Zhang Financial’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 | $756K | Buy |
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|
2025
Q1 | $739K | Sell |
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|
2024
Q4 | $659K | Buy |
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|
2024
Q3 | $711K | Buy |
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|
2024
Q2 | $624K | Sell |
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|
2024
Q1 | $662K | Hold |
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|
2023
Q4 | $638K | Sell |
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|
2023
Q3 | $646K | Buy |
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|
2023
Q2 | $587K | Sell |
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|
2023
Q1 | $734K | Buy |
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|
2022
Q4 | $695K | Buy |
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|
2022
Q3 | $536K | Buy |
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|
2022
Q2 | $578K | Buy |
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|
2022
Q1 | $439K | Buy |
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|
2021
Q4 | $383K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $327K | Sell |
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|
2019
Q3 | $338K | Buy |
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|
2019
Q2 | $201K | Sell |
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|
2019
Q1 | $200K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $246K | Hold |
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|
2017
Q4 | $265K | Sell |
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|
2017
Q3 | $267K | Hold |
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|
2017
Q2 | $261K | Buy |
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|
2017
Q1 | $265K | Buy |
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