N.E.W. Advisory Services’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $776K | Sell |
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|
2025
Q4 | $720K | Buy |
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|
2025
Q3 | $678K | Sell |
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|
2025
Q2 | $728K | Sell |
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|
2025
Q1 | $747K | Buy |
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|
2024
Q4 | $640K | Buy |
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|
2024
Q3 | $726K | Buy |
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|
2024
Q2 | $635K | Sell |
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|
2024
Q1 | $653K | Sell |
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|
2023
Q4 | $646K | Sell |
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|
2023
Q3 | $624K | Buy |
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|
2023
Q2 | $664K | Sell |
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|
2023
Q1 | $864K | Buy |
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|
2022
Q4 | $880K | Sell |
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|
2022
Q3 | $797K | Sell |
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|
2022
Q2 | $973K | Sell |
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|
2022
Q1 | $906K | Buy |
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|
2021
Q4 | $935K | Sell |
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|
2021
Q3 | $836K | Sell |
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|
2021
Q2 | $869K | Sell |
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|
2021
Q1 | $904K | Sell |
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|
2020
Q4 | $1.09M | Buy |
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