Foundations Investment 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
Q2 | $14.8M | Buy |
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|
2025
Q1 | $10.7M | Buy |
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|
2024
Q4 | $3.97M | Buy |
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|
2024
Q3 | $3.9M | Buy |
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|
2024
Q2 | $3.07M | Buy |
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|
2024
Q1 | $2.89M | Sell |
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|
2023
Q4 | $2.89M | Buy |
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|
2023
Q3 | $2.57M | Buy |
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|
2023
Q2 | $2.42M | Buy |
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|
2023
Q1 | $2.44M | Buy |
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|
2022
Q4 | $2.02M | Buy |
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|
2022
Q3 | $1.01M | Buy |
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|
2022
Q2 | $1.13M | Buy |
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|
2022
Q1 | $1M | Buy |
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|
2021
Q4 | $848K | Buy |
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|
2021
Q3 | $391K | Buy |
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|
2021
Q2 | $289K | Sell |
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|
2021
Q1 | $300K | Buy |
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|
2020
Q4 | $266K | Sell |
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|
2020
Q3 | $261K | Buy |
|