MBL 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
Q3 | $591K | Sell |
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|
2025
Q2 | $634K | Buy |
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|
2025
Q1 | $367K | Buy |
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|
2024
Q4 | $285K | Sell |
|
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|
2024
Q3 | $330K | Buy |
|
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|
2024
Q2 | $287K | Sell |
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|
2024
Q1 | $604K | Sell |
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|
2023
Q4 | $653K | Buy |
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|
2023
Q3 | $595K | Buy |
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|
2023
Q2 | $593K | Buy |
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|
2023
Q1 | $436K | Buy |
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|
2022
Q4 | $201K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $346K | Buy |
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|
2021
Q1 | $333K | Buy |
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|
2020
Q4 | $314K | Buy |
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