America First 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 | $1.19M | Hold |
16,848
| – | – | 0.24% | 25 |
|
2025
Q1 | $1.21M | Hold |
16,848
| – | – | 0.25% | 23 |
|
2024
Q4 | $1.05M | Hold |
16,848
| – | – | 0.23% | 23 |
|
2024
Q3 | $1.21M | Hold |
16,848
| – | – | 0.27% | 24 |
|
2024
Q2 | $1.07M | Hold |
16,848
| – | – | 0.26% | 25 |
|
2024
Q1 | $1.03M | Hold |
16,848
| – | – | 0.25% | 26 |
|
2023
Q4 | $993K | Hold |
16,848
| – | – | 0.26% | 24 |
|
2023
Q3 | $943K | Hold |
16,848
| – | – | 0.26% | 25 |
|
2023
Q2 | $1.01M | Hold |
16,848
| – | – | 0.27% | 25 |
|
2023
Q1 | $1.05M | Buy |
16,848
+1,000
| +6% | +$62K | 0.3% | 25 |
|
2022
Q4 | $1.01M | Hold |
15,848
| – | – | 0.3% | 25 |
|
2022
Q3 | $888K | Hold |
15,848
| – | – | 0.31% | 24 |
|
2022
Q2 | $997K | Buy |
15,848
+1,571
| +11% | +$98.8K | 0.32% | 24 |
|
2022
Q1 | $885K | Hold |
14,277
| – | – | 0.26% | 25 |
|
2021
Q4 | $845K | Hold |
14,277
| – | – | 0.24% | 26 |
|
2021
Q3 | $749K | Buy |
14,277
+1,310
| +10% | +$68.7K | 0.23% | 27 |
|
2021
Q2 | $702K | Hold |
12,967
| – | – | 0.21% | 30 |
|
2021
Q1 | $683K | Hold |
12,967
| – | – | 0.21% | 32 |
|
2020
Q4 | $711K | Hold |
12,967
| – | – | 0.22% | 30 |
|
2020
Q3 | $640K | Hold |
12,967
| – | – | 0.2% | 31 |
|
2020
Q2 | $579K | Hold |
12,967
| – | – | 0.18% | 33 |
|
2020
Q1 | $574K | Buy |
12,967
+10,290
| +384% | +$455K | 0.21% | 33 |
|
2019
Q4 | $148K | Hold |
2,677
| – | – | 0.04% | 43 |
|
2019
Q3 | $146K | Sell |
2,677
-523
| -16% | -$28.5K | 0.04% | 43 |
|
2019
Q2 | $163K | Sell |
3,200
-200
| -6% | -$10.2K | 0.05% | 42 |
|
2019
Q1 | $159K | Hold |
3,400
| – | – | 0.05% | 43 |
|
2018
Q4 | $161K | Sell |
3,400
-4
| -0.1% | -$189 | 0.05% | 43 |
|
2018
Q3 | $157K | Sell |
3,404
-66
| -2% | -$3.04K | 0.05% | 43 |
|
2018
Q2 | $152K | Sell |
3,470
-143
| -4% | -$6.26K | 0.05% | 42 |
|
2018
Q1 | $157K | Sell |
3,613
-319
| -8% | -$13.9K | 0.06% | 42 |
|
2017
Q4 | $180K | Buy |
3,932
+901
| +30% | +$41.2K | 0.06% | 42 |
|
2017
Q3 | $136K | Sell |
3,031
-800
| -21% | -$35.9K | 0.05% | 48 |
|
2017
Q2 | $172K | Sell |
3,831
-139
| -4% | -$6.24K | 0.06% | 45 |
|
2017
Q1 | $168K | Sell |
3,970
-241
| -6% | -$10.2K | 0.06% | 48 |
|
2016
Q4 | $175K | Sell |
4,211
-179
| -4% | -$7.44K | 0.07% | 43 |
|
2016
Q3 | $186K | Hold |
4,390
| – | – | 0.08% | 46 |
|
2016
Q2 | $199K | Sell |
4,390
-140
| -3% | -$6.35K | 0.08% | 44 |
|
2016
Q1 | $210K | Hold |
4,530
| – | – | 0.09% | 42 |
|
2015
Q4 | $195K | Sell |
4,530
-130
| -3% | -$5.6K | 0.09% | 44 |
|
2015
Q3 | $187K | Hold |
4,660
| – | – | 0.09% | 43 |
|
2015
Q2 | $183K | Buy |
4,660
+210
| +5% | +$8.25K | 0.08% | 44 |
|
2015
Q1 | $180K | Hold |
4,450
| – | – | 0.08% | 48 |
|
2014
Q4 | $188K | Hold |
4,450
| – | – | 0.08% | 48 |
|
2014
Q3 | $190K | Hold |
4,450
| – | – | 0.09% | 48 |
|
2014
Q2 | $189K | Hold |
4,450
| – | – | 0.08% | 49 |
|
2014
Q1 | $172K | Sell |
4,450
-259
| -6% | -$10K | 0.08% | 50 |
|
2013
Q4 | $195K | Hold |
4,709
| – | – | 0.09% | 50 |
|
2013
Q3 | $178K | Buy |
4,709
+3,200
| +212% | +$121K | 0.09% | 49 |
|
2013
Q2 | $61K | Buy |
+1,509
| New | +$61K | 0.03% | 68 |
|