Cerro Pacific 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
Q2 | $353K | Sell |
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|
2025
Q1 | $348K | Sell |
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|
2024
Q4 | $410K | Buy |
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|
2024
Q3 | $361K | Hold |
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|
2024
Q2 | $361K | Buy |
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|
2023
Q1 | $270K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $592K | Sell |
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|
2022
Q1 | $796K | Sell |
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|
2021
Q4 | $773K | Buy |
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|
2021
Q3 | $636K | Buy |
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|
2021
Q2 | $426K | Buy |
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|
2020
Q4 | $284K | Buy |
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