TFC Financial 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 | $321K | Buy |
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|
2025
Q1 | $297K | Sell |
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|
2024
Q4 | $285K | Buy |
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|
2024
Q3 | $329K | Buy |
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|
2024
Q2 | $280K | Buy |
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|
2024
Q1 | $268K | Sell |
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|
2023
Q4 | $262K | Sell |
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|
2023
Q3 | $255K | Buy |
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|
2023
Q2 | $266K | Buy |
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|
2023
Q1 | $273K | Buy |
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|
2022
Q4 | $276K | Buy |
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|
2022
Q3 | $243K | Hold |
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|
2022
Q2 | $273K | Hold |
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|
2022
Q1 | $269K | Hold |
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|
2021
Q4 | $257K | Sell |
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|
2021
Q3 | $243K | Buy |
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|
2021
Q2 | $235K | Hold |
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|
2021
Q1 | $229K | Hold |
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|
2020
Q4 | $238K | Hold |
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|
2020
Q3 | $214K | Buy |
|