Windle Wealth’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 | $8.25M | Sell |
116,664
-94
| -0.1% | -$6.65K | 4.04% | 8 |
|
|
2025
Q1 | $8.36M | Buy |
116,758
+3,620
| +3% | +$259K | 4.31% | 9 |
|
|
2024
Q4 | $7.04M | Buy |
113,138
+7,346
| +7% | +$457K | 3.9% | 13 |
|
|
2024
Q3 | $7.6M | Buy |
105,792
+1,850
| +2% | +$133K | 4.13% | 11 |
|
|
2024
Q2 | $6.62M | Buy |
103,942
+529
| +0.5% | +$33.7K | 4.03% | 11 |
|
|
2024
Q1 | $6.33M | Buy |
103,413
+1,762
| +2% | +$108K | 4.03% | 15 |
|
|
2023
Q4 | $5.99M | Buy |
101,651
+1,755
| +2% | +$103K | 4.2% | 14 |
|
|
2023
Q3 | $5.59M | Buy |
99,896
+3,228
| +3% | +$181K | 4.17% | 17 |
|
|
2023
Q2 | $5.82M | Buy |
96,668
+647
| +0.7% | +$39K | 4.2% | 14 |
|
|
2023
Q1 | $5.96M | Buy |
96,021
+1,781
| +2% | +$110K | 4.42% | 12 |
|
|
2022
Q4 | $5.99M | Buy |
+94,240
| New | +$5.99M | 4.68% | 7 |
|