Live Oak Private Wealth’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 | $516K | Buy |
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|
2025
Q2 | $480K | Sell |
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|
2025
Q1 | $545K | Buy |
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|
2024
Q4 | $424K | Sell |
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|
2024
Q3 | $546K | Sell |
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|
2024
Q2 | $4.89M | Sell |
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|
2024
Q1 | $4.73M | Buy |
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|
2023
Q4 | $4.55M | Sell |
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|
2023
Q3 | $4.39M | Sell |
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|
2023
Q2 | $4.75M | Sell |
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|
2023
Q1 | $6.75M | Sell |
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|
2022
Q4 | $6.98M | Buy |
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|
2022
Q3 | $6.09M | Sell |
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|
2022
Q2 | $6.89M | Buy |
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|
2022
Q1 | $6.61M | Buy |
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|
2021
Q4 | $6.13M | Buy |
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|
2021
Q3 | $5.31M | Buy |
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|
2021
Q2 | $5.21M | Buy |
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|
2021
Q1 | $4.87M | Sell |
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|
2020
Q4 | $5.59M | Buy |
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|
2020
Q3 | $4.83M | Sell |
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|
2020
Q2 | $4.42M | Buy |
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|
2020
Q1 | $1.11M | Buy |
|