Omnia Family 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
Q2 | $384K | Buy |
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|
2025
Q1 | $300K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $223K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $226K | Hold |
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|
2019
Q3 | $224K | Sell |
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|
2019
Q2 | $215K | Sell |
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|
2019
Q1 | $210K | Sell |
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|
2018
Q4 | $219K | Buy |
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|
2018
Q3 | $207K | Sell |
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|
2018
Q2 | $202K | Sell |
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|
2018
Q1 | $213K | Sell |
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|
2017
Q4 | $365K | Buy |
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|
2017
Q3 | $337K | Sell |
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|
2017
Q2 | $354K | Buy |
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|
2017
Q1 | $328K | Sell |
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|
2016
Q4 | $337K | Buy |
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