Congress Wealth Management’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 | $82M | Buy |
|
|||||
|
2025
Q1 | $82.3M | Sell |
|
|||||
|
2024
Q4 | $80.2M | Buy |
|
|||||
|
2024
Q3 | $81M | Buy |
|
|||||
|
2024
Q2 | $67.2M | Buy |
|
|||||
|
2024
Q1 | $63.7M | Sell |
|
|||||
|
2023
Q4 | $71.5M | Buy |
|
|||||
|
2023
Q3 | $58M | Sell |
|
|||||
|
2023
Q2 | $62.4M | Buy |
|
|||||
|
2023
Q1 | $64.3M | Sell |
|
|||||
|
2022
Q4 | $66M | Sell |
|
|||||
|
2022
Q3 | $58.2M | Buy |
|
|||||
|
2022
Q2 | $65.3M | Sell |
|
|||||
|
2022
Q1 | $64.4M | Sell |
|
|||||
|
2021
Q4 | $68.2M | Buy |
|