Wolff Financial Management’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 | $781K | Buy |
11,041
+62
| +0.6% | +$4.39K | 0.2% | 50 |
|
|
2025
Q1 | $786K | Hold |
10,979
| – | – | 0.22% | 50 |
|
|
2024
Q4 | $684K | Sell |
10,979
-1,109
| -9% | -$69.1K | 0.19% | 50 |
|
|
2024
Q3 | $869K | Buy |
+12,088
| New | +$869K | 0.24% | 45 |
|
|
2024
Q2 | – | Sell |
-12,495
| Closed | -$764K | – | 63 |
|
|
2024
Q1 | $764K | Hold |
12,495
| – | – | 0.22% | 50 |
|
|
2023
Q4 | $736K | Sell |
12,495
-132
| -1% | -$7.78K | 0.23% | 52 |
|
|
2023
Q3 | $707K | Buy |
+12,627
| New | +$707K | 0.24% | 51 |
|
|
2023
Q2 | – | Sell |
-12,759
| Closed | -$791K | – | 65 |
|
|
2023
Q1 | $791K | Sell |
12,759
-136
| -1% | -$8.43K | 0.28% | 49 |
|
|
2022
Q4 | $820K | Sell |
12,895
-799
| -6% | -$50.8K | 0.3% | 49 |
|
|
2022
Q3 | $767K | Buy |
13,694
+3
| +0% | +$168 | 0.35% | 50 |
|
|
2022
Q2 | $861K | Buy |
13,691
+5
| +0% | +$314 | 0.38% | 48 |
|
|
2022
Q1 | $849K | Hold |
13,686
| – | – | 0.34% | 51 |
|
|
2021
Q4 | $810K | Buy |
+13,686
| New | +$810K | 0.31% | 52 |
|
|
2021
Q1 | $725K | Sell |
13,754
-39
| -0.3% | -$2.06K | 0.33% | 50 |
|
|
2020
Q4 | $756K | Buy |
13,793
+74
| +0.5% | +$4.06K | 0.4% | 44 |
|
|
2020
Q3 | $677K | Buy |
13,719
+11
| +0.1% | +$543 | 0.4% | 45 |
|
|
2020
Q2 | $612K | Buy |
13,708
+30
| +0.2% | +$1.34K | 0.39% | 48 |
|
|
2020
Q1 | $605K | Buy |
13,678
+356
| +3% | +$15.7K | 0.46% | 45 |
|
|
2019
Q4 | $737K | Buy |
13,322
+345
| +3% | +$19.1K | 0.49% | 40 |
|
|
2019
Q3 | $707K | Buy |
12,977
+3
| +0% | +$163 | 0.52% | 39 |
|
|
2019
Q2 | $661K | Sell |
12,974
-195
| -1% | -$9.94K | 0.51% | 42 |
|
|
2019
Q1 | $617K | Hold |
13,169
| – | – | 0.51% | 42 |
|
|
2018
Q4 | $624K | Buy |
+13,169
| New | +$624K | 0.61% | 36 |
|