Concord Wealth Partners’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 | $4.42M | Buy |
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|
2025
Q2 | $4.35M | Sell |
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|
2025
Q1 | $5.15M | Sell |
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|
2024
Q4 | $4.73M | Buy |
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|
2024
Q3 | $4.83M | Buy |
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|
2024
Q2 | $4.08M | Buy |
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|
2024
Q1 | $3.73M | Buy |
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|
2023
Q4 | $2.55M | Buy |
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|
2023
Q3 | $1.81M | Buy |
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|
2023
Q2 | $1.83M | Buy |
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|
2023
Q1 | $1.17M | Buy |
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|
2022
Q4 | $874K | Sell |
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|
2022
Q3 | $821K | Buy |
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|
2022
Q2 | $894K | Buy |
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|
2022
Q1 | $647K | Buy |
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|
2021
Q4 | $474K | Buy |
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|
2021
Q3 | $312K | Sell |
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|
2021
Q2 | $426K | Sell |
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|
2021
Q1 | $473K | Buy |
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|
2020
Q4 | $380K | Buy |
|