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Affinity Capital Advisors’s Coca-Cola KO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$326K Sell
4,603
-3,624
-44% -$256K 0.06% 120
2025
Q1
$588K Sell
8,227
-182
-2% -$13K 0.12% 83
2024
Q4
$512K Hold
8,409
0.1% 91
2024
Q3
$604K Sell
8,409
-5
-0.1% -$359 0.12% 91
2024
Q2
$536K Sell
8,414
-21
-0.2% -$1.34K 0.11% 90
2024
Q1
$516K Buy
8,435
+75
+0.9% +$4.59K 0.12% 89
2023
Q4
$493K Sell
8,360
-200
-2% -$11.8K 0.12% 88
2023
Q3
$479K Sell
8,560
-2
-0% -$112 0.13% 84
2023
Q2
$516K Sell
8,562
-552
-6% -$33.2K 0.14% 75
2023
Q1
$565K Sell
9,114
-458
-5% -$28.4K 0.18% 69
2022
Q4
$609K Buy
9,572
+5
+0.1% +$318 0.21% 57
2022
Q3
$536K Buy
9,567
+1,838
+24% +$103K 0.19% 62
2022
Q2
$486K Hold
7,729
0.17% 67
2022
Q1
$479K Sell
7,729
-738
-9% -$45.7K 0.15% 67
2021
Q4
$501K Buy
8,467
+314
+4% +$18.6K 0.15% 70
2021
Q3
$428K Sell
8,153
-548
-6% -$28.8K 0.14% 75
2021
Q2
$471K Buy
8,701
+100
+1% +$5.41K 0.16% 74
2021
Q1
$453K Buy
8,601
+179
+2% +$9.43K 0.17% 73
2020
Q4
$462K Buy
8,422
+100
+1% +$5.49K 0.19% 66
2020
Q3
$411K Buy
8,322
+450
+6% +$22.2K 0.23% 62
2020
Q2
$352K Sell
7,872
-231
-3% -$10.3K 0.23% 66
2020
Q1
$389K Sell
8,103
-25
-0.3% -$1.2K 0.28% 59
2019
Q4
$450K Buy
+8,128
New +$450K 0.3% 53