WMG Financial Advisors’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 | $227K | Buy |
3,206
+17
| +0.5% | +$1.2K | 0.08% | 166 |
|
|
2025
Q1 | $228K | Buy |
+3,189
| New | +$228K | 0.1% | 151 |
|
|
2024
Q4 | – | Sell |
-2,997
| Closed | -$215K | – | 180 |
|
|
2024
Q3 | $215K | Buy |
+2,997
| New | +$215K | 0.1% | 154 |
|
|
2023
Q3 | – | Sell |
-3,869
| Closed | -$233K | – | 115 |
|
|
2023
Q2 | $233K | Buy |
3,869
+355
| +10% | +$21.4K | 0.17% | 102 |
|
|
2023
Q1 | $251K | Sell |
3,514
-1,427
| -29% | -$102K | 0.21% | 89 |
|
|
2022
Q4 | $314K | Sell |
4,941
-145
| -3% | -$9.22K | 0.27% | 79 |
|
|
2022
Q3 | $286K | Sell |
5,086
-26
| -0.5% | -$1.46K | 0.26% | 83 |
|
|
2022
Q2 | $321K | Buy |
5,112
+152
| +3% | +$9.55K | 0.28% | 81 |
|
|
2022
Q1 | $306K | Buy |
4,960
+670
| +16% | +$41.3K | 0.22% | 112 |
|
|
2021
Q4 | $254K | Buy |
+4,290
| New | +$254K | 0.2% | 133 |
|