Williams Jones Wealth Management’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 | $7.69M | Buy |
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|
2025
Q1 | $7.63M | Sell |
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|
2024
Q4 | $6.71M | Sell |
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|
2024
Q3 | $7.94M | Sell |
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|
2024
Q2 | $7.36M | Sell |
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|
2024
Q1 | $7.68M | Sell |
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|
2023
Q4 | $7.78M | Sell |
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|
2023
Q3 | $8.09M | Sell |
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|
2023
Q2 | $8.85M | Sell |
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|
2023
Q1 | $9.36M | Buy |
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|
2022
Q4 | $9.6M | Sell |
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|
2022
Q3 | $8.51M | Buy |
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|
2022
Q2 | $9.51M | Buy |
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|
2022
Q1 | $8.14M | Buy |
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|
2021
Q4 | $7.27M | Buy |
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|
2021
Q3 | $6.35M | Sell |
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|
2021
Q2 | $6.64M | Sell |
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|
2021
Q1 | $7.48M | Sell |
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|
2020
Q4 | $9.04M | Buy |
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|
2020
Q3 | $8.13M | Sell |
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|
2020
Q2 | $7.57M | Buy |
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|
2020
Q1 | $7.42M | Sell |
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|
2019
Q4 | $9.37M | Sell |
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|
2019
Q3 | $9.3M | Buy |
|