Parcion Private 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
$8.07M Sell
2025
Q2
$8.72M Buy
2025
Q1
$8.71M Buy
2024
Q4
$7.23M Buy
2024
Q3
$7.97M Buy
2024
Q2
$6.51M Buy
2024
Q1
$6.21M Buy
2023
Q4
$5.87M Buy
2023
Q3
$4.84M Buy
2023
Q2
$5.16M Buy
2023
Q1
$5.19M Buy
2022
Q4
$4.81M Sell
2022
Q3
$4.33M Sell
2022
Q2
$4.83M Sell
2022
Q1
$5.17M Sell
2021
Q4
$6.12M Buy
2021
Q3
$5.26M Buy
2021
Q2
$5.18M Sell
2021
Q1
$5.14M Buy
2020
Q4
$4.59M Buy
2020
Q3
$3.9M Buy
2020
Q2
$2.66M Buy
2020
Q1
$2.5M Buy
2019
Q4
$2.88M Buy