Burns Matteson Capital 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
Q3 | $230K | Sell |
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|
2025
Q2 | $257K | Sell |
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|
2025
Q1 | $270K | Sell |
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|
2024
Q4 | $247K | Sell |
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|
2024
Q3 | $290K | Sell |
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|
2024
Q2 | $275K | Sell |
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|
2024
Q1 | $550K | Sell |
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|
2023
Q4 | $604K | Hold |
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|
2023
Q3 | $574K | Hold |
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|
2023
Q2 | $618K | Sell |
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|
2023
Q1 | $667K | Sell |
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|
2022
Q4 | $858K | Sell |
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|
2022
Q3 | $810K | Hold |
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|
2022
Q2 | $909K | Sell |
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|
2022
Q1 | $897K | Hold |
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|
2021
Q4 | $857K | Hold |
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|
2021
Q3 | $759K | Hold |
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|
2021
Q2 | $783K | Hold |
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|
2021
Q1 | $763K | Hold |
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|
2020
Q4 | $793K | Buy |
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