Wills Financial Group’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 | $717K | Sell |
10,127
-81
| -0.8% | -$5.73K | 0.31% | 44 |
|
|
2025
Q1 | $731K | Sell |
10,208
-105
| -1% | -$7.52K | 0.32% | 42 |
|
|
2024
Q4 | $642K | Buy |
10,313
+27
| +0.3% | +$1.68K | 0.28% | 48 |
|
|
2024
Q3 | $739K | Buy |
10,286
+14
| +0.1% | +$1.01K | 0.31% | 46 |
|
|
2024
Q2 | $654K | Sell |
10,272
-718
| -7% | -$45.7K | 0.3% | 45 |
|
|
2024
Q1 | $672K | Buy |
10,990
+1
| +0% | +$61 | 0.32% | 43 |
|
|
2023
Q4 | $648K | Sell |
10,989
-1,066
| -9% | -$62.8K | 0.33% | 41 |
|
|
2023
Q3 | $675K | Sell |
12,055
-1,187
| -9% | -$66.5K | 0.37% | 49 |
|
|
2023
Q2 | $797K | Sell |
13,242
-105
| -0.8% | -$6.32K | 0.4% | 42 |
|
|
2023
Q1 | $828K | Hold |
13,347
| – | – | 0.45% | 43 |
|
|
2022
Q4 | $849K | Buy |
13,347
+5
| +0% | +$318 | 0.47% | 39 |
|
|
2022
Q3 | $747K | Sell |
13,342
-23
| -0.2% | -$1.29K | 0.41% | 39 |
|
|
2022
Q2 | $841K | Buy |
13,365
+12
| +0.1% | +$755 | 0.41% | 42 |
|
|
2022
Q1 | $828K | Sell |
13,353
-99
| -0.7% | -$6.14K | 0.35% | 44 |
|
|
2021
Q4 | $796K | Sell |
13,452
-4
| -0% | -$237 | 0.31% | 46 |
|
|
2021
Q3 | $706K | Sell |
13,456
-262
| -2% | -$13.7K | 0.32% | 46 |
|
|
2021
Q2 | $742K | Buy |
13,718
+5,925
| +76% | +$320K | 0.32% | 48 |
|
|
2021
Q1 | $410K | Hold |
7,793
| – | – | 0.2% | 49 |
|
|
2020
Q4 | $427K | Sell |
7,793
-1,786
| -19% | -$97.9K | 0.21% | 46 |
|
|
2020
Q3 | $473K | Sell |
9,579
-141
| -1% | -$6.96K | 0.28% | 41 |
|
|
2020
Q2 | $434K | Sell |
9,720
-256
| -3% | -$11.4K | 0.27% | 44 |
|
|
2020
Q1 | $441K | Sell |
9,976
-207
| -2% | -$9.15K | 0.31% | 43 |
|
|
2019
Q4 | $563K | Sell |
10,183
-38
| -0.4% | -$2.1K | 0.32% | 48 |
|
|
2019
Q3 | $556K | Sell |
10,221
-633
| -6% | -$34.4K | 0.36% | 43 |
|
|
2019
Q2 | $553K | Sell |
10,854
-594
| -5% | -$30.3K | 0.36% | 44 |
|
|
2019
Q1 | $536K | Sell |
11,448
-1,080
| -9% | -$50.6K | 0.36% | 44 |
|
|
2018
Q4 | $593K | Sell |
12,528
-1,808
| -13% | -$85.6K | 0.46% | 44 |
|
|
2018
Q3 | $662K | Sell |
14,336
-1,003
| -7% | -$46.3K | 0.44% | 48 |
|
|
2018
Q2 | $672K | Sell |
15,339
-2,754
| -15% | -$121K | 0.49% | 47 |
|
|
2018
Q1 | $785K | Sell |
18,093
-1,500
| -8% | -$65.1K | 0.58% | 45 |
|
|
2017
Q4 | $898K | Sell |
19,593
-3,971
| -17% | -$182K | 0.63% | 43 |
|
|
2017
Q3 | $1.06M | Sell |
23,564
-7,349
| -24% | -$331K | 0.78% | 41 |
|
|
2017
Q2 | $1.39M | Sell |
30,913
-1,146
| -4% | -$51.4K | 1.03% | 38 |
|
|
2017
Q1 | $1.36M | Sell |
32,059
-6,431
| -17% | -$273K | 1.04% | 36 |
|
|
2016
Q4 | $1.6M | Buy |
38,490
+1,180
| +3% | +$48.9K | 1.3% | 29 |
|
|
2016
Q3 | $1.58M | Sell |
37,310
-8,415
| -18% | -$356K | 1.38% | 26 |
|
|
2016
Q2 | $2.07M | Sell |
45,725
-9,604
| -17% | -$435K | 1.73% | 22 |
|
|
2016
Q1 | $2.57M | Sell |
55,329
-1,167
| -2% | -$54.1K | 2.21% | 13 |
|
|
2015
Q4 | $2.43M | Sell |
56,496
-2,374
| -4% | -$102K | 2.14% | 13 |
|
|
2015
Q3 | $2.36M | Sell |
58,870
-5,634
| -9% | -$226K | 2.18% | 14 |
|
|
2015
Q2 | $2.53M | Sell |
64,504
-1,859
| -3% | -$72.9K | 2.16% | 14 |
|
|
2015
Q1 | $2.69M | Sell |
66,363
-1,300
| -2% | -$52.7K | 2.22% | 14 |
|
|
2014
Q4 | $2.86M | Sell |
67,663
-341
| -0.5% | -$14.4K | 2.32% | 14 |
|
|
2014
Q3 | $2.9M | Sell |
68,004
-2,785
| -4% | -$119K | 2.46% | 12 |
|
|
2014
Q2 | $3M | Buy |
70,789
+2,000
| +3% | +$84.7K | 2.49% | 10 |
|
|
2014
Q1 | $2.66M | Buy |
68,789
+8,888
| +15% | +$344K | 2.53% | 10 |
|
|
2013
Q4 | $2.47M | Buy |
+59,901
| New | +$2.47M | 2.55% | 10 |
|