Transcend Capital 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
$1.91M Sell
2025
Q2
$2.05M Sell
2025
Q1
$2.35M Buy
2024
Q4
$1.95M Sell
2024
Q3
$2.41M Buy
2024
Q2
$2.12M Buy
2024
Q1
$2.02M Sell
2023
Q4
$2.04M Sell
2023
Q3
$2.09M Sell
2023
Q2
$2.57M Buy
2023
Q1
$2.63M Buy
2022
Q4
$2.59M Sell
2022
Q3
$2.41M Sell
2022
Q2
$2.76M Sell
2022
Q1
$2.76M Buy
2021
Q4
$2.47M Buy
2021
Q3
$2.24M Buy
2021
Q2
Sell
2021
Q1
$2.14M Buy
2020
Q4
$2.22M Buy
2020
Q3
$943K Buy
2020
Q2
$635K Sell
2020
Q1
$656K Sell
2019
Q4
$851K Buy