Xcel 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 | $461K | Sell |
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|
2025
Q1 | $496K | Sell |
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|
2024
Q4 | $631K | Sell |
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|
2024
Q3 | $804K | Sell |
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|
2024
Q2 | $1.02M | Sell |
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|
2024
Q1 | $1.25M | Sell |
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|
2023
Q4 | $1.37M | Sell |
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|
2023
Q3 | $1.47M | Sell |
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|
2023
Q2 | $1.79M | Sell |
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|
2023
Q1 | $1.97M | Buy |
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|
2022
Q4 | $2M | Sell |
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|
2022
Q3 | $2.35M | Hold |
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|
2022
Q2 | $2.63M | Sell |
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|
2022
Q1 | $2.81M | Sell |
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|
2021
Q4 | $2.75M | Buy |
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|
2021
Q3 | $2.44M | Hold |
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|
2021
Q2 | $2.51M | Hold |
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|
2021
Q1 | $2.45M | Buy |
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|
2020
Q4 | $1.1M | Buy |
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|
2020
Q3 | $949K | Buy |
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|
2020
Q2 | $717K | Buy |
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