Synergy Asset Management’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 | $23.7M | Sell |
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|
2025
Q1 | $26.6M | Sell |
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|
2024
Q4 | $31.6M | Buy |
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|
2024
Q3 | $382K | Sell |
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|
2024
Q2 | $24.6M | Buy |
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|
2024
Q1 | $21.6M | Buy |
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|
2023
Q4 | $17.9M | Buy |
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|
2023
Q3 | $5.74M | Buy |
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|
2023
Q2 | $5.12M | Buy |
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|
2023
Q1 | $5.03M | Buy |
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|
2022
Q4 | $4.74M | Buy |
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|
2022
Q3 | $487K | Sell |
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|
2022
Q2 | $3.55M | Buy |
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|
2022
Q1 | $3.43M | Sell |
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|
2021
Q4 | $3.58M | Buy |
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|
2021
Q3 | $2.55M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $2.92M | Buy |
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|
2020
Q4 | $2.9M | Buy |
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