Financial 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 | $259K | Buy |
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|
2025
Q2 | $276K | Hold |
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|
2025
Q1 | $279K | Hold |
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|
2024
Q4 | $243K | Buy |
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|
2024
Q3 | $280K | Hold |
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|
2024
Q2 | $248K | Buy |
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|
2024
Q1 | $238K | Hold |
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|
2023
Q4 | $230K | Sell |
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|
2023
Q3 | $218K | Buy |
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|
2023
Q2 | $235K | Sell |
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|
2023
Q1 | $247K | Hold |
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|
2022
Q4 | $253K | Hold |
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|
2022
Q3 | $219K | Hold |
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|
2022
Q2 | $250K | Buy |
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|
2022
Q1 | $245K | Hold |
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|
2021
Q4 | $234K | Buy |
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|
2021
Q3 | $207K | Buy |
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|
2021
Q2 | $212K | Buy |
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|
2021
Q1 | $205K | Buy |
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|
2020
Q4 | $206K | Buy |
|