Klingman & Associates’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 | $1.29M | Buy |
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|
2025
Q2 | $1.04M | Buy |
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|
2025
Q1 | $896K | Buy |
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|
2024
Q4 | $592K | Buy |
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|
2024
Q3 | $652K | Buy |
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|
2024
Q2 | $437K | Buy |
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|
2024
Q1 | $420K | Buy |
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|
2023
Q4 | $362K | Sell |
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|
2023
Q3 | $356K | Sell |
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|
2023
Q2 | $436K | Buy |
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|
2023
Q1 | $414K | Buy |
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|
2022
Q4 | $408K | Sell |
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|
2022
Q3 | $364K | Sell |
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|
2022
Q2 | $410K | Sell |
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|
2022
Q1 | $408K | Buy |
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|
2021
Q4 | $255K | Buy |
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|
2021
Q3 | $225K | Sell |
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|
2021
Q2 | $235K | Sell |
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|
2021
Q1 | $345K | Buy |
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|
2020
Q4 | $241K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $37K | Hold |
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|
2016
Q2 | $39K | Hold |
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|
2016
Q1 | $40K | Hold |
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|
2015
Q4 | $37K | Hold |
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|
2015
Q3 | $34K | Hold |
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|
2015
Q2 | $34K | Sell |
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|
2015
Q1 | $40K | Buy |
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|
2014
Q4 | $13K | Buy |
|