Cassaday & Co 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
Q2 | $796K | Buy |
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|
2025
Q1 | $797K | Sell |
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|
2024
Q4 | $764K | Buy |
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|
2024
Q3 | $837K | Buy |
|
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|
2024
Q2 | $689K | Buy |
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|
2024
Q1 | $648K | Buy |
|
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|
2023
Q4 | $618K | Sell |
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|
2023
Q3 | $587K | Buy |
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|
2023
Q2 | $545K | Sell |
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|
2023
Q1 | $630K | Sell |
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|
2022
Q4 | $657K | Buy |
|