Exencial 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
Q3 | $4.93M | Buy |
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|
2025
Q2 | $5.26M | Sell |
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|
2025
Q1 | $5.61M | Buy |
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|
2024
Q4 | $4.84M | Sell |
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|
2024
Q3 | $5.76M | Sell |
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|
2024
Q2 | $5.35M | Sell |
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|
2024
Q1 | $5.55M | Sell |
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|
2023
Q4 | $5.54M | Sell |
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|
2023
Q3 | $5.72M | Sell |
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|
2023
Q2 | $6.69M | Sell |
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|
2023
Q1 | $6.91M | Sell |
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|
2022
Q4 | $7.68M | Sell |
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|
2022
Q3 | $7.24M | Sell |
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|
2022
Q2 | $9.24M | Buy |
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|
2022
Q1 | $9.1M | Buy |
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|
2021
Q4 | $8.54M | Sell |
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|
2021
Q3 | $8.48M | Sell |
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|
2021
Q2 | $11.6M | Sell |
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|
2021
Q1 | $13.3M | Sell |
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|
2020
Q4 | $14M | Sell |
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|
2020
Q3 | $17.6M | Buy |
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|
2020
Q2 | $11.5M | Buy |
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|
2020
Q1 | $6.87M | Buy |
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|
2019
Q4 | $3.35M | Sell |
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|
2019
Q3 | $3.5M | Buy |
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|
2019
Q2 | $3.1M | Buy |
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|
2019
Q1 | $2.85M | Hold |
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|
2018
Q4 | $2.88M | Buy |
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|
2018
Q3 | $2.8M | Sell |
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|
2018
Q2 | $2.67M | Buy |
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|
2018
Q1 | $2.61M | Buy |
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|
2017
Q4 | $360K | Sell |
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|
2017
Q3 | $377K | Buy |
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|
2017
Q2 | $339K | Sell |
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|
2017
Q1 | $391K | Sell |
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|
2016
Q4 | $411K | Buy |
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|
2016
Q3 | $420K | Buy |
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|
2016
Q2 | $448K | Buy |
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|
2016
Q1 | $417K | Buy |
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|
2015
Q4 | $373K | Buy |
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|
2015
Q3 | $358K | Sell |
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|
2015
Q2 | $376K | Sell |
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|
2015
Q1 | $418K | Buy |
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|
2014
Q4 | $437K | Sell |
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|
2014
Q3 | $497K | Sell |
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|
2014
Q2 | $514K | Buy |
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|
2014
Q1 | $496K | Buy |
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|
2013
Q4 | $487K | Buy |
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|
2013
Q3 | $481K | Sell |
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|
2013
Q2 | $483K | Buy |
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