Advisory Alpha’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 | $1.32M | Sell |
18,617
-437
| -2% | -$30.9K | 0.04% | 140 |
|
|
2025
Q1 | $1.36M | Buy |
19,054
+1,731
| +10% | +$124K | 0.05% | 138 |
|
|
2024
Q4 | $1.08M | Buy |
17,323
+637
| +4% | +$39.7K | 0.04% | 148 |
|
|
2024
Q3 | $1.2M | Buy |
16,686
+2,585
| +18% | +$186K | 0.04% | 138 |
|
|
2024
Q2 | $898K | Buy |
14,101
+804
| +6% | +$51.2K | 0.04% | 157 |
|
|
2024
Q1 | $814K | Buy |
13,297
+2,990
| +29% | +$183K | 0.03% | 176 |
|
|
2023
Q4 | $607K | Buy |
10,307
+1,426
| +16% | +$84K | 0.03% | 187 |
|
|
2023
Q3 | $497K | Buy |
8,881
+731
| +9% | +$40.9K | 0.03% | 194 |
|
|
2023
Q2 | $491K | Buy |
8,150
+1,618
| +25% | +$97.4K | 0.03% | 213 |
|
|
2023
Q1 | $405K | Buy |
6,532
+23
| +0.4% | +$1.43K | 0.03% | 201 |
|
|
2022
Q4 | $414K | Sell |
6,509
-551
| -8% | -$35.1K | 0.03% | 176 |
|
|
2022
Q3 | $396K | Sell |
7,060
-211
| -3% | -$11.8K | 0.03% | 176 |
|
|
2022
Q2 | $457K | Buy |
7,271
+906
| +14% | +$56.9K | 0.03% | 166 |
|
|
2022
Q1 | $395K | Buy |
6,365
+828
| +15% | +$51.4K | 0.03% | 191 |
|
|
2021
Q4 | $328K | Sell |
5,537
-63
| -1% | -$3.73K | 0.02% | 210 |
|
|
2021
Q3 | $294K | Buy |
5,600
+739
| +15% | +$38.8K | 0.02% | 207 |
|
|
2021
Q2 | $263K | Buy |
4,861
+2
| +0% | +$108 | 0.02% | 166 |
|
|
2021
Q1 | $256K | Buy |
4,859
+46
| +1% | +$2.42K | 0.03% | 150 |
|
|
2020
Q4 | $264K | Buy |
4,813
+493
| +11% | +$27K | 0.05% | 88 |
|
|
2020
Q3 | $214K | Buy |
+4,320
| New | +$214K | 0.05% | 88 |
|
|
2020
Q2 | – | Sell |
-5,318
| Closed | -$240K | – | 374 |
|
|
2020
Q1 | $240K | Buy |
5,318
+849
| +19% | +$38.3K | 0.07% | 80 |
|
|
2019
Q4 | $251K | Sell |
4,469
-311
| -7% | -$17.5K | 0.06% | 120 |
|
|
2019
Q3 | $257K | Sell |
4,780
-65
| -1% | -$3.5K | 0.08% | 98 |
|
|
2019
Q2 | $249K | Buy |
4,845
+109
| +2% | +$5.6K | 0.08% | 99 |
|
|
2019
Q1 | $224K | Buy |
4,736
+600
| +15% | +$28.4K | 0.08% | 99 |
|
|
2018
Q4 | $205K | Buy |
+4,136
| New | +$205K | 0.1% | 89 |
|