Commonwealth Financial Services’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
$882K Buy
2025
Q2
$835K Buy
2025
Q1
$811K Buy
2024
Q4
$694K Buy
2024
Q3
$781K Sell
2024
Q2
$809K Buy
2024
Q1
$743K Hold
2023
Q4
$743K Sell
2023
Q3
$731K Buy
2017
Q1
$372K Buy
2016
Q4
$348K Buy
2016
Q3
$343K Buy
2016
Q2
$318K Buy
2016
Q1
$279K Sell
2015
Q4
$361K Sell
2015
Q3
$373K Hold
2015
Q2
$364K Sell
2015
Q1
$381K Buy
2014
Q4
$388K Buy