WFA of San Diego’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 | $182K | Buy |
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|
2024
Q3 | $208K | Hold |
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|
2024
Q2 | $185K | Buy |
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|
2023
Q3 | $162K | Hold |
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|
2023
Q2 | $175K | Sell |
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|
2023
Q1 | $223K | Sell |
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|
2022
Q4 | $246K | Sell |
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|
2022
Q3 | $233K | Buy |
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|
2022
Q2 | $204K | Sell |
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|
2022
Q1 | $226K | Sell |
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|
2021
Q4 | $277K | Buy |
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|
2021
Q3 | $194K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $206K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $699K | Buy |
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