Berger Financial Group’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 | $975K | Buy |
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|
2025
Q2 | $1.04M | Buy |
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|
2025
Q1 | $1.05M | Buy |
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|
2024
Q4 | $908K | Sell |
|
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|
2024
Q3 | $1.18M | Buy |
|
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|
2024
Q2 | $1.02M | Sell |
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|
2024
Q1 | $997K | Buy |
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|
2023
Q4 | $819K | Buy |
|
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|
2023
Q3 | $745K | Sell |
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|
2023
Q2 | $811K | Buy |
|
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|
2023
Q1 | $829K | Sell |
|
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|
2022
Q4 | $851K | Buy |
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|
2022
Q3 | $734K | Buy |
|
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|
2022
Q2 | $811K | Sell |
|
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|
2022
Q1 | $805K | Sell |
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|
2021
Q4 | $771K | Buy |
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|
2021
Q3 | $530K | Sell |
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|
2021
Q2 | $554K | Buy |
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|
2021
Q1 | $538K | Buy |
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|
2020
Q4 | $558K | Buy |
|