Smith Salley 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 | $5.19M | Buy |
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|
2025
Q2 | $4.64M | Buy |
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|
2025
Q1 | $4.39M | Buy |
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|
2024
Q4 | $3.74M | Buy |
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|
2024
Q3 | $4.31M | Buy |
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|
2024
Q2 | $3.77M | Buy |
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|
2024
Q1 | $3.58M | Sell |
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|
2023
Q4 | $5.04M | Sell |
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|
2023
Q3 | $4.86M | Sell |
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|
2023
Q2 | $5.27M | Buy |
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|
2023
Q1 | $5.4M | Buy |
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|
2022
Q4 | $5.39M | Buy |
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|
2022
Q3 | $3.85M | Buy |
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|
2022
Q2 | $4.22M | Buy |
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|
2022
Q1 | $3.96M | Buy |
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|
2021
Q4 | $3.69M | Sell |
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|
2021
Q3 | $3.31M | Buy |
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|
2021
Q2 | $1M | Buy |
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|
2021
Q1 | $942K | Buy |
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|
2020
Q4 | $904K | Buy |
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|
2020
Q3 | $814K | Hold |
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|
2020
Q2 | $737K | Sell |
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|
2020
Q1 | $769K | Sell |
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|
2019
Q4 | $978K | Buy |
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|
2019
Q3 | $959K | Buy |
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|
2019
Q2 | $886K | Sell |
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|
2019
Q1 | $838K | Sell |
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|
2018
Q4 | $960K | Sell |
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|
2018
Q3 | $945K | Buy |
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|
2018
Q2 | $886K | Buy |
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|
2018
Q1 | $866K | Sell |
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|
2017
Q4 | $1.05M | Buy |
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|
2017
Q3 | $916K | Sell |
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|
2017
Q2 | $913K | Sell |
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|
2017
Q1 | $2.76M | Sell |
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|
2016
Q4 | $2.76M | Buy |
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|
2016
Q3 | $2.75M | Buy |
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|
2016
Q2 | $2.73M | Sell |
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|
2016
Q1 | $2.91M | Buy |
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|
2015
Q4 | $2.6M | Buy |
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|
2015
Q3 | $2.06M | Buy |
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|
2015
Q2 | $2M | Buy |
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|
2015
Q1 | $1.99M | Buy |
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|
2014
Q4 | $1.93M | Buy |
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|
2014
Q3 | $1.93M | Sell |
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|
2014
Q2 | $1.95M | Buy |
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|
2014
Q1 | $406K | Buy |
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|
2013
Q4 | $300K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $216K | Buy |
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