Calton & Associates’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 | $751K | Buy |
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|
2025
Q1 | $561K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $407K | Buy |
|
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $268K | Buy |
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|
2023
Q3 | $207K | Sell |
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|
2023
Q2 | $237K | Sell |
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|
2023
Q1 | $361K | Sell |
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|
2022
Q4 | $461K | Buy |
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|
2022
Q3 | $292K | Sell |
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|
2022
Q2 | $329K | Sell |
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|
2022
Q1 | $462K | Buy |
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|
2021
Q4 | $423K | Sell |
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|
2021
Q3 | $449K | Sell |
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|
2021
Q2 | $599K | Sell |
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|
2021
Q1 | $602K | Sell |
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|
2020
Q4 | $659K | Buy |
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|
2020
Q3 | $590K | Buy |
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|
2020
Q2 | $510K | Sell |
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|
2020
Q1 | $530K | Buy |
|
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|
2019
Q4 | $651K | Sell |
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|
2019
Q3 | $660K | Buy |
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|
2019
Q2 | $592K | Sell |
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|
2019
Q1 | $639K | Buy |
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|
2018
Q4 | $616K | Buy |
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|
2018
Q3 | $458K | Sell |
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|
2018
Q2 | $475K | Sell |
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|
2018
Q1 | $1.6M | Sell |
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|
2017
Q4 | $1.77M | Buy |
|