CGN 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 | $321K | Sell |
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|
2025
Q2 | $351K | Buy |
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|
2025
Q1 | $348K | Buy |
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|
2024
Q4 | $269K | Sell |
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|
2024
Q3 | $339K | Sell |
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|
2024
Q2 | $373K | Sell |
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|
2024
Q1 | $361K | Sell |
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|
2023
Q4 | $353K | Sell |
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|
2023
Q3 | $509K | Buy |
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|
2023
Q2 | $412K | Buy |
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|
2023
Q1 | $280K | Buy |
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|
2022
Q4 | $285K | Sell |
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|
2022
Q3 | $304K | Buy |
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|
2022
Q2 | $223K | Sell |
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|
2022
Q1 | $228K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $205K | Buy |
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