Empirical Wealth 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 | $3.8M | Buy |
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|
2025
Q1 | $3.58M | Buy |
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|
2024
Q4 | $2.43M | Buy |
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|
2024
Q3 | $2.64M | Buy |
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|
2024
Q2 | $2.19M | Buy |
|
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|
2024
Q1 | $1.75M | Buy |
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|
2023
Q4 | $1.48M | Buy |
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|
2023
Q3 | $1.39M | Buy |
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|
2023
Q2 | $1.4M | Buy |
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|
2023
Q1 | $1.28M | Sell |
|
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|
2022
Q4 | $1.45M | Buy |
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|
2022
Q3 | $1.22M | Buy |
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|
2022
Q2 | $1.32M | Buy |
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|
2022
Q1 | $982K | Sell |
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|
2021
Q4 | $1M | Buy |
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|
2021
Q3 | $717K | Sell |
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|
2021
Q2 | $883K | Buy |
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|
2021
Q1 | $474K | Sell |
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|
2020
Q4 | $605K | Buy |
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|
2020
Q3 | $499K | Sell |
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|
2020
Q2 | $556K | Sell |
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|
2020
Q1 | $583K | Buy |
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|
2019
Q4 | $708K | Buy |
|
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|
2019
Q3 | $603K | Buy |
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|
2019
Q2 | $556K | Buy |
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|
2019
Q1 | $433K | Buy |
|
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|
2018
Q4 | $416K | Sell |
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|
2018
Q3 | $439K | Buy |
|
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|
2018
Q2 | $335K | Buy |
|
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|
2018
Q1 | $321K | Buy |
|
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|
2017
Q4 | $284K | Buy |
|
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|
2017
Q3 | $257K | Sell |
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|
2017
Q2 | $345K | Buy |
|
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|
2017
Q1 | $288K | Sell |
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|
2016
Q4 | $283K | Sell |
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|
2016
Q3 | $300K | Buy |
|
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|
2016
Q2 | $312K | Sell |
|
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|
2016
Q1 | $334K | Buy |
|
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|
2015
Q4 | $285K | Sell |
|
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|
2015
Q3 | $378K | Buy |
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|
2015
Q2 | $369K | Buy |
|
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|
2015
Q1 | $267K | Hold |
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|
2014
Q4 | $278K | Buy |
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|
2014
Q3 | $281K | Buy |
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|
2014
Q2 | $279K | Buy |
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|
2014
Q1 | $254K | Hold |
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|
2013
Q4 | $272K | Buy |
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|
2013
Q3 | $249K | Sell |
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|
2013
Q2 | $283K | Buy |
|