Resonant Capital 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
$612K Sell
2025
Q2
$909K Buy
2025
Q1
$703K Buy
2024
Q4
$492K Sell
2024
Q3
$577K Buy
2024
Q2
$443K Buy
2024
Q1
$349K Buy
2023
Q4
$226K Sell
2023
Q3
$225K Sell
2023
Q2
$248K Sell
2023
Q1
$260K Buy
2022
Q4
$264K Buy
2022
Q3
Sell
2022
Q2
$211K Buy
2022
Q1
$201K Buy