Schrum Private 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 | $725K | Buy |
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|
2025
Q1 | $719K | Hold |
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|
2024
Q4 | $625K | Sell |
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|
2024
Q3 | $1.28M | Buy |
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|
2024
Q2 | $639K | Sell |
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|
2024
Q1 | $640K | Buy |
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|
2023
Q4 | $495K | Sell |
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|
2023
Q3 | $558K | Hold |
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|
2023
Q2 | $600K | Buy |
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|
2023
Q1 | $618K | Hold |
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|
2022
Q4 | $634K | Sell |
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|
2022
Q3 | $600K | Sell |
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|
2022
Q2 | $705K | Hold |
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|
2022
Q1 | $719K | Buy |
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|
2021
Q4 | $658K | Buy |
|