Barrett & Company’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 | $184K | Hold |
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|
2025
Q2 | $197K | Hold |
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|
2025
Q1 | $199K | Hold |
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|
2024
Q4 | $173K | Buy |
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|
2024
Q3 | $200K | Sell |
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|
2024
Q2 | $177K | Sell |
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|
2024
Q1 | $173K | Sell |
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|
2023
Q4 | $167K | Hold |
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|
2023
Q3 | $159K | Hold |
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|
2023
Q2 | $171K | Buy |
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|
2023
Q1 | $145K | Buy |
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|
2022
Q4 | $138K | Hold |
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|
2022
Q3 | $138K | Buy |
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