Traphagen 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
2026 Q1	$1.05M	Buy	13,853 +163	+1%	+$12.3K	0.09%	77
2025 Q4	$957K	Sell	13,690 -209	-2%	-$14.6K	0.08%	80
2025 Q3	$922K	Buy	13,899 +463	+3%	+$31.9K	0.08%	79
2025 Q2	$951K	Sell	13,436 -191	-1%	-$13.6K	0.09%	76
2025 Q1	$976K	Sell	13,627 -32	-0.2%	-$2.14K	0.1%	70
2024 Q4	$850K	Buy	13,659 +106	+0.8%	+$6.92K	0.09%	79
2024 Q3	$974K	Sell	13,553 -452	-3%	-$31K	0.1%	72
2024 Q2	$891K	Sell	14,005 -171	-1%	-$10.6K	0.1%	74
2024 Q1	$867K	Hold	14,176	–	–	0.09%	74
2023 Q4	$835K	Buy	14,176 +451	+3%	+$25.6K	0.1%	69
2023 Q3	$768K	Buy	13,725 +506	+4%	+$30.3K	0.1%	66
2023 Q2	$796K	Buy	13,219 +1,944	+17%	+$121K	0.1%	65
2023 Q1	$699K	Sell	11,275 -532	-5%	-$32.2K	0.1%	68
2022 Q4	$751K	Buy	11,807 +207	+2%	+$12.5K	0.12%	63
2022 Q3	$650K	Sell	11,600 -892	-7%	-$55.4K	0.12%	55
2022 Q2	$786K	Buy	12,492 +455	+4%	+$28.8K	0.14%	51
2022 Q1	$746K	Buy	12,037 +791	+7%	+$48.1K	0.12%	53
2021 Q4	$666K	Buy	11,246 +72	+0.6%	+$4.01K	0.11%	61
2021 Q3	$586K	Buy	11,174 +106	+1%	+$5.91K	0.11%	61
2021 Q2	$599K	Sell	11,068 -2	-0%	-$109	0.1%	65
2021 Q1	$583K	Sell	11,070 -1,947	-15%	-$98K	0.11%	69
2020 Q4	$714K	Sell	13,017 -206	-2%	-$10.7K	0.13%	58
2020 Q3	$653K	Sell	13,223 -263	-2%	-$12.6K	0.13%	56
2020 Q2	$603K	Buy	13,486 +366	+3%	+$16.9K	0.14%	62
2020 Q1	$581K	Buy	13,120 +4,066	+45%	+$220K	0.16%	53
2019 Q4	$501K	Buy	9,054 +10	+0.1%	+$538	0.12%	67
2019 Q3	$492K	Buy	9,044 +129	+1%	+$6.91K	0.13%	62
2019 Q2	$454K	Buy	8,915 +5	+0.1%	+$245	0.12%	65
2019 Q1	$418K	Buy	+8,910	New	+$417K	0.12%	66