CarsonAllaria 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 | $270K | Sell |
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|
2025
Q2 | $288K | Buy |
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|
2025
Q1 | $291K | Sell |
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|
2024
Q4 | $253K | Sell |
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|
2024
Q3 | $311K | Sell |
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|
2024
Q2 | $288K | Sell |
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|
2024
Q1 | $297K | Sell |
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|
2023
Q4 | $302K | Sell |
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|
2023
Q3 | $414K | Buy |
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|
2023
Q2 | $325K | Buy |
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|
2023
Q1 | $274K | Sell |
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|
2022
Q4 | $284K | Buy |
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|
2022
Q3 | $244K | Sell |
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|
2022
Q2 | $278K | Buy |
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|
2022
Q1 | $272K | Buy |
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|
2021
Q4 | $260K | Buy |
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