Mount Yale Investment Advisors’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 | $1.55M | Sell |
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|
2025
Q1 | $1.92M | Buy |
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|
2024
Q4 | $912K | Buy |
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|
2024
Q3 | $727K | Sell |
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|
2024
Q2 | $666K | Sell |
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|
2024
Q1 | $767K | Buy |
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|
2023
Q4 | $555K | Buy |
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|
2023
Q3 | $518K | Sell |
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|
2023
Q2 | $558K | Sell |
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|
2023
Q1 | $576K | Sell |
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|
2022
Q4 | $1.11M | Sell |
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|
2022
Q3 | $1.05M | Sell |
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|
2022
Q2 | $2.42M | Sell |
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|
2022
Q1 | $2.4M | Sell |
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|
2021
Q4 | $2.33M | Buy |
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|
2021
Q3 | $2M | Buy |
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|
2021
Q2 | $1.34M | Buy |
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|
2021
Q1 | $1.19M | Buy |
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|
2020
Q4 | $1.1M | Sell |
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|
2020
Q3 | $1.01M | Buy |
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|
2020
Q2 | $834K | Buy |
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|
2020
Q1 | $443K | Buy |
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|
2019
Q4 | $553K | Buy |
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|
2019
Q3 | $455K | Sell |
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|
2019
Q2 | $491K | Sell |
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|
2019
Q1 | $448K | Sell |
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|
2018
Q4 | $496K | Sell |
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|
2018
Q3 | $550K | Sell |
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|
2018
Q2 | $760K | Buy |
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|
2018
Q1 | $724K | Buy |
|