Burkett Financial Services’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
$397K Buy
2025
Q1
$399K Hold
2024
Q4
$347K Buy
2024
Q3
$385K Buy
2024
Q2
$338K Sell
2024
Q1
$329K Hold
2023
Q4
$317K Buy