Baron Silver Stevens Financial 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 | $309K | Buy |
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|
2025
Q2 | $325K | Buy |
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|
2025
Q1 | $316K | Buy |
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|
2024
Q4 | $262K | Hold |
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|
2024
Q3 | $302K | Sell |
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|
2024
Q2 | $270K | Sell |
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|
2024
Q1 | $290K | Sell |
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|
2023
Q4 | $286K | Buy |
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|
2023
Q3 | $266K | Buy |
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|
2023
Q2 | $263K | Buy |
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|
2023
Q1 | $270K | Buy |
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|
2022
Q4 | $251K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $392K | Buy |
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|
2022
Q1 | $288K | Buy |
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|
2021
Q4 | $270K | Buy |
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|
2021
Q3 | $220K | Sell |
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|
2021
Q2 | $316K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $196K | Buy |
|