Access Financial Services’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Sell |
28,275
-179
| -0.6% | -$12.7K | 0.76% | 18 |
|
|
2025
Q1 | $2.04M | Buy |
28,454
+7,360
| +35% | +$527K | 0.82% | 19 |
|
|
2024
Q4 | $1.31M | Sell |
21,094
-58
| -0.3% | -$3.61K | 0.59% | 45 |
|
|
2024
Q3 | $1.52M | Sell |
21,152
-62
| -0.3% | -$4.46K | 0.7% | 38 |
|
|
2024
Q2 | $1.35M | Sell |
21,214
-5,512
| -21% | -$351K | 0.61% | 48 |
|
|
2024
Q1 | $1.64M | Sell |
26,726
-3,575
| -12% | -$219K | 0.73% | 33 |
|
|
2023
Q4 | $1.79M | Buy |
30,301
+2,573
| +9% | +$152K | 0.92% | 20 |
|
|
2023
Q3 | $1.55M | Buy |
27,728
+1,035
| +4% | +$57.9K | 0.93% | 29 |
|
|
2023
Q2 | $1.61M | Sell |
26,693
-279
| -1% | -$16.8K | 0.94% | 26 |
|
|
2023
Q1 | $1.67M | Buy |
26,972
+4,626
| +21% | +$287K | 1.02% | 22 |
|
|
2022
Q4 | $1.42M | Sell |
22,346
-762
| -3% | -$48.5K | 0.87% | 32 |
|
|
2022
Q3 | $1.29M | Sell |
23,108
-179
| -0.8% | -$10K | 0.84% | 31 |
|
|
2022
Q2 | $1.47M | Sell |
23,287
-757
| -3% | -$47.6K | 0.84% | 29 |
|
|
2022
Q1 | $1.49M | Hold |
24,044
| – | – | 0.71% | 41 |
|
|
2021
Q4 | $1.42M | Sell |
24,044
-4,588
| -16% | -$272K | 0.64% | 49 |
|
|
2021
Q3 | $1.5M | Sell |
28,632
-9,858
| -26% | -$517K | 0.68% | 46 |
|
|
2021
Q2 | $2.08M | Sell |
38,490
-8,626
| -18% | -$467K | 0.97% | 23 |
|
|
2021
Q1 | $2.48M | Buy |
47,116
+10,438
| +28% | +$550K | 1.16% | 16 |
|
|
2020
Q4 | $2.01M | Sell |
36,678
-753
| -2% | -$41.3K | 0.98% | 26 |
|
|
2020
Q3 | $1.85M | Sell |
37,431
-37
| -0.1% | -$1.83K | 1% | 27 |
|
|
2020
Q2 | $1.67M | Sell |
37,468
-683
| -2% | -$30.5K | 1.1% | 25 |
|
|
2020
Q1 | $1.69M | Sell |
38,151
-18
| -0% | -$796 | 1.35% | 17 |
|
|
2019
Q4 | $2.11M | Sell |
38,169
-285
| -0.7% | -$15.8K | 1.22% | 16 |
|
|
2019
Q3 | $2.09M | Buy |
38,454
+2
| +0% | +$109 | 1.49% | 13 |
|
|
2019
Q2 | $1.96M | Buy |
38,452
+376
| +1% | +$19.1K | 1.49% | 15 |
|
|
2019
Q1 | $1.78M | Buy |
38,076
+3,001
| +9% | +$141K | 1.41% | 17 |
|
|
2018
Q4 | $1.66M | Sell |
35,075
-682
| -2% | -$32.3K | 1.48% | 14 |
|
|
2018
Q3 | $1.65M | Sell |
35,757
-218
| -0.6% | -$10.1K | 1.13% | 20 |
|
|
2018
Q2 | $1.58M | Buy |
35,975
+62
| +0.2% | +$2.72K | 1.11% | 23 |
|
|
2018
Q1 | $1.56M | Buy |
35,913
+1,350
| +4% | +$58.6K | 1.15% | 21 |
|
|
2017
Q4 | $1.59M | Buy |
34,563
+3,528
| +11% | +$162K | 1.09% | 23 |
|
|
2017
Q3 | $1.4M | Sell |
31,035
-1,150
| -4% | -$51.8K | 1.07% | 30 |
|
|
2017
Q2 | $1.44M | Sell |
32,185
-110
| -0.3% | -$4.93K | 1.18% | 22 |
|
|
2017
Q1 | $1.37M | Buy |
32,295
+7,295
| +29% | +$310K | 1.16% | 23 |
|
|
2016
Q4 | $1.04M | Buy |
+25,000
| New | +$1.04M | 0.94% | 29 |
|