Advisor Resource Council’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 | $276K | Sell |
3,898
-7,243
| -65% | -$512K | 0.11% | 131 |
|
|
2025
Q1 | $551K | Buy |
+11,141
| New | +$551K | 0.04% | 351 |
|
|
2024
Q4 | – | Sell |
-10,697
| Closed | -$769K | – | 175 |
|
|
2024
Q3 | $769K | Buy |
+10,697
| New | +$769K | 0.35% | 71 |
|
|
2024
Q2 | – | Sell |
-5,425
| Closed | -$320K | – | 144 |
|
|
2024
Q1 | $320K | Sell |
5,425
-17,231
| -76% | -$1.02M | 0.14% | 161 |
|
|
2023
Q4 | $1.34M | Buy |
22,656
+17,942
| +381% | +$1.06M | 0.16% | 141 |
|
|
2023
Q3 | $264K | Sell |
4,714
-101
| -2% | -$5.65K | 0.14% | 113 |
|
|
2023
Q2 | $290K | Sell |
4,815
-3,104
| -39% | -$187K | 0.13% | 113 |
|
|
2023
Q1 | $495K | Buy |
7,919
+502
| +7% | +$31.4K | 0.12% | 169 |
|
|
2022
Q4 | $472K | Buy |
7,417
+220
| +3% | +$14K | 0.23% | 79 |
|
|
2022
Q3 | $403K | Sell |
7,197
-21,755
| -75% | -$1.22M | 0.27% | 95 |
|
|
2022
Q2 | $1.82M | Buy |
28,952
+20,808
| +256% | +$1.31M | 0.17% | 136 |
|
|
2022
Q1 | $505K | Sell |
8,144
-19,450
| -70% | -$1.21M | 0.15% | 132 |
|
|
2021
Q4 | $1.63M | Buy |
27,594
+19,289
| +232% | +$1.14M | 0.13% | 172 |
|
|
2021
Q3 | $435K | Sell |
8,305
-15,897
| -66% | -$833K | 0.13% | 145 |
|
|
2021
Q2 | $1.31M | Buy |
+24,202
| New | +$1.31M | 0.14% | 166 |
|