Addison Advisors’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 | $724K | Buy |
10,227
+1,798
| +21% | +$127K | 0.18% | 97 |
|
|
2025
Q1 | $604K | Sell |
8,429
-109
| -1% | -$7.81K | 0.16% | 92 |
|
|
2024
Q4 | $532K | Sell |
8,538
-97
| -1% | -$6.04K | 0.15% | 99 |
|
|
2024
Q3 | $621K | Sell |
8,635
-218
| -2% | -$15.7K | 0.17% | 92 |
|
|
2024
Q2 | $563K | Buy |
8,853
+551
| +7% | +$35.1K | 0.18% | 89 |
|
|
2024
Q1 | $508K | Sell |
8,302
-105
| -1% | -$6.42K | 0.17% | 98 |
|
|
2023
Q4 | $495K | Buy |
8,407
+33
| +0.4% | +$1.95K | 0.19% | 88 |
|
|
2023
Q3 | $469K | Buy |
8,374
+239
| +3% | +$13.4K | 0.22% | 81 |
|
|
2023
Q2 | $490K | Buy |
8,135
+8
| +0.1% | +$482 | 0.24% | 80 |
|
|
2023
Q1 | $504K | Sell |
8,127
-27
| -0.3% | -$1.68K | 0.28% | 74 |
|
|
2022
Q4 | $519K | Sell |
8,154
-244
| -3% | -$15.5K | 0.31% | 67 |
|
|
2022
Q3 | $470K | Buy |
8,398
+60
| +0.7% | +$3.36K | 0.29% | 69 |
|
|
2022
Q2 | $525K | Sell |
8,338
-229
| -3% | -$14.4K | 0.32% | 64 |
|
|
2022
Q1 | $531K | Buy |
8,567
+928
| +12% | +$57.5K | 0.29% | 68 |
|
|
2021
Q4 | $452K | Sell |
7,639
-67
| -0.9% | -$3.96K | 0.28% | 70 |
|
|
2021
Q3 | $404K | Buy |
7,706
+20
| +0.3% | +$1.05K | 0.32% | 52 |
|
|
2021
Q2 | $416K | Buy |
+7,686
| New | +$416K | 0.34% | 51 |
|
|
2020
Q4 | $415K | Buy |
+7,575
| New | +$415K | 0.4% | 51 |
|