Annis Gardner Whiting Capital Advisors’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
$585K Sell
2025
Q2
$633K Buy
2025
Q1
$526K Sell
2024
Q4
$485K Buy
2024
Q3
$544K Sell
2024
Q2
$525K Buy
2024
Q1
$482K Buy
2023
Q4
$388K Buy
2023
Q3
$289K Buy