Citadel 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
2025
Q3
$2.68M Hold
2025
Q2
$2.86M Sell
2025
Q1
$3.08M Sell
2024
Q4
$2.68M Sell
2024
Q3
$3.1M Buy
2024
Q2
$2.71M Sell
2024
Q1
$2.62M Sell
2023
Q4
$2.53M Sell
2023
Q3
$2.42M Sell
2023
Q2
$2.61M Sell
2023
Q1
$2.71M Hold
2022
Q4
$2.78M Sell
2022
Q3
$2.54M Buy
2022
Q2
$2.81M Sell
2022
Q1
$2.9M Sell
2021
Q4
$2.82M Sell
2021
Q3
$2.5M Hold
2021
Q2
$2.58M Hold
2021
Q1
$2.51M Hold
2020
Q4
$2.62M Buy