M Holdings Securities’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 | – | Sell |
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|
2025
Q1 | $1.35M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $282K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $2.55M | Sell |
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|
2023
Q3 | $2.43M | Buy |
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|
2023
Q2 | – | Hold |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $3.42M | Sell |
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|
2022
Q3 | $3.01M | Sell |
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|
2022
Q2 | $3.45M | Buy |
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|
2022
Q1 | $2.9M | Buy |
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|
2021
Q2 | $2.6M | Sell |
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|
2021
Q1 | $2.6M | Buy |
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|
2020
Q4 | $2.4M | Buy |
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|
2020
Q3 | $2.14M | Buy |
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|
2020
Q2 | $1.89M | Sell |
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|
2020
Q1 | $2.74M | Buy |
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|
2019
Q4 | $2.31M | Sell |
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|
2019
Q3 | $2.55M | Sell |
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|
2019
Q2 | $2.5M | Sell |
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|
2019
Q1 | $2.32M | Sell |
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|
2018
Q4 | $2.49M | Buy |
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|
2018
Q3 | $2.41M | Buy |
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|
2018
Q2 | $2.28M | Buy |
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|
2018
Q1 | $1.75M | Buy |
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|
2017
Q4 | $1.69M | Sell |
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|
2017
Q3 | $1.74M | Sell |
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|
2017
Q2 | $1.77M | Buy |
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|
2017
Q1 | $1.49M | Sell |
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|
2016
Q4 | $1.49M | Sell |
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|
2016
Q3 | $1.64M | Buy |
|
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|
2016
Q2 | $1.72M | Buy |
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|
2016
Q1 | $1.62M | Sell |
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|
2015
Q4 | $1.57M | Sell |
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|
2015
Q3 | $1.77M | Buy |
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|
2015
Q2 | $1.55M | Hold |
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|
2015
Q1 | $1.6M | Buy |
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|
2014
Q4 | $1.51M | Buy |
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|
2014
Q3 | $1.49M | Sell |
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|
2014
Q2 | $1.76M | Buy |
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|
2014
Q1 | $680K | Sell |
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|
2013
Q4 | $1.66M | Buy |
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