Notis-McConarty Edward’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 | $263K | Sell |
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|
2025
Q1 | $302K | Sell |
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|
2024
Q4 | $301K | Sell |
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|
2024
Q3 | $539K | Sell |
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|
2024
Q2 | $494K | Sell |
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|
2024
Q1 | $508K | Sell |
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|
2023
Q4 | $542K | Hold |
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|
2023
Q3 | $515K | Hold |
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|
2023
Q2 | $554K | Hold |
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|
2023
Q1 | $571K | Hold |
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|
2022
Q4 | $585K | Hold |
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|
2022
Q3 | $515K | Sell |
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|
2022
Q2 | $591K | Hold |
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|
2022
Q1 | $583K | Sell |
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|
2021
Q4 | $568K | Sell |
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|
2021
Q3 | $509K | Buy |
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|
2021
Q2 | $459K | Hold |
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|
2021
Q1 | $447K | Hold |
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|
2020
Q4 | $465K | Hold |
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|
2020
Q3 | $419K | Buy |
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|
2020
Q2 | $371K | Hold |
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|
2020
Q1 | $367K | Hold |
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|
2019
Q4 | $459K | Hold |
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|
2019
Q3 | $452K | Sell |
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|
2019
Q2 | $428K | Sell |
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|
2019
Q1 | $398K | Hold |
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|
2018
Q4 | $402K | Hold |
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|
2018
Q3 | $393K | Hold |
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|
2018
Q2 | $373K | Hold |
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|
2018
Q1 | $369K | Hold |
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|
2017
Q4 | $390K | Hold |
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|
2017
Q3 | $383K | Hold |
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|
2017
Q2 | $381K | Sell |
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|
2017
Q1 | $371K | Sell |
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|
2016
Q4 | $379K | Hold |
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|
2016
Q3 | $387K | Buy |
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|
2016
Q2 | $408K | Hold |
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|
2016
Q1 | $418K | Sell |
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|
2015
Q4 | $430K | Sell |
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|
2015
Q3 | $441K | Sell |
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|
2015
Q2 | $471K | Buy |
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|
2015
Q1 | $467K | Sell |
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|
2014
Q4 | $528K | Hold |
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|
2014
Q3 | $533K | Sell |
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|
2014
Q2 | $1.07M | Sell |
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|
2014
Q1 | $997K | Hold |
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|
2013
Q4 | $1.07M | Buy |
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