Bailard’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 | $10.1M | Buy |
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|
2025
Q2 | $10.3M | Buy |
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|
2025
Q1 | $9.39M | Buy |
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|
2024
Q4 | $8.04M | Buy |
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|
2024
Q3 | $8.87M | Buy |
|
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|
2024
Q2 | $7.75M | Sell |
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|
2024
Q1 | $7.46M | Buy |
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|
2023
Q4 | $7.11M | Buy |
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|
2023
Q3 | $5.77M | Sell |
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|
2023
Q2 | $6.33M | Sell |
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|
2023
Q1 | $7.03M | Sell |
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|
2022
Q4 | $7.3M | Sell |
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|
2022
Q3 | $6.46M | Buy |
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|
2022
Q2 | $7.19M | Buy |
|
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|
2022
Q1 | $6.29M | Sell |
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|
2021
Q4 | $6.05M | Buy |
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|
2021
Q3 | $5.36M | Buy |
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|
2021
Q2 | $5.49M | Sell |
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|
2021
Q1 | $5.58M | Buy |
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|
2020
Q4 | $1.9M | Sell |
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|
2020
Q3 | $1.72M | Sell |
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|
2020
Q2 | $1.6M | Buy |
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|
2020
Q1 | $444K | Buy |
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|
2019
Q4 | $433K | Sell |
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|
2019
Q3 | $438K | Sell |
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|
2019
Q2 | $627K | Buy |
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|
2019
Q1 | $513K | Sell |
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|
2018
Q4 | $562K | Buy |
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|
2018
Q3 | $525K | Buy |
|
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|
2018
Q2 | $391K | Sell |
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|
2018
Q1 | $421K | Sell |
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|
2017
Q4 | $496K | Buy |
|
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|
2017
Q3 | $482K | Sell |
|
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|
2017
Q2 | $499K | Sell |
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|
2017
Q1 | $549K | Buy |
|
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|
2016
Q4 | $497K | Sell |
|
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|
2016
Q3 | $587K | Buy |
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|
2016
Q2 | $488K | Buy |
|
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $235K | Sell |
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|
2013
Q4 | $277K | Sell |
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|
2013
Q3 | $600K | Sell |
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|
2013
Q2 | $2.59M | Buy |
|