Waverly 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
Q2 | $33.5M | Buy |
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|
2025
Q1 | $32.7M | Buy |
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|
2024
Q4 | $25.8M | Buy |
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|
2024
Q3 | $25.7M | Sell |
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|
2024
Q2 | $22.9M | Buy |
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|
2024
Q1 | $19.6M | Buy |
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|
2023
Q4 | $17.8M | Buy |
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|
2023
Q3 | $16.4M | Buy |
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|
2023
Q2 | $3.34M | Buy |
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|
2023
Q1 | $2.8M | Buy |
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|
2022
Q4 | $2.39M | Sell |
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|
2022
Q3 | $4.82M | Buy |
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|
2022
Q2 | $1.65M | Buy |
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|
2022
Q1 | $1.26M | Sell |
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|
2021
Q4 | $1.28M | Sell |
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|
2021
Q3 | $1.22M | Buy |
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|
2021
Q2 | $1.18M | Buy |
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|
2021
Q1 | $1M | Sell |
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|
2020
Q4 | $1.46M | Sell |
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|
2020
Q3 | $1.42M | Buy |
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|
2020
Q2 | $1.38M | Buy |
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|
2020
Q1 | $1.25M | Buy |
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|
2019
Q4 | $1.58M | Sell |
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|
2019
Q3 | $1.46M | Buy |
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|
2019
Q2 | $1.31M | Buy |
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|
2019
Q1 | $1.2M | Sell |
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|
2018
Q4 | $1.23M | Sell |
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|
2018
Q3 | $2.06M | Buy |
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|
2018
Q2 | $1.93M | Sell |
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|
2018
Q1 | $1.94M | Sell |
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|
2017
Q4 | $2.47M | Buy |
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|
2017
Q3 | $2.21M | Sell |
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|
2017
Q2 | $2.29M | Buy |
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|
2017
Q1 | $1.91M | Buy |
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|
2016
Q4 | $944K | Buy |
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|
2016
Q3 | $963K | Buy |
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|
2016
Q2 | $1.01M | Sell |
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|
2016
Q1 | $1.04M | Buy |
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|
2015
Q4 | $853K | Buy |
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|
2015
Q3 | $727K | Buy |
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|
2015
Q2 | $674K | Buy |
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|
2015
Q1 | $680K | Hold |
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|
2014
Q4 | $708K | Sell |
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|
2014
Q3 | $1.02M | Buy |
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|
2014
Q2 | $1.01M | Sell |
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|
2014
Q1 | $952K | Sell |
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|
2013
Q4 | $1.3M | Buy |
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|
2013
Q3 | $904K | Buy |
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|
2013
Q2 | $925K | Buy |
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