Cascade Investment 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 | $230K | Sell |
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|
2025
Q2 | $251K | Sell |
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|
2025
Q1 | $266K | Hold |
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|
2024
Q4 | $232K | Hold |
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|
2024
Q3 | $267K | Hold |
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|
2024
Q2 | $237K | Sell |
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|
2024
Q1 | $234K | Sell |
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|
2023
Q4 | $230K | Hold |
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|
2023
Q3 | $218K | Hold |
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|
2023
Q2 | $235K | Buy |
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|
2023
Q1 | $237K | Buy |
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|
2022
Q4 | $243K | Hold |
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|
2022
Q3 | $228K | Hold |
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|
2022
Q2 | $240K | Hold |
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|
2022
Q1 | $237K | Hold |
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|
2021
Q4 | $226K | Hold |
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|
2021
Q3 | $200K | Hold |
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|
2021
Q2 | $207K | Hold |
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|
2021
Q1 | $201K | Hold |
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|
2020
Q4 | $209K | Hold |
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|
2020
Q3 | $188K | Hold |
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|
2020
Q2 | $171K | Hold |
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|
2020
Q1 | $169K | Sell |
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|
2019
Q4 | $222K | Sell |
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|
2019
Q3 | $296K | Buy |
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|
2019
Q2 | $217K | Hold |
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|
2019
Q1 | $200K | Sell |
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|
2018
Q4 | $224K | Hold |
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|
2018
Q3 | $218K | Sell |
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|
2018
Q2 | $216K | Buy |
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|
2018
Q1 | $145K | Buy |
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|
2017
Q4 | $109K | Buy |
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|
2017
Q3 | $86.2K | Hold |
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|
2017
Q2 | $85.9K | Sell |
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|
2017
Q1 | $85.6K | Sell |
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|
2016
Q4 | $128K | Buy |
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|
2016
Q2 | $91.4K | Buy |
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