Mattern Wealth 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 | $584K | Hold |
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|
2025
Q2 | $623K | Hold |
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|
2025
Q1 | $631K | Buy |
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|
2024
Q4 | $542K | Sell |
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|
2024
Q3 | $638K | Hold |
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|
2024
Q2 | $565K | Buy |
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|
2024
Q1 | $445K | Hold |
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|
2023
Q4 | $429K | Sell |
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|
2023
Q3 | $478K | Hold |
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|
2023
Q2 | $514K | Hold |
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|
2023
Q1 | $530K | Hold |
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|
2022
Q4 | $543K | Hold |
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|
2022
Q3 | $478K | Hold |
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|
2022
Q2 | $537K | Buy |
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|
2022
Q1 | $517K | Hold |
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|
2021
Q4 | $494K | Hold |
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|
2021
Q3 | $438K | Hold |
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|
2021
Q2 | $470K | Hold |
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|
2021
Q1 | $440K | Sell |
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|
2020
Q4 | $476K | Sell |
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|
2020
Q3 | $477K | Buy |
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|
2020
Q2 | $365K | Sell |
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|
2020
Q1 | $363K | Sell |
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|
2019
Q4 | $473K | Buy |
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