Cabot 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
Q3 | $272K | Hold |
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|
2025
Q2 | $291K | Buy |
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|
2025
Q1 | $294K | Buy |
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|
2024
Q4 | $233K | Hold |
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|
2024
Q3 | $269K | Hold |
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|
2024
Q2 | $238K | Hold |
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|
2024
Q1 | $229K | Hold |
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|
2023
Q4 | $221K | Hold |
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|
2023
Q3 | $210K | Sell |
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|
2023
Q2 | $229K | Hold |
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|
2023
Q1 | $236K | Hold |
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|
2022
Q4 | $242K | Hold |
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|
2022
Q3 | $213K | Buy |
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|
2022
Q2 | $236K | Sell |
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|
2022
Q1 | $362K | Hold |
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|
2021
Q4 | $346K | Hold |
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|
2021
Q3 | $307K | Hold |
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|
2021
Q2 | $316K | Sell |
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|
2021
Q1 | $361K | Hold |
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|
2020
Q4 | $375K | Sell |
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|
2020
Q3 | $343K | Buy |
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|
2020
Q2 | $305K | Hold |
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|
2020
Q1 | $303K | Hold |
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|
2019
Q4 | $379K | Hold |
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|
2019
Q3 | $372K | Hold |
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|
2019
Q2 | $348K | Hold |
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|
2019
Q1 | $321K | Buy |
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|
2018
Q4 | $300K | Hold |
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|
2018
Q3 | $293K | Hold |
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|
2018
Q2 | $278K | Sell |
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|
2018
Q1 | $294K | Buy |
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|
2017
Q4 | $304K | Sell |
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|
2017
Q3 | $452K | Buy |
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|
2017
Q2 | $224K | Hold |
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|
2017
Q1 | $212K | Hold |
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|
2016
Q4 | $207K | Hold |
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|
2016
Q3 | $212K | Hold |
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|
2016
Q2 | $227K | Sell |
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|
2016
Q1 | $246K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $832K | Hold |
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|
2015
Q1 | $859K | Hold |
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|
2014
Q4 | $895K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $387K | Sell |
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|
2013
Q2 | $754K | Buy |
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