NewEdge Wealth’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 | $25.4M | Buy |
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|
2025
Q2 | $25.5M | Buy |
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|
2025
Q1 | $20.7M | Buy |
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|
2024
Q4 | $16.9M | Buy |
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|
2024
Q3 | $17.7M | Buy |
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|
2024
Q2 | $14.7M | Sell |
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|
2024
Q1 | $14.3M | Buy |
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|
2023
Q4 | $12.6M | Buy |
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|
2023
Q3 | $11M | Sell |
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|
2023
Q2 | $12.9M | Buy |
|
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|
2023
Q1 | $9.9M | Sell |
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|
2022
Q4 | $16M | Buy |
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|
2022
Q3 | $12.9M | Buy |
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|
2022
Q2 | $13.6M | Buy |
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|
2022
Q1 | $12.7M | Buy |
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|
2021
Q4 | $11.3M | Buy |
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|
2021
Q3 | $9.26M | Buy |
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|
2021
Q2 | $9.17M | Buy |
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|
2021
Q1 | $8.12M | Buy |
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|
2020
Q4 | $2.45M | Buy |
|