Sendero Wealth Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Sell |
20,174
-39
| -0.2% | -$2.76K | 0.18% | 78 |
|
|
2025
Q1 | $1.45M | Buy |
20,213
+1,874
| +10% | +$134K | 0.2% | 71 |
|
|
2024
Q4 | $1.14M | Hold |
18,339
| – | – | 0.17% | 79 |
|
|
2024
Q3 | $1.32M | Hold |
18,339
| – | – | 0.21% | 64 |
|
|
2024
Q2 | $1.17M | Sell |
18,339
-218
| -1% | -$13.9K | 0.2% | 68 |
|
|
2024
Q1 | $1.14M | Buy |
18,557
+1,031
| +6% | +$63.1K | 0.2% | 73 |
|
|
2023
Q4 | $1.03M | Hold |
17,526
| – | – | 0.19% | 77 |
|
|
2023
Q3 | $981K | Hold |
17,526
| – | – | 0.21% | 75 |
|
|
2023
Q2 | $1.06M | Buy |
+17,526
| New | +$1.06M | 0.23% | 76 |
|