 37 |
|
|
2022
Q3 | $1.2M | Hold |
21,475
| – | – | 0.11% | 39 |
|
|
2022
Q2 | $1.35M | Hold |
21,475
| – | – | 0.12% | 39 |
|
|
2022
Q1 | $1.33M | Hold |
21,475
| – | – | 0.09% | 48 |
|
|
2021
Q4 | $1.27M | Sell |
21,475
-560
| -3% | -$33.2K | 0.07% | 51 |
|
|
2021
Q3 | $1.16M | Hold |
22,035
| – | – | 0.07% | 50 |
|
|
2021
Q2 | $1.19M | Buy |
22,035
+1,335
| +6% | +$72.2K | 0.07% | 51 |
|
|
2021
Q1 | $1.09M | Buy |
+20,700
| New | +$1.09M | 0.07% | 55 |
|