Investment Research & Advisory 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 | $276K | Buy |
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|
2025
Q2 | $288K | Buy |
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|
2025
Q1 | $235K | Buy |
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|
2024
Q4 | $177K | Hold |
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|
2024
Q3 | $205K | Sell |
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|
2024
Q2 | $210K | Hold |
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|
2024
Q1 | $202K | Buy |
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|
2023
Q4 | $185K | Hold |
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|
2023
Q3 | $175K | Hold |
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|
2023
Q2 | $189K | Sell |
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|
2023
Q1 | $209K | Hold |
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|
2022
Q4 | $215K | Hold |
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|
2022
Q3 | $189K | Buy |
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|
2022
Q2 | $132K | Hold |
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|
2022
Q1 | $130K | Hold |
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|
2021
Q4 | $124K | Hold |
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|
2021
Q3 | $111K | Sell |
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|
2021
Q2 | $115K | Hold |
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|
2021
Q1 | $112K | Sell |
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|
2020
Q4 | $303K | Buy |
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|
2020
Q3 | $272K | Hold |
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|
2020
Q2 | $243K | Sell |
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|
2020
Q1 | $247K | Buy |
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|
2019
Q4 | $267K | Buy |
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