Charles Schwab 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $219K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $209K | Buy |
|
|||||
|
2022
Q4 | $207K | Sell |
|
|||||
|
2022
Q3 | $205K | Sell |
|
|||||
|
2022
Q2 | $244K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $304M | Buy |
|
|||||
|
2019
Q3 | $290M | Buy |
|
|||||
|
2019
Q2 | $265M | Buy |
|
|||||
|
2019
Q1 | $235M | Buy |
|
|||||
|
2018
Q4 | $229M | Buy |
|
|||||
|
2018
Q3 | $222M | Buy |
|
|||||
|
2018
Q2 | $207M | Buy |
|