Morris Financial Concepts’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 | $317K | Sell |
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|
2025
Q2 | $362K | Sell |
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|
2025
Q1 | $601K | Sell |
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|
2024
Q4 | $534K | Buy |
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|
2024
Q3 | $485K | Buy |
|
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|
2024
Q2 | $428K | Sell |
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|
2024
Q1 | $424K | Sell |
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|
2023
Q4 | $415K | Buy |
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|
2023
Q3 | $392K | Sell |
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|
2023
Q2 | $436K | Sell |
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|
2023
Q1 | $450K | Sell |
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|
2022
Q4 | $499K | Sell |
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|
2022
Q3 | $528K | Buy |
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|
2022
Q2 | $592K | Buy |
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|
2022
Q1 | $575K | Hold |
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|
2021
Q4 | $549K | Buy |
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