Accredited Investors’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 | $1.04M | Buy |
14,648
+433
| +3% | +$30.6K | 0.06% | 97 |
|
|
2025
Q1 | $1.02M | Buy |
14,215
+200
| +1% | +$14.3K | 0.06% | 91 |
|
|
2024
Q4 | $873K | Buy |
14,015
+122
| +0.9% | +$7.6K | 0.05% | 95 |
|
|
2024
Q3 | $998K | Buy |
13,893
+3,987
| +40% | +$287K | 0.06% | 93 |
|
|
2024
Q2 | $630K | Buy |
9,906
+811
| +9% | +$51.6K | 0.04% | 110 |
|
|
2024
Q1 | $556K | Buy |
9,095
+395
| +5% | +$24.2K | 0.04% | 119 |
|
|
2023
Q4 | $513K | Sell |
8,700
-307
| -3% | -$18.1K | 0.04% | 119 |
|
|
2023
Q3 | $504K | Buy |
9,007
+11
| +0.1% | +$616 | 0.04% | 112 |
|
|
2023
Q2 | $542K | Sell |
8,996
-954
| -10% | -$57.5K | 0.04% | 107 |
|
|
2023
Q1 | $617K | Buy |
9,950
+16
| +0.2% | +$992 | 0.05% | 97 |
|
|
2022
Q4 | $632K | Sell |
9,934
-649
| -6% | -$41.3K | 0.05% | 89 |
|
|
2022
Q3 | $593K | Buy |
10,583
+248
| +2% | +$13.9K | 0.07% | 88 |
|
|
2022
Q2 | $650K | Sell |
10,335
-28
| -0.3% | -$1.76K | 0.08% | 89 |
|
|
2022
Q1 | $642K | Buy |
10,363
+624
| +6% | +$38.7K | 0.06% | 95 |
|
|
2021
Q4 | $577K | Buy |
9,739
+46
| +0.5% | +$2.73K | 0.05% | 103 |
|
|
2021
Q3 | $509K | Buy |
9,693
+64
| +0.7% | +$3.36K | 0.06% | 103 |
|
|
2021
Q2 | $521K | Sell |
9,629
-483
| -5% | -$26.1K | 0.05% | 103 |
|
|
2021
Q1 | $533K | Sell |
10,112
-806
| -7% | -$42.5K | 0.07% | 95 |
|
|
2020
Q4 | $599K | Buy |
10,918
+835
| +8% | +$45.8K | 0.1% | 83 |
|
|
2020
Q3 | $498K | Buy |
10,083
+351
| +4% | +$17.3K | 0.1% | 85 |
|
|
2020
Q2 | $435K | Hold |
9,732
| – | – | 0.09% | 88 |
|
|
2020
Q1 | $431K | Buy |
9,732
+2,200
| +29% | +$97.4K | 0.1% | 86 |
|
|
2019
Q4 | $417K | Buy |
7,532
+375
| +5% | +$20.8K | 0.07% | 96 |
|
|
2019
Q3 | $390K | Hold |
7,157
| – | – | 0.08% | 91 |
|
|
2019
Q2 | $364K | Sell |
7,157
-200
| -3% | -$10.2K | 0.07% | 98 |
|
|
2019
Q1 | $345K | Buy |
7,357
+1,200
| +19% | +$56.3K | 0.07% | 98 |
|
|
2018
Q4 | $292K | Buy |
+6,157
| New | +$292K | 0.07% | 97 |
|
|
2018
Q1 | – | Sell |
-6,351
| Closed | -$291K | – | 122 |
|
|
2017
Q4 | $291K | Sell |
6,351
-483
| -7% | -$22.1K | 0.08% | 91 |
|
|
2017
Q3 | $308K | Buy |
+6,834
| New | +$308K | 0.09% | 86 |
|