WF
WoodTrust Financial’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $690K | Hold |
9,750
| – | – | 0.09% | 97 |
|
|
2025
Q1 | $699K | Sell |
9,750
-1,046
| -10% | -$75K | 0.1% | 98 |
|
|
2024
Q4 | $672K | Buy |
10,796
+3
| +0% | +$187 | 0.09% | 101 |
|
|
2024
Q3 | $776K | Sell |
10,793
-415
| -4% | -$29.8K | 0.11% | 93 |
|
|
2024
Q2 | $713K | Buy |
11,208
+344
| +3% | +$21.9K | 0.11% | 98 |
|
|
2024
Q1 | $664 | Buy |
10,864
+1,108
| +11% | +$68 | 0.11% | 104 |
|
|
2023
Q4 | $575K | Sell |
9,756
-23,494
| -71% | -$1.38M | 0.1% | 102 |
|
|
2023
Q3 | $1.86M | Sell |
33,250
-800
| -2% | -$44.8K | 0.36% | 53 |
|
|
2023
Q2 | $2.05M | Hold |
34,050
| – | – | 0.38% | 47 |
|
|
2023
Q1 | $2.11M | Buy |
34,050
+500
| +1% | +$31K | 0.41% | 44 |
|
|
2022
Q4 | $2.13M | Hold |
33,550
| – | – | 0.44% | 43 |
|
|
2022
Q3 | $1.88M | Buy |
33,550
+662
| +2% | +$37.1K | 0.42% | 45 |
|
|
2022
Q2 | $2.07M | Hold |
32,888
| – | – | 0.46% | 43 |
|
|
2022
Q1 | $2.04M | Buy |
32,888
+4,700
| +17% | +$291K | 0.41% | 43 |
|
|
2021
Q4 | $1.67M | Buy |
28,188
+5,800
| +26% | +$343K | 0.35% | 45 |
|
|
2021
Q3 | $1.18M | Buy |
22,388
+10,114
| +82% | +$531K | 0.28% | 49 |
|
|
2021
Q2 | $664K | Buy |
12,274
+5,914
| +93% | +$320K | 0.18% | 50 |
|
|
2021
Q1 | $335K | Buy |
+6,360
| New | +$335K | 0.1% | 69 |
|
|
2020
Q3 | – | Sell |
-6,200
| Closed | -$277K | – | 110 |
|
|
2020
Q2 | $277K | Hold |
6,200
| – | – | 0.11% | 66 |
|
|
2020
Q1 | $274K | Hold |
6,200
| – | – | 0.13% | 60 |
|
|
2019
Q4 | $343K | Hold |
6,200
| – | – | 0.14% | 60 |
|
|
2019
Q3 | $338K | Hold |
6,200
| – | – | 0.15% | 59 |
|
|
2019
Q2 | $316K | Hold |
6,200
| – | – | 0.14% | 63 |
|
|
2019
Q1 | $291K | Hold |
6,200
| – | – | 0.14% | 63 |
|
|
2018
Q4 | $294K | Hold |
6,200
| – | – | 0.17% | 63 |
|
|
2018
Q3 | $286K | Hold |
6,200
| – | – | 0.14% | 68 |
|
|
2018
Q2 | $272K | Hold |
6,200
| – | – | 0.14% | 67 |
|
|
2018
Q1 | $269K | Sell |
6,200
-1,200
| -16% | -$52.1K | 0.14% | 66 |
|
|
2017
Q4 | $340K | Buy |
+7,400
| New | +$340K | 0.18% | 59 |
|