Financial Perspectives’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 | $132K | Buy |
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|
2025
Q2 | $128K | Buy |
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|
2025
Q1 | $130K | Hold |
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|
2024
Q4 | $113K | Buy |
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|
2024
Q3 | $104K | Buy |
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|
2024
Q2 | $91.6K | Buy |
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|
2024
Q1 | $87.9K | Sell |
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|
2023
Q4 | $108K | Buy |
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|
2023
Q3 | $98.9K | Sell |
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|
2023
Q2 | $163K | Buy |
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|
2023
Q1 | $167K | Hold |
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|
2022
Q4 | $172K | Buy |
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|
2022
Q3 | $150K | Buy |
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|
2022
Q2 | $167K | Buy |
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|
2022
Q1 | $165K | Sell |
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|
2021
Q4 | $165K | Buy |
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|
2021
Q3 | $146K | Buy |
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|
2021
Q2 | $149K | Sell |
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|
2021
Q1 | $2.75M | Buy |
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|
2020
Q4 | $140K | Buy |
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|
2020
Q3 | $126K | Buy |
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|
2020
Q2 | $114K | Buy |
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|
2020
Q1 | $113K | Buy |
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|
2019
Q4 | $134K | Buy |
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