Stone Summit 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 | $819K | Sell |
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|
2025
Q2 | $888K | Hold |
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|
2025
Q1 | $898K | Sell |
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|
2024
Q4 | $798K | Sell |
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|
2024
Q3 | $1.01M | Sell |
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|
2024
Q2 | $908K | Sell |
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|
2024
Q1 | $880K | Buy |
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|
2023
Q4 | $839K | Sell |
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|
2023
Q3 | $819K | Sell |
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|
2023
Q2 | $884K | Sell |
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|
2023
Q1 | $913K | Sell |
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|
2022
Q4 | $957K | Sell |
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|
2022
Q3 | $845K | Hold |
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|
2022
Q2 | $950K | Sell |
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|
2022
Q1 | $964K | Buy |
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