Sendero 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
Q3
$1.33M Sell
2025
Q2
$1.43M Sell
2025
Q1
$1.45M Buy
2024
Q4
$1.14M Hold
2024
Q3
$1.32M Hold
2024
Q2
$1.17M Sell
2024
Q1
$1.14M Buy
2023
Q4
$1.03M Hold
2023
Q3
$981K Hold
2023
Q2
$1.06M Buy