Montz Harcus 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 | $533K | Buy |
|
|||||
|
2025
Q2 | $537K | Sell |
|
|||||
|
2025
Q1 | $573K | Buy |
|
|||||
|
2024
Q4 | $497K | Sell |
|
|||||
|
2024
Q3 | $591K | Buy |
|
|||||
|
2024
Q2 | $518K | Buy |
|
|||||
|
2024
Q1 | $477K | Buy |
|
|||||
|
2023
Q4 | $459K | Buy |
|
|||||
|
2023
Q3 | $430K | Sell |
|
|||||
|
2023
Q2 | $464K | Buy |
|
|||||
|
2023
Q1 | $469K | Buy |
|
|||||
|
2022
Q4 | $473K | Buy |
|
|||||
|
2022
Q3 | $411K | Buy |
|
|||||
|
2022
Q2 | $459K | Buy |
|
|||||
|
2022
Q1 | $450K | Buy |
|
|||||
|
2021
Q4 | $416K | Buy |
|