Summit Place Financial Advisors’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 | $1.56M | Sell |
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|
2025
Q2 | $1.69M | Buy |
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|
2025
Q1 | $1.68M | Buy |
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|
2024
Q4 | $1.41M | Buy |
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|
2024
Q3 | $1.58M | Sell |
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|
2024
Q2 | $1.41M | Buy |
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|
2024
Q1 | $1.34M | Buy |
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|
2023
Q4 | $1.2M | Buy |
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|
2023
Q3 | $987K | Sell |
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|
2023
Q2 | $1.09M | Sell |
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|
2023
Q1 | $1.18M | Buy |
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|
2022
Q4 | $1.07M | Buy |
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|
2022
Q3 | $887K | Sell |
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|
2022
Q2 | $1.01M | Sell |
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|
2022
Q1 | $1.02M | Sell |
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|
2021
Q4 | $1.09M | Sell |
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|
2021
Q3 | $981K | Buy |
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|
2021
Q2 | $689K | Buy |
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|
2021
Q1 | $615K | Buy |
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