IMA Advisory Services’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 | $578K | Buy |
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|
2025
Q1 | $581K | Hold |
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|
2024
Q4 | $502K | Sell |
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|
2024
Q3 | $626K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $442K | Hold |
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|
2023
Q2 | $476K | Hold |
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|
2023
Q1 | $490K | Hold |
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|
2022
Q4 | $503K | Hold |
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|
2022
Q3 | $443K | Sell |
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|
2022
Q2 | $504K | Buy |
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|
2022
Q1 | $114K | Hold |
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|
2021
Q4 | $109K | Buy |
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|
2021
Q3 | $96K | Buy |
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|
2021
Q2 | $98K | Buy |
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|
2021
Q1 | $95K | Hold |
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|
2020
Q4 | $99K | Sell |
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|
2020
Q3 | $117K | Buy |
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|
2020
Q2 | $88K | Buy |
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|
2020
Q1 | $87K | Hold |
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|
2019
Q4 | $109K | Buy |
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|
2019
Q3 | $106K | Buy |
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|
2019
Q2 | $98K | Buy |
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|
2019
Q1 | $90K | Hold |
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|
2018
Q4 | $91K | Buy |
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|
2018
Q3 | $88K | Buy |
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|
2018
Q2 | $83K | Buy |
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