Cary Street Partners Investment Advisory’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 | $381K | Buy |
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|
2025
Q1 | $344K | Buy |
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|
2024
Q4 | $187K | Sell |
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|
2024
Q3 | $8.66M | Sell |
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|
2024
Q2 | $7.75M | Buy |
|
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|
2024
Q1 | $6.9M | Buy |
|
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|
2023
Q4 | $6.62M | Buy |
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|
2023
Q3 | $5.98M | Buy |
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|
2023
Q2 | $6.01M | Buy |
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|
2023
Q1 | $6.15M | Sell |
|
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|
2022
Q4 | $6.33M | Sell |
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|
2022
Q3 | $5.71M | Buy |
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|
2022
Q2 | $5.57M | Buy |
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|
2022
Q1 | $1.41M | Buy |
|
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|
2021
Q4 | $1.07M | Buy |
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|
2021
Q3 | $934K | Sell |
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|
2021
Q2 | $1.09M | Buy |
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|
2021
Q1 | $558K | Sell |
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|
2020
Q4 | $2.21M | Buy |
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|
2020
Q3 | $903K | Buy |
|