Charles Schwab Trust’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 | $202K | Sell |
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|
2025
Q2 | $421K | Sell |
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|
2025
Q1 | $429K | Buy |
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|
2024
Q4 | $200K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $200K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $213K | Sell |
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|
2021
Q3 | $254K | Buy |
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|
2021
Q2 | $221K | Sell |
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|
2021
Q1 | $529K | Buy |
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|
2020
Q4 | $515K | Sell |
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|
2020
Q3 | $478K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $434K | Sell |
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|
2019
Q4 | $720K | Buy |
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|
2019
Q3 | $239K | Buy |
|