Marcum 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
Q1 | $1.41M | Buy |
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|
2024
Q4 | $1.13M | Buy |
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|
2024
Q3 | $1.28M | Sell |
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|
2024
Q2 | $1.13M | Sell |
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|
2024
Q1 | $1.21M | Sell |
|
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|
2023
Q4 | $1.2M | Sell |
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|
2023
Q3 | $1.35M | Buy |
|
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|
2023
Q2 | $1.36M | Buy |
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|
2023
Q1 | $1.22M | Buy |
|
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|
2022
Q4 | $1.22M | Sell |
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|
2022
Q3 | $1.08M | Buy |
|
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|
2022
Q2 | $1.16M | Sell |
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|
2022
Q1 | $1.28M | Buy |
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|
2021
Q4 | $1.17M | Sell |
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|
2021
Q3 | $1.04M | Buy |
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|
2021
Q2 | $1.01M | Sell |
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|
2021
Q1 | $1.1M | Buy |
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|
2020
Q4 | $449K | Buy |
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|
2020
Q3 | $343K | Sell |
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|
2020
Q2 | $315K | Buy |
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|
2020
Q1 | $296K | Buy |
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|
2019
Q4 | $319K | Buy |
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