McLean 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 | $339K | Buy |
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|
2025
Q2 | $289K | Buy |
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|
2025
Q1 | $260K | Sell |
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|
2024
Q4 | $285K | Buy |
|
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|
2024
Q3 | $250K | Buy |
|
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|
2024
Q2 | $222K | Sell |
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|
2024
Q1 | $216K | Sell |
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|
2023
Q4 | $217K | Sell |
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|
2023
Q3 | $211K | Buy |
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|
2023
Q2 | $212K | Hold |
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|
2023
Q1 | $218K | Sell |
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|
2022
Q4 | $257K | Buy |
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|
2022
Q3 | $203K | Buy |
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|
2022
Q2 | $232K | Buy |
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|
2022
Q1 | $221K | Buy |
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|
2021
Q4 | $201K | Buy |
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