Summit Trail 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
Q2 | $5.04M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.9M | Buy |
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|
2024
Q2 | $1.4M | Buy |
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|
2024
Q1 | $1.31M | Buy |
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|
2023
Q4 | $1.17M | Sell |
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|
2023
Q3 | $1.3M | Sell |
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|
2023
Q2 | $1.93M | Buy |
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|
2023
Q1 | $735K | Buy |
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|
2022
Q4 | $680K | Sell |
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|
2022
Q3 | $696K | Sell |
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|
2022
Q2 | $876K | Buy |
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|
2022
Q1 | $342K | Buy |
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|
2021
Q4 | $217K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $217K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $890K | Buy |
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|
2017
Q4 | $1.26M | Buy |
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