Analyst IMS Investment Management 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 | $1.78M | Buy |
25,190
+860
| +4% | +$60.8K | 0.06% | 68 |
|
|
2025
Q1 | $1.74M | Sell |
24,330
-2,069
| -8% | -$148K | 0.07% | 68 |
|
|
2024
Q4 | $1.64M | Buy |
26,399
+4,902
| +23% | +$305K | 0.06% | 67 |
|
|
2024
Q3 | $1.55M | Buy |
21,497
+15,674
| +269% | +$1.13M | 0.06% | 65 |
|
|
2024
Q2 | $371K | Buy |
+5,823
| New | +$371K | 0.02% | 109 |
|
|
2018
Q4 | – | Sell |
-2,400
| Closed | -$110 | – | 138 |
|
|
2018
Q3 | $110 | Buy |
+2,400
| New | +$110 | 0.02% | 117 |
|
|
2017
Q4 | – | Sell |
-36,638
| Closed | -$1.65M | – | 108 |
|
|
2017
Q3 | $1.65M | Sell |
36,638
-230
| -0.6% | -$10.3K | 0.54% | 38 |
|
|
2017
Q2 | $1.65M | Hold |
36,868
| – | – | 0.59% | 37 |
|
|
2017
Q1 | $1.57M | Hold |
36,868
| – | – | 0.61% | 37 |
|
|
2016
Q4 | $1.53M | Sell |
36,868
-623
| -2% | -$25.8K | 0.67% | 36 |
|
|
2016
Q3 | $1.59M | Hold |
37,491
| – | – | 0.67% | 37 |
|
|
2016
Q2 | $1.7M | Sell |
37,491
-2,084
| -5% | -$94.4K | 0.72% | 34 |
|
|
2016
Q1 | $1.84M | Sell |
39,575
-282
| -0.7% | -$13.1K | 0.79% | 35 |
|
|
2015
Q4 | $1.71M | Hold |
39,857
| – | – | 0.71% | 37 |
|
|
2015
Q3 | $1.6M | Sell |
39,857
-2,031
| -5% | -$81.5K | 0.67% | 42 |
|
|
2015
Q2 | $1.64M | Sell |
41,888
-142
| -0.3% | -$5.57K | 0.64% | 49 |
|
|
2015
Q1 | $1.7M | Sell |
42,030
-1,658
| -4% | -$67.2K | 0.66% | 43 |
|
|
2014
Q4 | $1.85M | Buy |
+43,688
| New | +$1.85M | 0.71% | 39 |
|