Clear Investment Research’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 | $286K | Buy |
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2025
Q1 | $288K | Buy |
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|
2024
Q4 | $59.1K | Buy |
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|
2024
Q3 | $63.7K | Sell |
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|
2024
Q2 | $58.2K | Sell |
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|
2024
Q1 | $58.2K | Sell |
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|
2023
Q4 | $56.2K | Buy |
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|
2023
Q3 | $52K | Buy |
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|
2023
Q2 | $41.1K | Buy |
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|
2023
Q1 | $37.3K | Buy |
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|
2022
Q4 | $27K | Hold |
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|
2022
Q3 | $24K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $2K | Hold |
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|
2019
Q2 | $2K | Hold |
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|
2019
Q1 | $2K | Hold |
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|
2018
Q4 | $2K | Hold |
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|
2018
Q3 | $2K | Buy |
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