Ameritas Investment Partners’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 | $3.6M | Sell |
50,942
-381
| -0.7% | -$27K | 0.11% | 161 |
|
|
2025
Q1 | $3.68M | Sell |
51,323
-7,278
| -12% | -$521K | 0.13% | 140 |
|
|
2024
Q4 | $3.65M | Buy |
58,601
+247
| +0.4% | +$15.4K | 0.12% | 142 |
|
|
2024
Q3 | $4.19M | Sell |
58,354
-6,214
| -10% | -$447K | 0.14% | 126 |
|
|
2024
Q2 | $4.11M | Sell |
64,568
-39,196
| -38% | -$2.49M | 0.14% | 119 |
|
|
2024
Q1 | $6.35M | Sell |
103,764
-4,307
| -4% | -$264K | 0.22% | 67 |
|
|
2023
Q4 | $6.37M | Sell |
108,071
-23,818
| -18% | -$1.4M | 0.23% | 58 |
|
|
2023
Q3 | $7.38M | Buy |
131,889
+286
| +0.2% | +$16K | 0.3% | 46 |
|
|
2023
Q2 | $7.93M | Sell |
131,603
-6,878
| -5% | -$414K | 0.3% | 43 |
|
|
2023
Q1 | $8.59M | Sell |
138,481
-160
| -0.1% | -$9.93K | 0.34% | 37 |
|
|
2022
Q4 | $8.66M | Sell |
138,641
-348
| -0.3% | -$21.7K | 0.35% | 33 |
|
|
2022
Q3 | $7.78M | Sell |
138,989
-17,740
| -11% | -$994K | 0.35% | 35 |
|
|
2022
Q2 | $9.86M | Sell |
156,729
-1,908
| -1% | -$120K | 0.43% | 27 |
|
|
2022
Q1 | $9.84M | Sell |
158,637
-30
| -0% | -$1.86K | 0.35% | 31 |
|
|
2021
Q4 | $9.39M | Buy |
158,667
+1,196
| +0.8% | +$70.8K | 0.32% | 40 |
|
|
2021
Q3 | $8.26M | Sell |
157,471
-1,888
| -1% | -$99.1K | 0.3% | 43 |
|
|
2021
Q2 | $8.62M | Buy |
159,359
+17,255
| +12% | +$934K | 0.31% | 37 |
|
|
2021
Q1 | $7.63M | Sell |
142,104
-957
| -0.7% | -$51.4K | 0.29% | 46 |
|
|
2020
Q4 | $7.84M | Sell |
143,061
-664
| -0.5% | -$36.4K | 0.36% | 33 |
|
|
2020
Q3 | $7.1M | Buy |
143,725
+2,405
| +2% | +$119K | 0.32% | 45 |
|
|
2020
Q2 | $6.31M | Sell |
141,320
-3,596
| -2% | -$161K | 0.3% | 47 |
|
|
2020
Q1 | $6.41M | Buy |
144,916
+5,795
| +4% | +$256K | 0.36% | 38 |
|
|
2019
Q4 | $7.7M | Sell |
139,121
-7,866
| -5% | -$435K | 0.34% | 37 |
|
|
2019
Q3 | $8M | Buy |
146,987
+22,072
| +18% | +$1.2M | 0.37% | 36 |
|
|
2019
Q2 | $6.36M | Sell |
124,915
-2,176
| -2% | -$111K | 0.29% | 41 |
|
|
2019
Q1 | $5.95M | Sell |
127,091
-21,000
| -14% | -$984K | 0.28% | 46 |
|
|
2018
Q4 | $7.01M | Buy |
148,091
+79
| +0.1% | +$3.74K | 0.38% | 33 |
|
|
2018
Q3 | $6.84M | Sell |
148,012
-9,677
| -6% | -$447K | 0.32% | 40 |
|
|
2018
Q2 | $6.92M | Sell |
157,689
-7,458
| -5% | -$327K | 0.33% | 33 |
|
|
2018
Q1 | $7.17M | Sell |
165,147
-22,945
| -12% | -$996K | 0.34% | 33 |
|
|
2017
Q4 | $9.15M | Sell |
188,092
-19,042
| -9% | -$926K | 0.42% | 26 |
|
|
2017
Q3 | $9.37M | Sell |
207,134
-595
| -0.3% | -$26.9K | 0.44% | 27 |
|
|
2017
Q2 | $9.32M | Buy |
207,729
+4,713
| +2% | +$211K | 0.45% | 23 |
|
|
2017
Q1 | $8.61M | Sell |
203,016
-14,015
| -6% | -$595K | 0.43% | 29 |
|
|
2016
Q4 | $9M | Buy |
217,031
+30,239
| +16% | +$1.25M | 0.45% | 27 |
|
|
2016
Q3 | $7.9M | Buy |
186,792
+35,629
| +24% | +$1.51M | 0.43% | 31 |
|
|
2016
Q2 | $6.85M | Buy |
151,163
+6,454
| +4% | +$293K | 0.45% | 36 |
|
|
2016
Q1 | $6.71M | Buy |
144,709
+70,185
| +94% | +$3.26M | 0.45% | 34 |
|
|
2015
Q4 | $3.2M | Buy |
74,524
+456
| +0.6% | +$19.6K | 0.22% | 86 |
|
|
2015
Q3 | $2.97M | Hold |
74,068
| – | – | 0.21% | 94 |
|
|
2015
Q2 | $2.91M | Sell |
74,068
-95
| -0.1% | -$3.73K | 0.19% | 120 |
|
|
2015
Q1 | $3.01M | Sell |
74,163
-38,358
| -34% | -$1.56M | 0.2% | 108 |
|
|
2014
Q4 | $4.75M | Sell |
112,521
-7,618
| -6% | -$322K | 0.33% | 53 |
|
|
2014
Q3 | $5.13M | Sell |
120,139
-22,622
| -16% | -$965K | 0.37% | 46 |
|
|
2014
Q2 | $6.05M | Sell |
142,761
-14,590
| -9% | -$618K | 0.44% | 34 |
|
|
2014
Q1 | $6.08M | Sell |
157,351
-4,548
| -3% | -$176K | 0.48% | 36 |
|
|
2013
Q4 | $6.69M | Sell |
161,899
-705
| -0.4% | -$29.1K | 0.53% | 27 |
|
|
2013
Q3 | $6.16M | Buy |
162,604
+80,694
| +99% | +$3.06M | 0.58% | 19 |
|
|
2013
Q2 | $3.29M | Buy |
+81,910
| New | +$3.29M | 0.9% | 15 |
|