Advisor OS’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 | $2.69M | Buy |
38,038
+2,662
| +8% | +$188K | 0.26% | 59 |
|
|
2025
Q1 | $2.53M | Buy |
35,376
+1,596
| +5% | +$114K | 0.29% | 54 |
|
|
2024
Q4 | $2.1M | Buy |
33,780
+2,142
| +7% | +$133K | 0.24% | 64 |
|
|
2024
Q3 | $2.27M | Buy |
31,638
+1,341
| +4% | +$96.4K | 0.23% | 82 |
|
|
2024
Q2 | $1.93M | Buy |
30,297
+3,735
| +14% | +$238K | 0.21% | 89 |
|
|
2024
Q1 | $1.63M | Buy |
26,562
+5,991
| +29% | +$367K | 0.19% | 98 |
|
|
2023
Q4 | $1.21M | Buy |
20,571
+3,392
| +20% | +$200K | 0.16% | 120 |
|
|
2023
Q3 | $962K | Buy |
17,179
+748
| +5% | +$41.9K | 0.14% | 136 |
|
|
2023
Q2 | $989K | Buy |
16,431
+6,016
| +58% | +$362K | 0.16% | 126 |
|
|
2023
Q1 | $646K | Buy |
10,415
+1,314
| +14% | +$81.5K | 0.16% | 149 |
|
|
2022
Q4 | $579K | Buy |
9,101
+685
| +8% | +$43.6K | 0.15% | 143 |
|
|
2022
Q3 | $472K | Sell |
8,416
-81
| -1% | -$4.54K | 0.14% | 135 |
|
|
2022
Q2 | $535K | Buy |
8,497
+572
| +7% | +$36K | 0.16% | 138 |
|
|
2022
Q1 | $492K | Sell |
7,925
-13
| -0.2% | -$807 | 0.14% | 146 |
|
|
2021
Q4 | $469K | Buy |
7,938
+300
| +4% | +$17.7K | 0.1% | 177 |
|
|
2021
Q3 | $400K | Buy |
7,638
+41
| +0.5% | +$2.15K | 0.09% | 175 |
|
|
2021
Q2 | $411K | Sell |
7,597
-187
| -2% | -$10.1K | 0.09% | 157 |
|
|
2021
Q1 | $410K | Buy |
7,784
+26
| +0.3% | +$1.37K | 0.09% | 131 |
|
|
2020
Q4 | $425K | Buy |
+7,758
| New | +$425K | 0.11% | 92 |
|
|
2020
Q3 | – | Sell |
-9,692
| Closed | -$433K | – | 129 |
|
|
2020
Q2 | $433K | Buy |
+9,692
| New | +$433K | 0.26% | 80 |
|