Allen Capital 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
$446K Sell
2025
Q2
$587K Buy
2025
Q1
$462K Buy
2024
Q4
$318K Sell
2024
Q3
$416K Buy
2024
Q2
$365K Buy
2024
Q1
$314K Buy
2023
Q4
$253K Buy
2023
Q3
$212K Buy
2021
Q3
Sell
2021
Q2
$1.11M Buy
2021
Q1
$1.04M Buy
2020
Q4
$984K Buy
2020
Q3
$818K Buy
2020
Q2
$718K Buy
2020
Q1
$339K Buy
2018
Q1
Sell
2017
Q4
$216K Buy