RKL Wealth Management’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 | $1.06M | Sell |
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|
2025
Q1 | $1.08M | Buy |
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|
2024
Q4 | $472K | Buy |
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|
2024
Q3 | $379K | Sell |
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|
2024
Q2 | $337K | Buy |
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|
2024
Q1 | $266K | Sell |
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|
2023
Q4 | $296K | Buy |
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|
2023
Q3 | $276K | Sell |
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|
2023
Q2 | $302K | Sell |
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|
2023
Q1 | $338K | Sell |
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|
2022
Q4 | $372K | Buy |
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|
2022
Q3 | $319K | Sell |
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|
2022
Q2 | $361K | Buy |
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|
2022
Q1 | $332K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $225K | Sell |
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|
2019
Q2 | $219K | Sell |
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|
2019
Q1 | $224K | Sell |
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|
2018
Q4 | $251K | Sell |
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|
2018
Q3 | $258K | Sell |
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|
2018
Q2 | $308K | Sell |
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|
2018
Q1 | $385K | Sell |
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|
2017
Q4 | $466K | Sell |
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|
2017
Q3 | $686K | Sell |
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|
2017
Q2 | $849K | Sell |
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|
2017
Q1 | $850K | Sell |
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|
2016
Q4 | $1.07M | Sell |
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|
2016
Q3 | $1.38M | Buy |
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|
2016
Q2 | $1.25M | Buy |
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|
2016
Q1 | $779K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $387K | Sell |
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|
2014
Q4 | $485K | Buy |
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|
2014
Q3 | $470K | Buy |
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|
2014
Q2 | $458K | Sell |
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|
2014
Q1 | $458K | Buy |
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