Beacon Financial Advisory’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 | $1.79M | Sell |
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|
2025
Q2 | $1.92M | Buy |
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|
2025
Q1 | $1.9M | Buy |
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|
2024
Q4 | $1.65M | Buy |
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|
2024
Q3 | $1.07M | Sell |
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|
2024
Q2 | $1.06M | Buy |
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|
2024
Q1 | $546K | Buy |
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|
2023
Q4 | $516K | Buy |
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|
2023
Q3 | $487K | Buy |
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|
2023
Q2 | $521K | Sell |
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|
2023
Q1 | $561K | Buy |
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|
2022
Q4 | $550K | Buy |
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|
2022
Q3 | $473K | Sell |
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|
2022
Q2 | $616K | Buy |
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|
2022
Q1 | $599K | Sell |
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|
2021
Q4 | $580K | Buy |
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|
2021
Q3 | $510K | Buy |
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|
2021
Q2 | $523K | Buy |
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|
2021
Q1 | $509K | Buy |
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|
2020
Q4 | $475K | Buy |
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|
2020
Q3 | $359K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $425K | Buy |
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