Truepoint Inc’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
Q4
$495K Buy
2024
Q1
Sell
2023
Q4
$221K Buy
2017
Q4
Sell
2017
Q3
$571K Sell
2017
Q2
$660K Sell
2017
Q1
$615K Sell
2016
Q4
$661K Sell
2016
Q3
$763K Hold
2016
Q2
$817K Sell
2016
Q1
$860K Sell
2015
Q4
$882K Sell
2015
Q3
$942K Buy
2015
Q2
$914K Buy
2015
Q1
$429K Sell
2014
Q4
$1.08M Buy
2014
Q3
$819K Buy