Cook Wealth’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
Sell
2025
Q1
$791K Sell
2024
Q4
$781K Hold
2024
Q3
$837K Sell
2024
Q2
$870K Buy
2024
Q1
Sell
2023
Q4
$212K Sell
2023
Q3
$222K Buy
2023
Q2
Sell
2023
Q1
$279K Buy
2022
Q4
$271K Hold
2022
Q3
$254K Buy
2022
Q2
$251K Hold
2022
Q1
$257K Buy
2021
Q4
$243K Buy