Powell Investment 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
Q2 | $1.02M | Buy |
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|
2025
Q1 | $201K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $242K | Buy |
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|
2024
Q2 | $214K | Sell |
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|
2024
Q1 | $264K | Sell |
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|
2023
Q4 | $254K | Buy |
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|
2023
Q3 | $241K | Buy |
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|
2023
Q2 | $262K | Sell |
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|
2023
Q1 | $668K | Buy |
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|
2022
Q4 | $679K | Buy |
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|
2022
Q3 | $602K | Buy |
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|
2022
Q2 | $508K | Buy |
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|
2022
Q1 | $229K | Hold |
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|
2021
Q4 | $217K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $200K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $201K | Buy |
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