Advocate Group’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
$831K Sell
2025
Q2
$925K Hold
2025
Q1
$936K Sell
2024
Q4
$816K Hold
2024
Q3
$942K Sell
2024
Q2
$841K Sell
2024
Q1
$819K Sell
2023
Q4
$817K Sell
2023
Q3
$792K Sell
2023
Q2
$916K Sell
2023
Q1
$1.02M Sell
2022
Q4
$1.24M Sell
2022
Q3
$1.31M Sell
2022
Q2
$1.59M Buy