Advocate Group’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 | $925K | Hold |
13,070
| – | – | 0.17% | 80 |
|
|
2025
Q1 | $936K | Sell |
13,070
-39
| -0.3% | -$2.79K | 0.17% | 79 |
|
|
2024
Q4 | $816K | Hold |
13,109
| – | – | 0.15% | 80 |
|
|
2024
Q3 | $942K | Sell |
13,109
-105
| -0.8% | -$7.55K | 0.17% | 81 |
|
|
2024
Q2 | $841K | Sell |
13,214
-179
| -1% | -$11.4K | 0.17% | 84 |
|
|
2024
Q1 | $819K | Sell |
13,393
-474
| -3% | -$29K | 0.16% | 85 |
|
|
2023
Q4 | $817K | Sell |
13,867
-278
| -2% | -$16.4K | 0.18% | 83 |
|
|
2023
Q3 | $792K | Sell |
14,145
-1,064
| -7% | -$59.6K | 0.18% | 81 |
|
|
2023
Q2 | $916K | Sell |
15,209
-1,166
| -7% | -$70.2K | 0.2% | 81 |
|
|
2023
Q1 | $1.02M | Sell |
16,375
-3,044
| -16% | -$189K | 0.22% | 77 |
|
|
2022
Q4 | $1.24M | Sell |
19,419
-3,885
| -17% | -$247K | 0.27% | 71 |
|
|
2022
Q3 | $1.31M | Sell |
23,304
-2,022
| -8% | -$113K | 0.32% | 66 |
|
|
2022
Q2 | $1.59M | Buy |
+25,326
| New | +$1.59M | 0.37% | 64 |
|