Wills Financial Group’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
Q2 | $717K | Sell |
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|
2025
Q1 | $731K | Sell |
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|
2024
Q4 | $642K | Buy |
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|
2024
Q3 | $739K | Buy |
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|
2024
Q2 | $654K | Sell |
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|
2024
Q1 | $672K | Buy |
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|
2023
Q4 | $648K | Sell |
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|
2023
Q3 | $675K | Sell |
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|
2023
Q2 | $797K | Sell |
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|
2023
Q1 | $828K | Hold |
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|
2022
Q4 | $849K | Buy |
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|
2022
Q3 | $747K | Sell |
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|
2022
Q2 | $841K | Buy |
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|
2022
Q1 | $828K | Sell |
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|
2021
Q4 | $796K | Sell |
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|
2021
Q3 | $706K | Sell |
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|
2021
Q2 | $742K | Buy |
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|
2021
Q1 | $410K | Hold |
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|
2020
Q4 | $427K | Sell |
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|
2020
Q3 | $473K | Sell |
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|
2020
Q2 | $434K | Sell |
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|
2020
Q1 | $441K | Sell |
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|
2019
Q4 | $563K | Sell |
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|
2019
Q3 | $556K | Sell |
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|
2019
Q2 | $553K | Sell |
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|
2019
Q1 | $536K | Sell |
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|
2018
Q4 | $593K | Sell |
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|
2018
Q3 | $662K | Sell |
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|
2018
Q2 | $672K | Sell |
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|
2018
Q1 | $785K | Sell |
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|
2017
Q4 | $898K | Sell |
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|
2017
Q3 | $1.06M | Sell |
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|
2017
Q2 | $1.39M | Sell |
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|
2017
Q1 | $1.36M | Sell |
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|
2016
Q4 | $1.6M | Buy |
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|
2016
Q3 | $1.58M | Sell |
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|
2016
Q2 | $2.07M | Sell |
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|
2016
Q1 | $2.57M | Sell |
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|
2015
Q4 | $2.43M | Sell |
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|
2015
Q3 | $2.36M | Sell |
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|
2015
Q2 | $2.53M | Sell |
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|
2015
Q1 | $2.69M | Sell |
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|
2014
Q4 | $2.86M | Sell |
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|
2014
Q3 | $2.9M | Sell |
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|
2014
Q2 | $3M | Buy |
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|
2014
Q1 | $2.66M | Buy |
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|
2013
Q4 | $2.47M | Buy |
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