James J. Burns & Company’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
$522K Sell
2025
Q2
$571K Buy
2025
Q1
$573K Sell
2024
Q4
$511K Buy
2024
Q3
$464K Sell
2024
Q2
$417K Buy
2024
Q1
$273K Sell
2023
Q4
$343K Buy