Capital Advisors 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 | $509K | Buy |
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|
2025
Q2 | $510K | Buy |
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|
2025
Q1 | $493K | Sell |
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|
2024
Q4 | $450K | Sell |
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|
2024
Q3 | $523K | Sell |
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|
2024
Q2 | $471K | Sell |
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|
2024
Q1 | $543K | Sell |
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|
2023
Q4 | $559K | Sell |
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|
2023
Q3 | $670K | Buy |
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|
2023
Q2 | $710K | Buy |
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|
2023
Q1 | $706K | Sell |
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|
2022
Q4 | $726K | Buy |
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|
2022
Q3 | $581K | Buy |
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|
2022
Q2 | $505K | Buy |
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|
2022
Q1 | $442K | Buy |
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|
2021
Q4 | $281K | Buy |
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|
2021
Q3 | $220K | Buy |
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