Annex Advisory Services’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 | $442K | Sell |
|
|||||
|
2025
Q2 | $502K | Buy |
|
|||||
|
2025
Q1 | $498K | Sell |
|
|||||
|
2024
Q4 | $492K | Buy |
|
|||||
|
2024
Q3 | $543K | Buy |
|
|||||
|
2024
Q2 | $432K | Buy |
|
|||||
|
2024
Q1 | $387K | Buy |
|
|||||
|
2023
Q4 | $359K | Sell |
|
|||||
|
2023
Q3 | $487K | Buy |
|
|||||
|
2023
Q2 | $405K | Buy |
|
|||||
|
2023
Q1 | $417K | Sell |
|
|||||
|
2022
Q4 | $530K | Sell |
|
|||||
|
2022
Q3 | $501K | Sell |
|
|||||
|
2022
Q2 | $621K | Buy |
|
|||||
|
2022
Q1 | $462K | Buy |
|
|||||
|
2021
Q4 | $425K | Buy |
|
|||||
|
2021
Q3 | $342K | Sell |
|
|||||
|
2021
Q2 | $369K | Buy |
|
|||||
|
2021
Q1 | $333K | Sell |
|
|||||
|
2020
Q4 | $367K | Buy |
|
|||||
|
2020
Q3 | $319K | Buy |
|
|||||
|
2020
Q2 | $288K | Buy |
|
|||||
|
2020
Q1 | $260K | Buy |
|
|||||
|
2019
Q4 | $300K | Sell |
|
|||||
|
2019
Q3 | $300K | Sell |
|
|||||
|
2019
Q2 | $291K | Sell |
|
|||||
|
2019
Q1 | $270K | Buy |
|
|||||
|
2018
Q4 | $237K | Buy |
|
|||||
|
2018
Q3 | $230K | Sell |
|
|||||
|
2018
Q2 | $227K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $214K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $214K | Sell |
|
|||||
|
2017
Q1 | $203K | Sell |
|
|||||
|
2016
Q4 | $206K | Buy |
|
|||||
|
2016
Q3 | – | Sell |
|
|||||
|
2016
Q2 | $225K | Buy |
|
|||||
|
2016
Q1 | $201K | Buy |
|