MB, Levis & Associates’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
$140K Sell
2025
Q2
$171K Hold
2025
Q1
$173K Hold
2024
Q4
$150K Hold
2024
Q3
$173K Hold
2024
Q2
$153K Hold
2024
Q1
$148K Hold
2023
Q4
$142K Buy
2023
Q3
$129K Hold
2023
Q2
$139K Hold
2023
Q1
$143K Hold
2022
Q4
$146K Buy