Waldron Private Wealth’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 | $2.44M | Hold |
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|
2025
Q2 | $2.61M | Sell |
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|
2025
Q1 | $2.73M | Sell |
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|
2024
Q4 | $3.76M | Sell |
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|
2024
Q3 | $4.39M | Sell |
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|
2024
Q2 | $4M | Sell |
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|
2024
Q1 | $3.92M | Buy |
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|
2023
Q4 | $3.64M | Buy |
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|
2023
Q3 | $3.45M | Sell |
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|
2023
Q2 | $4.01M | Buy |
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|
2023
Q1 | $4.1M | Buy |
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|
2022
Q4 | $3.19M | Hold |
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|
2022
Q3 | $3.19M | Sell |
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|
2022
Q2 | $3.76M | Buy |
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|
2022
Q1 | $3.47M | Buy |
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|
2021
Q4 | $3.27M | Buy |
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|
2021
Q3 | $2.92M | Buy |
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|
2021
Q2 | $2.55M | Sell |
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|
2021
Q1 | $2.5M | Sell |
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|
2020
Q4 | $2.75M | Buy |
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|
2020
Q3 | $2.49M | Buy |
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|
2020
Q2 | $2.21M | Sell |
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|
2020
Q1 | $3.1M | Sell |
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|
2019
Q4 | $4.33M | Buy |
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|
2019
Q3 | $4.28M | Buy |
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|
2019
Q2 | $986K | Sell |
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|
2019
Q1 | $1.04M | Buy |
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|
2018
Q4 | $896K | Buy |
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|
2018
Q3 | $714K | Buy |
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|
2018
Q2 | $435K | Hold |
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|
2018
Q1 | $431K | Hold |
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|
2017
Q4 | $455K | Buy |
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|
2017
Q3 | $445K | Buy |
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|
2017
Q2 | $390K | Sell |
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|
2017
Q1 | $536K | Buy |
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|
2016
Q4 | $361K | Buy |
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|
2016
Q3 | $354K | Buy |
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|
2016
Q2 | $371K | Sell |
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|
2016
Q1 | $398K | Buy |
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|
2015
Q4 | $353K | Sell |
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|
2015
Q3 | $355K | Buy |
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|
2015
Q2 | $258K | Buy |
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|
2015
Q1 | $221K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $212K | Buy |
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