Family 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 | $222K | Sell |
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|
2025
Q1 | $226K | Sell |
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|
2024
Q4 | $228K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $257K | Sell |
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|
2023
Q4 | $304K | Sell |
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|
2023
Q3 | $337K | Sell |
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|
2023
Q2 | $408K | Sell |
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|
2023
Q1 | $448K | Sell |
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|
2022
Q4 | $532K | Sell |
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|
2022
Q3 | $513K | Sell |
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|
2022
Q2 | $595K | Sell |
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|
2022
Q1 | $972K | Hold |
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|
2021
Q4 | $928K | Sell |
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|
2021
Q3 | $860K | Buy |
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|
2021
Q2 | $880K | Buy |
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|
2021
Q1 | $543K | Buy |
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|
2020
Q4 | $396K | Buy |
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|
2020
Q3 | $340K | Sell |
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|
2020
Q2 | $334K | Buy |
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|
2020
Q1 | $205K | Sell |
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|
2019
Q4 | $281K | Buy |
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|
2019
Q3 | $217K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $741K | Buy |
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