Bellevue Asset Management’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
Q2 | $220K | Buy |
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|
2025
Q1 | $222K | Hold |
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|
2024
Q4 | $193K | Buy |
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|
2024
Q3 | $221K | Buy |
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|
2024
Q2 | $195K | Buy |
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|
2024
Q1 | $187K | Buy |
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|
2023
Q4 | $180K | Sell |
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|
2023
Q3 | $179K | Buy |
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|
2023
Q2 | $192K | Buy |
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|
2023
Q1 | $198K | Buy |
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|
2022
Q4 | $189K | Buy |
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|
2022
Q3 | $168K | Buy |
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|
2022
Q2 | $187K | Buy |
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|
2022
Q1 | $185K | Sell |
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|
2021
Q4 | $176K | Buy |
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|
2021
Q3 | $156K | Buy |
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|
2021
Q2 | $160K | Sell |
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|
2021
Q1 | $167K | Hold |
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|
2020
Q4 | $156K | Sell |
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|
2020
Q3 | $176K | Hold |
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|
2020
Q2 | $159K | Hold |
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|
2020
Q1 | $166K | Buy |
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|
2019
Q4 | $168K | Buy |
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