Greystone Financial Group’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
$6.9M Buy
2025
Q2
$7.29M Buy
2025
Q1
$7.35M Sell
2024
Q4
$6.75M Buy
2024
Q1
Sell
2023
Q4
$6.45M Sell
2023
Q3
$8.18M Buy
2023
Q2
$8.67M Sell
2023
Q1
$9.01M Buy
2022
Q4
$8.96M Buy
2022
Q3
$6.61M Buy
2022
Q2
$3.87M Sell
2022
Q1
$8.36M Buy
2021
Q4
$7.92M Buy
2021
Q3
$5.42M Sell
2021
Q2
$7.02M Buy
2021
Q1
$7.01M Buy
2020
Q4
$206K Buy