Clearstead 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
Q2 | $835K | Sell |
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|
2025
Q1 | $892K | Sell |
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|
2024
Q4 | $829K | Buy |
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|
2024
Q3 | $954K | Sell |
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|
2024
Q2 | $855K | Sell |
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|
2024
Q1 | $856K | Sell |
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|
2023
Q4 | $855K | Buy |
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|
2023
Q3 | $809K | Buy |
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|
2023
Q2 | $856K | Sell |
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|
2023
Q1 | $1.44M | Sell |
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|
2022
Q4 | $1.48M | Sell |
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|
2022
Q3 | $1.36M | Buy |
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|
2022
Q2 | $535K | Hold |
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|
2022
Q1 | $526K | Hold |
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|
2021
Q4 | $503K | Buy |
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|
2021
Q3 | $247K | Buy |
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|
2021
Q2 | $254K | Sell |
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|
2021
Q1 | $248K | Sell |
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|
2020
Q4 | $2.49M | Buy |
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|
2020
Q3 | $2.23M | Buy |
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|
2020
Q2 | $1.97M | Sell |
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|
2020
Q1 | $2.39M | Sell |
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|
2019
Q4 | $3.06M | Sell |
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|
2019
Q3 | $3.07M | Buy |
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|
2019
Q2 | $2.84M | Buy |
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|
2019
Q1 | $2.46M | Buy |
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|
2018
Q4 | $536K | Sell |
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|
2018
Q3 | $605K | Buy |
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|
2018
Q2 | $549K | Sell |
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|
2018
Q1 | $570K | Buy |
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|
2017
Q4 | $345K | Sell |
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|
2017
Q3 | $365K | Buy |
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|
2017
Q2 | $283K | Buy |
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|
2017
Q1 | $264K | Sell |
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|
2016
Q4 | $411K | Buy |
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