Herold 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 | $550K | Buy |
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|
2025
Q1 | $511K | Sell |
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|
2024
Q4 | $467K | Buy |
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|
2024
Q3 | $523K | Sell |
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|
2024
Q2 | $465K | Buy |
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|
2024
Q1 | $446K | Buy |
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|
2023
Q4 | $378K | Sell |
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|
2023
Q3 | $392K | Sell |
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|
2023
Q2 | $430K | Sell |
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|
2023
Q1 | $506K | Buy |
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|
2022
Q4 | $479K | Buy |
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|
2022
Q3 | $403K | Buy |
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|
2022
Q2 | $451K | Buy |
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|
2022
Q1 | $445K | Buy |
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|
2021
Q4 | $395K | Sell |
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|
2021
Q3 | $381K | Buy |
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