Bradley & Co Private Wealth 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
$627K Sell
2025
Q1
$684K Sell
2024
Q4
$630K Buy
2024
Q2
$738K Sell
2024
Q1
$815K Sell
2023
Q4
$4.44M Sell
2023
Q3
$4.35M Buy
2023
Q2
$555K Hold
2023
Q1
$572K Hold
2022
Q4
$587K Hold
2022
Q3
$517K Hold
2022
Q2
$580K Hold
2022
Q1
$572K Sell
2021
Q4
$548K Hold
2021
Q3
$485K Sell
2021
Q2
$539K Sell
2021
Q1
$535K Buy