Accel Wealth Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $256K | Sell |
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|
2025
Q2 | $278K | Buy |
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|
2025
Q1 | $276K | Sell |
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|
2024
Q4 | $240K | Sell |
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|
2024
Q3 | $285K | Buy |
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|
2024
Q2 | $234K | Buy |
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|
2024
Q1 | $206K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $170K | Hold |
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|
2022
Q4 | $174K | Sell |
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|
2022
Q3 | $170K | Buy |
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|
2022
Q2 | $162K | Buy |
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|
2022
Q1 | $157K | Sell |
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|
2021
Q4 | $187K | Buy |
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|
2021
Q3 | $108K | Buy |
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|
2021
Q2 | $106K | Sell |
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|
2021
Q1 | $177K | Sell |
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|
2020
Q4 | $193K | Buy |
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