Kozak & 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
Q2 | $279K | Sell |
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|
2025
Q1 | $298K | Sell |
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|
2024
Q4 | $332K | Sell |
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|
2024
Q3 | $432K | Buy |
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|
2024
Q2 | $386K | Sell |
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|
2024
Q1 | $387K | Buy |
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|
2023
Q4 | $364K | Sell |
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|
2023
Q3 | $527K | Sell |
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|
2023
Q2 | $703K | Buy |
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|
2023
Q1 | $719K | Sell |
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|
2022
Q4 | $748K | Sell |
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|
2022
Q3 | $643K | Buy |
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|
2022
Q2 | $726K | Sell |
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|
2022
Q1 | $669K | Hold |
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|
2021
Q4 | $669K | Buy |
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|
2021
Q3 | $606K | Buy |
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|
2020
Q4 | $484K | Buy |
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