Winch Advisory Services’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 | $2.11M | Sell |
29,852
-565
| -2% | -$40K | 0.52% | 31 |
|
|
2025
Q1 | $2.18M | Sell |
30,417
-8
| -0% | -$573 | 0.58% | 31 |
|
|
2024
Q4 | $1.89M | Buy |
30,425
+2,631
| +9% | +$164K | 0.49% | 33 |
|
|
2024
Q3 | $2M | Sell |
27,794
-44
| -0.2% | -$3.16K | 0.55% | 29 |
|
|
2024
Q2 | $1.77M | Buy |
27,838
+1,270
| +5% | +$80.8K | 0.51% | 30 |
|
|
2024
Q1 | $1.63M | Buy |
26,568
+723
| +3% | +$44.2K | 0.5% | 30 |
|
|
2023
Q4 | $1.52M | Buy |
25,845
+1,809
| +8% | +$107K | 0.51% | 33 |
|
|
2023
Q3 | $1.35M | Buy |
24,036
+223
| +0.9% | +$12.5K | 0.49% | 31 |
|
|
2023
Q2 | $1.43M | Buy |
23,813
+502
| +2% | +$30.2K | 0.52% | 32 |
|
|
2023
Q1 | $1.45M | Sell |
23,311
-298
| -1% | -$18.5K | 0.56% | 30 |
|
|
2022
Q4 | $1.5M | Sell |
23,609
-1,047
| -4% | -$66.6K | 0.64% | 29 |
|
|
2022
Q3 | $1.38M | Sell |
24,656
-1,072
| -4% | -$60K | 0.59% | 26 |
|
|
2022
Q2 | $1.62M | Sell |
25,728
-747
| -3% | -$47K | 0.66% | 26 |
|
|
2022
Q1 | $1.64M | Sell |
26,475
-467
| -2% | -$28.9K | 0.57% | 30 |
|
|
2021
Q4 | $1.6M | Buy |
26,942
+714
| +3% | +$42.3K | 0.53% | 34 |
|
|
2021
Q3 | $1.38M | Buy |
26,228
+499
| +2% | +$26.2K | 0.48% | 38 |
|
|
2021
Q2 | $1.39M | Buy |
25,729
+1,192
| +5% | +$64.5K | 0.5% | 36 |
|
|
2021
Q1 | $1.29M | Buy |
24,537
+2,814
| +13% | +$148K | 0.52% | 37 |
|
|
2020
Q4 | $1.19M | Buy |
21,723
+1,320
| +6% | +$72.4K | 0.49% | 35 |
|
|
2020
Q3 | $1.01M | Buy |
20,403
+1,495
| +8% | +$73.8K | 0.43% | 33 |
|
|
2020
Q2 | $845K | Buy |
18,908
+17,740
| +1,519% | +$793K | 0.4% | 35 |
|
|
2020
Q1 | $52K | Hold |
1,168
| – | – | 0.03% | 84 |
|
|
2019
Q4 | $65K | Buy |
1,168
+125
| +12% | +$6.96K | 0.03% | 101 |
|
|
2019
Q3 | $57K | Buy |
1,043
+7
| +0.7% | +$383 | 0.03% | 99 |
|
|
2019
Q2 | $53K | Buy |
1,036
+65
| +7% | +$3.33K | 0.03% | 107 |
|
|
2019
Q1 | $45K | Buy |
971
+64
| +7% | +$2.97K | 0.02% | 119 |
|
|
2018
Q4 | $43K | Buy |
907
+15
| +2% | +$711 | 0.02% | 105 |
|
|
2018
Q3 | $41K | Buy |
892
+8
| +0.9% | +$368 | 0.02% | 116 |
|
|
2018
Q2 | $39K | Buy |
884
+7
| +0.8% | +$309 | 0.02% | 127 |
|
|
2018
Q1 | $38K | Hold |
877
| – | – | 0.02% | 132 |
|
|
2017
Q4 | $40K | Buy |
877
+15
| +2% | +$684 | 0.02% | 118 |
|
|
2017
Q3 | $39K | Buy |
862
+7
| +0.8% | +$317 | 0.03% | 106 |
|
|
2017
Q2 | $38K | Buy |
855
+205
| +32% | +$9.11K | 0.02% | 128 |
|
|
2017
Q1 | $28K | Hold |
650
| – | – | 0.02% | 128 |
|
|
2016
Q4 | $27K | Sell |
650
-75
| -10% | -$3.12K | 0.02% | 115 |
|
|
2016
Q3 | $31K | Sell |
725
-1,677
| -70% | -$71.7K | 0.03% | 102 |
|
|
2016
Q2 | $109K | Buy |
2,402
+1,797
| +297% | +$81.5K | 0.13% | 53 |
|
|
2016
Q1 | $28K | Hold |
605
| – | – | 0.05% | 63 |
|
|
2015
Q4 | $26K | Buy |
605
+207
| +52% | +$8.9K | 0.03% | 73 |
|
|
2015
Q3 | $16K | Buy |
398
+4
| +1% | +$161 | 0.02% | 91 |
|
|
2015
Q2 | $15K | Sell |
394
-144,054
| -100% | -$5.48M | 0.01% | 152 |
|
|
2015
Q1 | $5.86M | Buy |
+144,448
| New | +$5.86M | 3.41% | 7 |
|
|
2014
Q4 | – | Sell |
-35,503
| Closed | -$1.52M | – | 116 |
|
|
2014
Q3 | $1.52M | Buy |
35,503
+35,361
| +24,902% | +$1.51M | 0.97% | 33 |
|
|
2014
Q2 | $6K | Buy |
142
+1
| +0.7% | +$42 | ﹤0.01% | 191 |
|
|
2014
Q1 | $5K | Buy |
+141
| New | +$5K | ﹤0.01% | 209 |
|