Jeppson Wealth 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 | $574K | Sell |
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|
2025
Q2 | $625K | Sell |
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|
2025
Q1 | $635K | Sell |
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|
2024
Q4 | $556K | Sell |
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|
2024
Q3 | $645K | Sell |
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|
2024
Q2 | $579K | Sell |
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|
2024
Q1 | $573K | Sell |
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|
2023
Q4 | $578K | Buy |
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|
2023
Q3 | $519K | Hold |
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|
2023
Q2 | $559K | Sell |
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|
2023
Q1 | $601K | Buy |
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|
2022
Q4 | $611K | Hold |
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|
2022
Q3 | $538K | Sell |
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|
2022
Q2 | $606K | Buy |
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|
2022
Q1 | $314K | Buy |
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|
2021
Q4 | $298K | Hold |
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|
2021
Q3 | $264K | Hold |
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|
2021
Q2 | $272K | Buy |
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|
2021
Q1 | $255K | Hold |
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|
2020
Q4 | $265K | Hold |
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|
2020
Q3 | $239K | Buy |
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