Fiducient 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 | $342K | Sell |
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|
2025
Q2 | $382K | Hold |
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|
2025
Q1 | $387K | Sell |
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|
2024
Q4 | $359K | Buy |
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|
2024
Q3 | $415K | Sell |
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|
2024
Q2 | $390K | Sell |
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|
2024
Q1 | $440K | Buy |
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|
2023
Q4 | $386K | Buy |
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|
2023
Q3 | $369K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $389K | Buy |
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|
2022
Q3 | $330K | Sell |
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|
2022
Q2 | $414K | Buy |
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|
2022
Q1 | $365K | Buy |
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|
2021
Q4 | $337K | Sell |
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|
2021
Q3 | $364K | Sell |
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|
2021
Q2 | $443K | Sell |
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|
2021
Q1 | $443K | Sell |
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|
2020
Q4 | $844K | Buy |
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