Beacon Financial Strategies’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 | $287K | Sell |
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|
2025
Q2 | $391K | Hold |
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|
2025
Q1 | $396K | Buy |
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|
2024
Q4 | $325K | Hold |
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|
2024
Q3 | $375K | Hold |
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|
2024
Q2 | $332K | Sell |
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|
2024
Q1 | $323K | Hold |
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|
2023
Q4 | $311K | Sell |
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|
2023
Q3 | $297K | Sell |
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|
2023
Q2 | $386K | Hold |
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|
2023
Q1 | $398K | Sell |
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|
2022
Q4 | $417K | Sell |
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|
2022
Q3 | $375K | Hold |
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|
2022
Q2 | $422K | Hold |
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|
2022
Q1 | $415K | Sell |
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|
2021
Q4 | $399K | Sell |
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|
2021
Q3 | $359K | Hold |
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|
2021
Q2 | $370K | Buy |
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