Marotta Asset Management’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 | $455K | Hold |
|
|||||
|
2025
Q2 | $482K | Sell |
|
|||||
|
2025
Q1 | $493K | Hold |
|
|||||
|
2024
Q4 | $425K | Hold |
|
|||||
|
2024
Q3 | $493K | Sell |
|
|||||
|
2024
Q2 | $445K | Buy |
|
|||||
|
2024
Q1 | $417K | Sell |
|
|||||
|
2023
Q4 | $438K | Sell |
|
|||||
|
2023
Q3 | $417K | Sell |
|
|||||
|
2023
Q2 | $459K | Buy |
|
|||||
|
2022
Q4 | $401K | Hold |
|
|||||
|
2022
Q3 | $353K | Hold |
|
|||||
|
2022
Q2 | $406K | Sell |
|
|||||
|
2022
Q1 | $392K | Buy |
|
|||||
|
2021
Q4 | $241K | Buy |
|
|||||
|
2021
Q3 | $212K | Buy |
|
|||||
|
2021
Q2 | $202K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $209K | Buy |
|