Orion Portfolio Solutions’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
Q1 | $19.6M | Buy |
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|
2024
Q4 | $15.8M | Buy |
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|
2024
Q3 | $16.5M | Buy |
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|
2024
Q2 | $13.5M | Buy |
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|
2024
Q1 | $12.1M | Buy |
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|
2023
Q4 | $11.4M | Sell |
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|
2023
Q3 | $11.7M | Sell |
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|
2023
Q2 | $13.1M | Buy |
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|
2023
Q1 | $12.3M | Buy |
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|
2022
Q4 | $4.11M | Buy |
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|
2022
Q3 | $3.02M | Buy |
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|
2022
Q2 | $2.16M | Buy |
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|
2022
Q1 | $1.89M | Sell |
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|
2021
Q4 | $1.89M | Buy |
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|
2021
Q3 | $1.65M | Buy |
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|
2021
Q2 | $1.63M | Buy |
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|
2021
Q1 | $1.25M | Buy |
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|
2020
Q4 | $1.19M | Buy |
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|
2020
Q3 | $1.06M | Buy |
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|
2020
Q2 | $835K | Sell |
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|
2020
Q1 | $897K | Sell |
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|
2019
Q4 | $1.44M | Buy |
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