Evermay 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
Q3 | $460K | Sell |
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|
2025
Q2 | $501K | Sell |
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|
2025
Q1 | $543K | Sell |
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|
2024
Q4 | $505K | Sell |
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|
2024
Q3 | $602K | Sell |
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|
2024
Q2 | $565K | Buy |
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|
2024
Q1 | $525K | Buy |
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|
2023
Q4 | $483K | Sell |
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|
2023
Q3 | $483K | Sell |
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|
2023
Q2 | $521K | Sell |
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|
2023
Q1 | $538K | Buy |
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|
2022
Q4 | $532K | Sell |
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|
2022
Q3 | $500K | Buy |
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|
2022
Q2 | $557K | Sell |
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|
2022
Q1 | $554K | Sell |
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|
2021
Q4 | $589K | Sell |
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|
2021
Q3 | $546K | Sell |
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|
2021
Q2 | $597K | Sell |
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|
2021
Q1 | $649K | Sell |
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|
2020
Q4 | $706K | Sell |
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|
2020
Q3 | $650K | Buy |
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|
2020
Q2 | $551K | Buy |
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|
2020
Q1 | $474K | Sell |
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|
2019
Q4 | $621K | Sell |
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|
2019
Q3 | $628K | Buy |
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|
2019
Q2 | $436K | Buy |
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|
2019
Q1 | $348K | Sell |
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|
2018
Q4 | $380K | Sell |
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|
2018
Q3 | $450K | Hold |
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|
2018
Q2 | $427K | Sell |
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|
2018
Q1 | $425K | Buy |
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|
2017
Q4 | $402K | Buy |
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|
2017
Q3 | $256K | Buy |
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|
2017
Q2 | $224K | Hold |
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|
2017
Q1 | $212K | Hold |
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|
2016
Q4 | $207K | Hold |
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|
2016
Q3 | $211K | Hold |
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|
2016
Q2 | $227K | Hold |
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|
2016
Q1 | $232K | Sell |
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|
2015
Q4 | $232K | Sell |
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|
2015
Q3 | $220K | Buy |
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|
2015
Q2 | $204K | Hold |
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|
2015
Q1 | $211K | Sell |
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|
2014
Q4 | $377K | Sell |
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|
2014
Q3 | $381K | Buy |
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|
2014
Q2 | $369K | Buy |
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|
2014
Q1 | $250K | Buy |
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