Rise 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 | $604K | Sell |
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|
2025
Q2 | $652K | Sell |
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|
2025
Q1 | $666K | Buy |
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|
2024
Q4 | $455K | Sell |
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|
2024
Q3 | $558K | Buy |
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|
2024
Q2 | $480K | Buy |
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|
2024
Q1 | $435K | Buy |
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|
2023
Q4 | $274K | Buy |
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|
2023
Q3 | $244K | Buy |
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|
2023
Q2 | $197K | Buy |
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|
2023
Q1 | $201K | Buy |
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|
2022
Q4 | $163K | Buy |
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|
2022
Q3 | $123K | Buy |
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|
2022
Q2 | $131K | Buy |
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|
2022
Q1 | $100K | Buy |
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|
2021
Q4 | $38.1K | Buy |
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