Mosaic Family Wealth Partners’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
Q2 | $677K | Sell |
|
|||||
|
2025
Q1 | $714K | Sell |
|
|||||
|
2024
Q4 | $698K | Buy |
|
|||||
|
2024
Q3 | $721K | Buy |
|
|||||
|
2024
Q2 | $635K | Sell |
|
|||||
|
2024
Q1 | $618K | Sell |
|
|||||
|
2023
Q4 | $606K | Buy |
|
|||||
|
2023
Q3 | $559K | Buy |
|
|||||
|
2023
Q2 | $600K | Sell |
|
|||||
|
2023
Q1 | $619K | Buy |
|
|||||
|
2022
Q4 | $634K | Buy |
|