Ellenbecker Investment Group’s Coca-Cola KO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$513K	Hold	6,741	–	–	0.07%	73
2025 Q4	$471K	Sell	6,741 -33	-0.5%	-$2.3K	0.07%	77
2025 Q3	$449K	Sell	6,774 -88	-1%	-$6.06K	0.07%	78
2025 Q2	$486K	Buy	6,862 +380	+6%	+$27.1K	0.08%	74
2025 Q1	$464K	Hold	6,482	–	–	0.08%	71
2024 Q4	$404K	Sell	6,482 -239	-4%	-$15.6K	0.07%	77
2024 Q3	$483K	Sell	6,721 -47	-0.7%	-$3.22K	0.09%	63
2024 Q2	$431K	Sell	6,768 -171	-2%	-$10.6K	0.09%	71
2024 Q1	$425K	Sell	6,939 -354	-5%	-$21.3K	0.09%	68
2023 Q4	$429K	Buy	7,293 +3,032	+71%	+$172K	0.1%	64
2023 Q3	$406K	Sell	4,261 -3,150	-43%	-$189K	0.11%	61
2023 Q2	$445K	Buy	7,411 +180	+2%	+$11.2K	0.11%	55
2023 Q1	$448K	Sell	7,231 -174	-2%	-$10.5K	0.12%	56
2022 Q4	$471K	Buy	7,405 +203	+3%	+$12.3K	0.14%	51
2022 Q3	$403K	Buy	7,202 +412	+6%	+$25.6K	0.13%	49
2022 Q2	$427K	Buy	6,790 +736	+12%	+$46.7K	0.13%	49
2022 Q1	$375K	Buy	+6,054	New	+$368K	0.11%	57