Trifecta 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
$230K Sell
2025
Q2
$282K Buy
2025
Q1
$157K Sell
2024
Q4
$154K Buy
2024
Q3
$173K Hold
2024
Q2
$153K Hold
2024
Q1
$148K Hold
2023
Q4
$142K Hold
2023
Q3
$135K Hold
2023
Q2
$145K Hold
2023
Q1
$150K Hold
2022
Q4
$153K Buy