Gladstone Institutional Advisory’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 | $4.94M | Buy |
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|
2025
Q2 | $5.16M | Sell |
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|
2025
Q1 | $5.56M | Buy |
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|
2024
Q4 | $4.6M | Sell |
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|
2024
Q3 | $5.65M | Buy |
|
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|
2024
Q2 | $4.79M | Buy |
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|
2024
Q1 | $4.3M | Buy |
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|
2023
Q4 | $4.12M | Buy |
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|
2023
Q3 | $3.6M | Sell |
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|
2023
Q2 | $3.93M | Sell |
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|
2023
Q1 | $4.64M | Sell |
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|
2022
Q4 | $5.83M | Sell |
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|
2022
Q3 | $5.35M | Buy |
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|
2022
Q2 | $5.61M | Buy |
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|
2022
Q1 | $5.28M | Buy |
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|
2021
Q4 | $3.15M | Buy |
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|
2021
Q3 | $2.32M | Buy |
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|
2021
Q2 | $1.3M | Buy |
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|
2021
Q1 | $678K | Buy |
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|
2020
Q4 | $242K | Sell |
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|
2020
Q3 | $235K | Sell |
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|
2020
Q2 | $230K | Sell |
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|
2020
Q1 | $726K | Buy |
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|
2019
Q4 | $401K | Sell |
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|
2019
Q3 | $419K | Sell |
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|
2019
Q2 | $417K | Buy |
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|
2019
Q1 | $253K | Sell |
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|
2018
Q4 | $266K | Buy |
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