Robertson Stephens 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 | $1.36M | Buy |
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|
2025
Q1 | $889K | Buy |
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|
2024
Q4 | $761K | Sell |
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|
2024
Q3 | $933K | Sell |
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|
2024
Q2 | $902K | Buy |
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|
2024
Q1 | $668K | Buy |
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|
2023
Q4 | $608K | Sell |
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|
2023
Q3 | $586K | Buy |
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|
2023
Q2 | $629K | Sell |
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|
2023
Q1 | $699K | Buy |
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|
2022
Q4 | $603K | Buy |
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|
2022
Q3 | $534K | Sell |
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|
2022
Q2 | $687K | Buy |
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|
2022
Q1 | $672K | Buy |
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|
2021
Q4 | $587K | Buy |
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|
2021
Q3 | $373K | Sell |
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|
2021
Q2 | $408K | Buy |
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|
2021
Q1 | $385K | Buy |
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