Trail Ridge Investment 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 | $339K | Buy |
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|
2025
Q2 | $266K | Sell |
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|
2025
Q1 | $281K | Sell |
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|
2024
Q4 | $286K | Buy |
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|
2024
Q3 | $311K | Hold |
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|
2024
Q2 | $291K | Buy |
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|
2024
Q1 | $267K | Sell |
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|
2023
Q4 | $623K | Sell |
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|
2023
Q3 | $600K | Buy |
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|
2023
Q2 | $630K | Sell |
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|
2023
Q1 | $684K | Sell |
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|
2022
Q4 | $723K | Buy |
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|
2022
Q3 | $690K | Buy |
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|
2022
Q2 | $663K | Buy |
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|
2022
Q1 | $651K | Buy |
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|
2021
Q4 | $604K | Buy |
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