Carolina Wealth Advisors’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 | $287K | Buy |
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|
2025
Q2 | $117K | Buy |
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|
2025
Q1 | $32.3K | Buy |
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|
2024
Q4 | $21.8K | Sell |
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|
2024
Q3 | $32K | Hold |
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|
2024
Q2 | $28.4K | Hold |
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|
2024
Q1 | $27.3K | Hold |
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|
2023
Q4 | $26.3K | Hold |
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|
2023
Q3 | $25K | Hold |
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|
2023
Q2 | $26.9K | Buy |
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|
2023
Q1 | $19K | Hold |
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|
2022
Q4 | $19K | Hold |
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|
2022
Q3 | $17K | Hold |
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|
2022
Q2 | $19K | Hold |
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|
2022
Q1 | $19K | Hold |
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|
2021
Q4 | $18K | Sell |
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|
2021
Q3 | $403K | Sell |
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|
2021
Q2 | $430K | Sell |
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|
2021
Q1 | $428K | Sell |
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|
2020
Q4 | $888K | Sell |
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|
2020
Q3 | $809K | Buy |
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|
2020
Q2 | $672K | Buy |
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|
2020
Q1 | $604K | Buy |
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|
2019
Q4 | $460K | Buy |
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