Johnson & White 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 | $939K | Sell |
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|
2025
Q2 | $1.01M | Sell |
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|
2025
Q1 | $1.02M | Buy |
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|
2024
Q4 | $866K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $745K | Buy |
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|
2023
Q4 | $638K | Buy |
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|
2023
Q3 | $569K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $621K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $558K | Buy |
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