Ellsworth Advisors’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
Q1
Sell
2024
Q4
$5.36M Buy
2024
Q3
$5.89M Buy
2024
Q2
$5.18M Buy
2024
Q1
$4.61M Buy
2023
Q4
$4.42M Buy
2023
Q3
$4M Buy
2023
Q2
$4.34M Buy
2023
Q1
$4.37M Buy
2022
Q4
$4.05M Buy
2022
Q3
$3.65M Buy
2022
Q2
$4.03M Buy
2022
Q1
$4.11M Buy
2021
Q4
$3.24M Buy
2021
Q3
$2.3M Buy
2021
Q2
$1.71M Buy
2021
Q1
$1.37M Buy
2020
Q4
$1.16M Buy
2020
Q3
$868K Sell
2020
Q2
$789K Buy