EP Wealth 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
Q2 | $8.36M | Buy |
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|
2025
Q1 | $7.9M | Sell |
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|
2024
Q4 | $6.95M | Sell |
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|
2024
Q3 | $8.67M | Buy |
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|
2024
Q2 | $6.25M | Buy |
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|
2024
Q1 | $5.88M | Buy |
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|
2023
Q4 | $5.45M | Buy |
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|
2023
Q3 | $5M | Buy |
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|
2023
Q2 | $5.29M | Sell |
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|
2023
Q1 | $48.9K | Sell |
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|
2022
Q4 | $4.44M | Buy |
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|
2022
Q3 | $3.66M | Buy |
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|
2022
Q2 | $3.66M | Buy |
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|
2022
Q1 | $3.34M | Sell |
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|
2021
Q4 | $3.27M | Sell |
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|
2021
Q3 | $3M | Sell |
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|
2021
Q2 | $3.29M | Sell |
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|
2021
Q1 | $3.24M | Sell |
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|
2020
Q4 | $3.57M | Buy |
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|
2020
Q3 | $3.14M | Sell |
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|
2020
Q2 | $3.02M | Sell |
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|
2020
Q1 | $3.91M | Sell |
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|
2019
Q4 | $5.36M | Sell |
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|
2019
Q3 | $5.34M | Sell |
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|
2019
Q2 | $4.99M | Buy |
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|
2019
Q1 | $1.87M | Buy |
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|
2018
Q4 | $1.83M | Sell |
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|
2018
Q3 | $1.79M | Buy |
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|
2018
Q2 | $957K | Buy |
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|
2018
Q1 | $892K | Buy |
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|
2017
Q4 | $909K | Sell |
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|
2017
Q3 | $914K | Sell |
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|
2017
Q2 | $965K | Sell |
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|
2017
Q1 | $945K | Sell |
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|
2016
Q4 | $629K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $782K | Sell |
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|
2016
Q1 | $842K | Sell |
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|
2015
Q4 | $830K | Buy |
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|
2015
Q3 | $674K | Buy |
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|
2015
Q2 | $652K | Sell |
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|
2015
Q1 | $675K | Sell |
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|
2014
Q4 | $749K | Buy |
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|
2014
Q3 | $746K | Buy |
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|
2014
Q2 | $705K | Buy |
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|
2014
Q1 | $628K | Sell |
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|
2013
Q4 | $695K | Buy |
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|
2013
Q3 | $632K | Sell |
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|
2013
Q2 | $751K | Buy |
|