Ritter Daniher Financial Advisory’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 | $311K | Sell |
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|
2025
Q2 | $384K | Buy |
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|
2025
Q1 | $376K | Hold |
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|
2024
Q4 | $327K | Buy |
|
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|
2024
Q3 | $349K | Hold |
|
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|
2024
Q2 | $309K | Sell |
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|
2024
Q1 | $299K | Hold |
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|
2023
Q4 | $288K | Sell |
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|
2023
Q3 | $285K | Buy |
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|
2023
Q2 | $294K | Hold |
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|
2023
Q1 | $303K | Sell |
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|
2022
Q4 | $312K | Hold |
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|
2022
Q3 | $275K | Sell |
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|
2022
Q2 | $310K | Hold |
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|
2022
Q1 | $305K | Hold |
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|
2021
Q4 | $291K | Buy |
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|
2021
Q3 | $241K | Hold |
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|
2021
Q2 | $249K | Hold |
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|
2021
Q1 | $242K | Hold |
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|
2020
Q4 | $252K | Buy |
|