Corient Private 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
$172M Sell
2025
Q1
$178M Sell
2024
Q4
$196M Buy
2024
Q3
$195M Buy
2024
Q2
$167M Sell
2024
Q1
$178M Sell
2023
Q4
$179M Buy
2023
Q3
$166M Sell
2023
Q2
$180M Buy
2023
Q1
$155M Buy
2022
Q4
$133M Buy