Kerntke Otto McGlone Wealth Management Group’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 | $302K | Sell |
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|
2025
Q2 | $350K | Sell |
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|
2025
Q1 | $360K | Sell |
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|
2024
Q4 | $344K | Buy |
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|
2024
Q3 | $396K | Sell |
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|
2024
Q2 | $353K | Sell |
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|
2024
Q1 | $352K | Sell |
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|
2023
Q4 | $351K | Buy |
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|
2023
Q3 | $321K | Buy |
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|
2023
Q2 | $325K | Buy |
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|
2023
Q1 | $335K | Sell |
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|
2022
Q4 | $343K | Buy |
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|
2022
Q3 | $300K | Buy |
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|
2022
Q2 | $335K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $317K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $843K | Sell |
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|
2021
Q1 | $1M | Sell |
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|
2020
Q4 | $1.18M | Sell |
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|
2020
Q3 | $1.11M | Sell |
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|
2020
Q2 | $1.01M | Buy |
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|
2020
Q1 | $933K | Buy |
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|
2019
Q4 | $924K | Buy |
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