SteelPeak Wealth’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
$11.6M Buy
2025
Q2
$11M Buy
2025
Q1
$6.97M Buy
2024
Q4
$5.29M Sell
2024
Q3
$11M Buy
2024
Q2
$8.6M Sell
2024
Q1
$9.55M Buy
2023
Q4
$7.53M Buy
2023
Q3
$4.25M Sell
2023
Q2
$11.8M Sell
2023
Q1
$14.3M Buy
2022
Q4
$3.57M Sell
2022
Q3
$12.4M Buy
2022
Q2
$12.1M Sell
2022
Q1
$11.9M Buy
2021
Q4
$9.91M Buy
2021
Q3
$8.23M Buy
2021
Q2
$8.34M Buy
2021
Q1
$7.59M Buy
2020
Q4
$5.85M Sell
2020
Q3
$5.43M Sell
2020
Q2
$4.96M Buy
2020
Q1
$4.32M Sell
2019
Q4
$5.86M Buy