AIMZ Investment Advisors’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 | $1.74M | Sell |
24,577
-62
| -0.3% | -$4.39K | 0.58% | 53 |
|
|
2025
Q1 | $1.76M | Sell |
24,639
-100
| -0.4% | -$7.16K | 0.62% | 54 |
|
|
2024
Q4 | $1.54M | Sell |
24,739
-190
| -0.8% | -$11.8K | 0.54% | 58 |
|
|
2024
Q3 | $1.79M | Sell |
24,929
-645
| -3% | -$46.4K | 0.61% | 48 |
|
|
2024
Q2 | $1.63M | Buy |
25,574
+5
| +0% | +$318 | 0.58% | 50 |
|
|
2024
Q1 | $1.56M | Sell |
25,569
-1,450
| -5% | -$88.7K | 0.58% | 56 |
|
|
2023
Q4 | $1.59M | Sell |
27,019
-19
| -0.1% | -$1.12K | 0.65% | 51 |
|
|
2023
Q3 | $1.51M | Sell |
27,038
-295
| -1% | -$16.5K | 0.67% | 49 |
|
|
2023
Q2 | $1.65M | Buy |
27,333
+5
| +0% | +$301 | 0.71% | 48 |
|
|
2023
Q1 | $1.7M | Sell |
27,328
-50
| -0.2% | -$3.1K | 0.76% | 45 |
|
|
2022
Q4 | $1.74M | Sell |
27,378
-111
| -0.4% | -$7.06K | 0.82% | 44 |
|
|
2022
Q3 | $1.54M | Sell |
27,489
-246
| -0.9% | -$13.8K | 0.78% | 45 |
|
|
2022
Q2 | $1.75M | Sell |
27,735
-95
| -0.3% | -$5.98K | 0.84% | 43 |
|
|
2022
Q1 | $1.73M | Sell |
27,830
-1,067
| -4% | -$66.1K | 0.71% | 48 |
|
|
2021
Q4 | $1.71M | Buy |
28,897
+1,009
| +4% | +$59.7K | 0.67% | 51 |
|
|
2021
Q3 | $1.46M | Buy |
27,888
+5
| +0% | +$262 | 0.66% | 51 |
|
|
2021
Q2 | $1.51M | Sell |
27,883
-45
| -0.2% | -$2.44K | 0.68% | 51 |
|
|
2021
Q1 | $1.47M | Sell |
27,928
-297
| -1% | -$15.7K | 0.72% | 47 |
|
|
2020
Q4 | $1.55M | Buy |
28,225
+271
| +1% | +$14.9K | 0.81% | 41 |
|
|
2020
Q3 | $1.38M | Sell |
27,954
-64
| -0.2% | -$3.16K | 0.83% | 41 |
|
|
2020
Q2 | $1.25M | Sell |
28,018
-116
| -0.4% | -$5.18K | 0.81% | 41 |
|
|
2020
Q1 | $1.25M | Hold |
28,134
| – | – | 0.97% | 37 |
|
|
2019
Q4 | $1.56M | Sell |
28,134
-191
| -0.7% | -$10.6K | 1.01% | 38 |
|
|
2019
Q3 | $1.54M | Sell |
28,325
-816
| -3% | -$44.4K | 1.06% | 35 |
|
|
2019
Q2 | $1.48M | Buy |
29,141
+5
| +0% | +$255 | 1.02% | 34 |
|
|
2019
Q1 | $1.37M | Sell |
29,136
-200
| -0.7% | -$9.37K | 0.94% | 43 |
|
|
2018
Q4 | $1.39M | Sell |
29,336
-1,891
| -6% | -$89.5K | 1.07% | 36 |
|
|
2018
Q3 | $1.44M | Buy |
31,227
+5
| +0% | +$231 | 0.93% | 40 |
|
|
2018
Q2 | $1.37M | Sell |
31,222
-95
| -0.3% | -$4.17K | 0.97% | 41 |
|
|
2018
Q1 | $1.36M | Sell |
31,317
-250
| -0.8% | -$10.9K | 0.99% | 40 |
|
|
2017
Q4 | $1.45M | Sell |
31,567
-361
| -1% | -$16.6K | 1.09% | 36 |
|
|
2017
Q3 | $1.44M | Sell |
31,928
-596
| -2% | -$26.8K | 1.18% | 35 |
|
|
2017
Q2 | $1.46M | Sell |
32,524
-195
| -0.6% | -$8.75K | 1.23% | 31 |
|
|
2017
Q1 | $1.39M | Buy |
32,719
+18
| +0.1% | +$764 | 1.17% | 32 |
|
|
2016
Q4 | $1.36M | Sell |
32,701
-492
| -1% | -$20.4K | 1.21% | 32 |
|
|
2016
Q3 | $1.41M | Sell |
33,193
-95
| -0.3% | -$4.02K | 1.26% | 29 |
|
|
2016
Q2 | $1.51M | Sell |
33,288
-34,965
| -51% | -$1.59M | 1.38% | 27 |
|
|
2016
Q1 | $2.96M | Buy |
68,253
+34,168
| +100% | +$1.48M | 1.31% | 24 |
|
|
2015
Q4 | $1.46M | Sell |
34,085
-491
| -1% | -$21.1K | 1.33% | 26 |
|
|
2015
Q3 | $1.39M | Sell |
34,576
-96
| -0.3% | -$3.85K | 1.27% | 29 |
|
|
2015
Q2 | $1.36M | Buy |
34,672
+4
| +0% | +$157 | 1.18% | 32 |
|
|
2015
Q1 | $1.41M | Sell |
34,668
-1,500
| -4% | -$60.8K | 1.2% | 29 |
|
|
2014
Q4 | $1.53M | Buy |
+36,168
| New | +$1.53M | 1.36% | 25 |
|