Richard W. Paul & Associates’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
$640K Sell
2025
Q1
$811K Sell
2024
Q4
$775K Buy
2024
Q3
$875K Sell
2024
Q2
$777K Buy
2024
Q1
$742K Buy
2023
Q4
$707K Buy
2023
Q3
$660K Buy
2023
Q2
$709K Buy
2023
Q1
$694K Buy
2022
Q4
$692K Buy