Perigon Wealth Management’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 | $9.17M | Buy |
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|
2025
Q2 | $9.21M | Buy |
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|
2025
Q1 | $9M | Buy |
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|
2024
Q4 | $7.45M | Sell |
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|
2024
Q3 | $8.6M | Sell |
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|
2024
Q2 | $7.7M | Buy |
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|
2024
Q1 | $7.01M | Sell |
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|
2023
Q4 | $7.83M | Buy |
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|
2023
Q3 | $7.41M | Sell |
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|
2023
Q2 | $8.21M | Buy |
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|
2023
Q1 | $4.47M | Buy |
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|
2022
Q4 | $4.5M | Buy |
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|
2022
Q3 | $2.63M | Buy |
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|
2022
Q2 | $2.79M | Buy |
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|
2022
Q1 | $2.68M | Buy |
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|
2021
Q4 | $2.48M | Sell |
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|
2021
Q3 | $2.31M | Buy |
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|
2021
Q2 | $2.01M | Sell |
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|
2021
Q1 | $1.98M | Buy |
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|
2020
Q4 | $1.97M | Buy |
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|
2020
Q3 | $1.46M | Buy |
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|
2020
Q2 | $1.09M | Sell |
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|
2020
Q1 | $1.48M | Buy |
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|
2019
Q4 | $1.29M | Buy |
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|
2019
Q3 | $1.24M | Buy |
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|
2019
Q2 | $1.15M | Buy |
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|
2019
Q1 | $739K | Sell |
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|
2018
Q4 | $752K | Buy |
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|
2018
Q3 | $409K | Sell |
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|
2018
Q2 | $601K | Buy |
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|
2018
Q1 | $119K | Sell |
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|
2017
Q4 | $136K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $2.32M | Sell |
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|
2016
Q4 | $2.33M | Buy |
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|
2016
Q3 | $2.06M | Buy |
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|
2016
Q2 | $2.2M | Buy |
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|
2016
Q1 | $2.18M | Hold |
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|
2015
Q4 | $1.97M | Buy |
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|
2015
Q3 | $730K | Buy |
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|
2015
Q2 | $696K | Sell |
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|
2015
Q1 | $724K | Buy |
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|
2014
Q4 | $738K | Buy |
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|
2014
Q3 | $698K | Sell |
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|
2014
Q2 | $764K | Buy |
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|
2014
Q1 | $605K | Sell |
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|
2013
Q4 | $672K | Buy |
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