Stonegate Investment Group’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
$16M Buy
2025
Q2
$17M Buy
2025
Q1
$17M Sell
2024
Q4
$15M Buy
2024
Q3
$16.9M Buy
2024
Q2
$14.9M Buy
2024
Q1
$13.8M Buy
2023
Q4
$13M Sell
2023
Q3
$12.5M Sell
2023
Q2
$13.4M Buy
2023
Q1
$13M Sell
2022
Q4
$13.4M Sell
2022
Q3
$12M Buy
2022
Q2
$13.4M Buy
2022
Q1
$9.48M Buy
2021
Q4
$8.72M Buy