McElhenny Sheffield Capital 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 | $520K | Buy |
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|
2025
Q2 | $543K | Sell |
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|
2025
Q1 | $550K | Hold |
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|
2024
Q4 | $478K | Buy |
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|
2024
Q3 | $549K | Sell |
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|
2024
Q2 | $493K | Sell |
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|
2024
Q1 | $474K | Sell |
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|
2023
Q4 | $458K | Hold |
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|
2023
Q3 | $435K | Sell |
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|
2023
Q2 | $468K | Buy |
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|
2023
Q1 | $478K | Sell |
|
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|
2022
Q4 | $1.3M | Sell |
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|
2022
Q3 | $1.37M | Buy |
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|
2022
Q2 | $1.46M | Buy |
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|
2022
Q1 | $1.34M | Sell |
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|
2021
Q4 | $1.29M | Buy |
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|
2021
Q3 | $1.05M | Buy |
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