Summit Securities 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
Q2 | $161K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $300K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $324K | Sell |
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|
2023
Q1 | $398K | Sell |
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|
2022
Q4 | $526K | Buy |
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|
2022
Q3 | $294K | Sell |
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|
2022
Q2 | $1.1M | Buy |
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|
2022
Q1 | $416K | Buy |
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|
2021
Q4 | $385K | Buy |
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|
2021
Q3 | $305K | Sell |
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|
2021
Q2 | $1.68M | Buy |
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|
2021
Q1 | $464K | Sell |
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|
2020
Q4 | $5.17M | Buy |
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|
2020
Q3 | $617K | Buy |
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|
2020
Q2 | $402K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $4.75M | Buy |
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|
2019
Q3 | $615K | Buy |
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|
2019
Q2 | $290K | Sell |
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|
2019
Q1 | $1.8M | Buy |
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|
2018
Q4 | $578K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $382K | Buy |
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|
2018
Q1 | $278K | Buy |
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|
2017
Q4 | – | Hold |
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|
2017
Q3 | – | Hold |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $1.33M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $548K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $2.78M | Buy |
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|
2015
Q3 | $1K | Sell |
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|
2015
Q2 | $24K | Sell |
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|
2015
Q1 | $69K | Sell |
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|
2014
Q4 | $2.51M | Sell |
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|
2014
Q3 | $8.98M | Buy |
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|
2014
Q2 | $4.33M | Buy |
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|
2014
Q1 | $294K | Sell |
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|
2013
Q4 | $3.46M | Buy |
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|
2013
Q3 | $2.43M | Sell |
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|
2013
Q2 | $3.13M | Buy |
|