Worth Asset 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 | $290K | Buy |
+4,094
| New | +$290K | 0.14% | 106 |
|
|
2024
Q4 | – | Sell |
-2,852
| Closed | -$205K | – | 156 |
|
|
2024
Q3 | $205K | Buy |
+2,852
| New | +$205K | 0.11% | 125 |
|
|
2023
Q3 | – | Sell |
-216
| Closed | -$13K | – | 265 |
|
|
2023
Q2 | $13K | Hold |
216
| – | – | 0.01% | 272 |
|
|
2023
Q1 | $13.4K | Sell |
216
-217
| -50% | -$13.5K | 0.01% | 296 |
|
|
2022
Q4 | $27.5K | Buy |
433
+392
| +956% | +$24.9K | 0.02% | 236 |
|
|
2022
Q3 | $2K | Sell |
41
-102
| -71% | -$4.98K | ﹤0.01% | 410 |
|
|
2022
Q2 | $9K | Sell |
143
-27,001
| -99% | -$1.7M | 0.01% | 358 |
|
|
2022
Q1 | $1.75M | Buy |
+27,144
| New | +$1.75M | 1.14% | 22 |
|