Costello Asset 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 | $495K | Buy |
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|
2025
Q1 | $493K | Buy |
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|
2024
Q4 | $52.4K | Hold |
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|
2024
Q3 | $60.4K | Buy |
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|
2024
Q2 | $28.1K | Sell |
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|
2024
Q1 | $33.7K | Hold |
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|
2023
Q4 | $32.5K | Sell |
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|
2023
Q3 | $35.9K | Buy |
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|
2023
Q2 | $37.4K | Buy |
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|
2023
Q1 | $33.6K | Hold |
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|
2022
Q4 | $34.4K | Hold |
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|
2022
Q3 | $30K | Hold |
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|
2022
Q2 | $34K | Hold |
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|
2022
Q1 | $34K | Hold |
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|
2021
Q4 | $32K | Buy |
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|
2021
Q3 | $23K | Sell |
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|
2021
Q2 | $30K | Sell |
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|
2021
Q1 | $30K | Hold |
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|
2020
Q4 | $31K | Hold |
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|
2020
Q3 | $28K | Hold |
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|
2020
Q2 | $25K | Buy |
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