Ameritas Advisory Services’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 | $3.82M | Sell |
53,930
-6,084
| -10% | -$430K | 0.2% | 110 |
|
|
2025
Q1 | $4.09M | Sell |
60,014
-1,308
| -2% | -$89.1K | 0.17% | 139 |
|
|
2024
Q4 | $3.82M | Buy |
61,322
+1,166
| +2% | +$72.6K | 0.13% | 153 |
|
|
2024
Q3 | $4.32M | Buy |
60,156
+2,404
| +4% | +$173K | 0.19% | 122 |
|
|
2024
Q2 | $3.68M | Buy |
57,752
+683
| +1% | +$43.5K | 0.14% | 152 |
|
|
2024
Q1 | $3.51M | Buy |
57,069
+4,112
| +8% | +$253K | 0.14% | 143 |
|
|
2023
Q4 | $3.14M | Sell |
52,957
-7,393
| -12% | -$438K | 0.17% | 120 |
|
|
2023
Q3 | $3.34M | Buy |
60,350
+40,425
| +203% | +$2.24M | 0.17% | 121 |
|
|
2023
Q2 | $1.19M | Sell |
19,925
-50,322
| -72% | -$3.01M | 0.15% | 155 |
|
|
2023
Q1 | $4.46M | Sell |
70,247
-3,832
| -5% | -$243K | 0.22% | 91 |
|
|
2022
Q4 | $4.71M | Buy |
74,079
+8,046
| +12% | +$512K | 0.22% | 100 |
|
|
2022
Q3 | $3.7M | Buy |
66,033
+1,742
| +3% | +$97.6K | 0.22% | 97 |
|
|
2022
Q2 | $4.05M | Buy |
64,291
+3,939
| +7% | +$248K | 0.23% | 90 |
|
|
2022
Q1 | $3.74M | Buy |
60,352
+1,928
| +3% | +$120K | 0.14% | 120 |
|
|
2021
Q4 | $3.46M | Buy |
+58,424
| New | +$3.46M | 0.13% | 136 |
|