Advisory Research’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$4.9M Sell
2023
Q3
$4.78M Sell
2023
Q2
$5.43M Sell
2023
Q1
$5.6M Sell
2022
Q4
$10.5M Sell
2022
Q3
$9.3M Sell
2022
Q2
$10.7M Sell
2022
Q1
$10.7M Buy
2021
Q4
$9.46M Sell
2021
Q3
$8.79M Buy
2021
Q2
$8.96M Buy
2014
Q2
Sell
2014
Q1
$70K Buy