HCR Wealth 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 | $628K | Hold |
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|
2025
Q2 | $672K | Sell |
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|
2025
Q1 | $681K | Sell |
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|
2024
Q4 | $609K | Sell |
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|
2024
Q3 | $710K | Sell |
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|
2024
Q2 | $646K | Sell |
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|
2024
Q1 | $644K | Sell |
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|
2023
Q4 | $755K | Buy |
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|
2023
Q3 | $516K | Sell |
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|
2023
Q2 | $596K | Sell |
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|
2023
Q1 | $633K | Hold |
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|
2022
Q4 | $645K | Sell |
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|
2022
Q3 | $586K | Hold |
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|
2022
Q2 | $657K | Buy |
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|
2022
Q1 | $602K | Sell |
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|
2021
Q4 | $580K | Buy |
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|
2021
Q3 | $493K | Buy |
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|
2021
Q2 | $500K | Sell |
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|
2021
Q1 | $489K | Buy |
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|
2020
Q4 | $455K | Sell |
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|
2020
Q3 | $441K | Buy |
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|
2020
Q2 | $369K | Sell |
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|
2020
Q1 | $365K | Buy |
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|
2019
Q4 | $425K | Buy |
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|
2019
Q3 | $380K | Sell |
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|
2019
Q2 | $369K | Buy |
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|
2019
Q1 | $327K | Buy |
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|
2018
Q4 | $310K | Hold |
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|
2018
Q3 | $304K | Sell |
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|
2018
Q2 | $293K | Buy |
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|
2018
Q1 | $288K | Buy |
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|
2017
Q4 | $303K | Hold |
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|
2017
Q3 | $298K | Buy |
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|
2017
Q2 | $292K | Hold |
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|
2017
Q1 | $276K | Sell |
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|
2016
Q4 | $332K | Buy |
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