Jacobsen Capital Management’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
$528K Sell
2025
Q2
$581K Buy
2025
Q1
$515K Buy
2024
Q4
$378K Buy
2024
Q3
$409K Buy
2024
Q2
$343K Buy
2024
Q1
$292K Buy
2023
Q4
$257K Buy
2023
Q3
Sell
2023
Q2
$380K Buy
2023
Q1
$359K Buy