Plante Moran Financial Advisors’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 | $104K | Sell |
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|
2025
Q2 | $183K | Sell |
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|
2025
Q1 | $405K | Buy |
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|
2024
Q4 | $288K | Sell |
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|
2024
Q3 | $343K | Buy |
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|
2024
Q2 | $298K | Buy |
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|
2024
Q1 | $285K | Buy |
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|
2023
Q4 | $206K | Buy |
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|
2023
Q3 | $184K | Sell |
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|
2023
Q2 | $201K | Sell |
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|
2023
Q1 | $222K | Sell |
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|
2022
Q4 | $526K | Buy |
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|
2022
Q3 | $462K | Sell |
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|
2022
Q2 | $549K | Buy |
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|
2022
Q1 | $507K | Sell |
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|
2021
Q4 | $563K | Sell |
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|
2021
Q3 | $580K | Buy |
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|
2021
Q2 | $587K | Buy |
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|
2021
Q1 | $566K | Buy |
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|
2020
Q4 | $564K | Buy |
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|
2020
Q3 | $501K | Sell |
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|
2020
Q2 | $496K | Buy |
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|
2020
Q1 | $476K | Sell |
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|
2019
Q4 | $683K | Buy |
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|
2019
Q3 | $571K | Sell |
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|
2019
Q2 | $545K | Buy |
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|
2019
Q1 | $421K | Buy |
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|
2018
Q4 | $407K | Sell |
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|
2018
Q3 | $407K | Sell |
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|
2018
Q2 | $408K | Sell |
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|
2018
Q1 | $463K | Buy |
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|
2017
Q4 | $485K | Sell |
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|
2017
Q3 | $658K | Sell |
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|
2017
Q2 | $658K | Sell |
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|
2017
Q1 | $673K | Buy |
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|
2016
Q4 | $635K | Sell |
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|
2016
Q3 | $1.16M | Sell |
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|
2016
Q2 | $1.78M | Buy |
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|
2016
Q1 | $1.79M | Sell |
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|
2015
Q4 | $1.71M | Buy |
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|
2015
Q3 | $1.58M | Sell |
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|
2015
Q2 | $1.55M | Sell |
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|
2015
Q1 | $1.61M | Sell |
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|
2014
Q4 | $1.8M | Sell |
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|
2014
Q3 | $1.85M | Sell |
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|
2014
Q2 | $1.92M | Buy |
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|
2014
Q1 | $1.61M | Sell |
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|
2013
Q4 | $1.75M | Buy |
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|
2013
Q3 | $1.52M | Buy |
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|
2013
Q2 | $1.58M | Buy |
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