Shepherd Financial Partners’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 | $3.65M | Buy |
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|
2025
Q2 | $3.87M | Sell |
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|
2025
Q1 | $3.93M | Buy |
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|
2024
Q4 | $3.41M | Buy |
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|
2024
Q3 | $3.94M | Buy |
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|
2024
Q2 | $3.43M | Buy |
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|
2024
Q1 | $3.28M | Buy |
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|
2023
Q4 | $3.14M | Sell |
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|
2023
Q3 | $3.22M | Buy |
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|
2023
Q2 | $3.3M | Buy |
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|
2023
Q1 | $3.31M | Sell |
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|
2022
Q4 | $3.4M | Buy |
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|
2022
Q3 | $2.56M | Buy |
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|
2022
Q2 | $2.81M | Buy |
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|
2022
Q1 | $2.67M | Buy |
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|
2021
Q4 | $2.44M | Buy |
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|
2021
Q3 | $2.11M | Buy |
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|
2021
Q2 | $2.15M | Buy |
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|
2021
Q1 | $1.91M | Buy |
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|
2020
Q4 | $1.85M | Buy |
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|
2020
Q3 | $1.52M | Buy |
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|
2020
Q2 | $1.36M | Buy |
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|
2020
Q1 | $1.3M | Buy |
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