Compton Wealth Advisory Group’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 | $507K | Hold |
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|
2025
Q2 | $541K | Buy |
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|
2025
Q1 | $530K | Hold |
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|
2024
Q4 | $460K | Sell |
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|
2024
Q3 | $546K | Buy |
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|
2024
Q2 | $484K | Buy |
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|
2024
Q1 | $455K | Hold |
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|
2023
Q4 | $439K | Sell |
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|
2023
Q3 | $473K | Hold |
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|
2023
Q2 | $508K | Sell |
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|
2023
Q1 | $573K | Sell |
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|
2022
Q4 | $1.2M | Buy |
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|
2022
Q3 | $1.01M | Buy |
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|
2022
Q2 | $1.1M | Buy |
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|
2022
Q1 | $580K | Buy |
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|
2021
Q4 | $372K | Buy |
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|
2021
Q3 | $298K | Buy |
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|
2021
Q2 | $308K | Buy |
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|
2021
Q1 | $299K | Buy |
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|
2020
Q4 | $284K | Sell |
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|
2020
Q3 | $275K | Buy |
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|
2020
Q2 | $231K | Buy |
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|
2020
Q1 | $204K | Hold |
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|
2019
Q4 | $255K | Sell |
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|
2019
Q3 | $265K | Sell |
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|
2019
Q2 | $248K | Buy |
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|
2019
Q1 | $222K | Buy |
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|
2018
Q4 | $225K | Buy |
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