Kellett Wealth Advisors’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 | $268K | Buy |
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|
2025
Q2 | $284K | Sell |
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|
2025
Q1 | $312K | Hold |
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|
2024
Q4 | $271K | Sell |
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|
2024
Q3 | $396K | Buy |
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|
2024
Q2 | $350K | Buy |
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|
2024
Q1 | $336K | Hold |
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|
2023
Q4 | $324K | Buy |
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|
2023
Q3 | $290K | Buy |
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|
2023
Q2 | $311K | Buy |
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|
2023
Q1 | $301K | Sell |
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|
2022
Q4 | $316K | Buy |
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|
2022
Q3 | $278K | Buy |
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|
2022
Q2 | $292K | Buy |
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|
2022
Q1 | $256K | Hold |
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|
2021
Q4 | $245K | Buy |
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