Annex 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 | $502K | Buy |
7,097
+137
| +2% | +$9.69K | 0.01% | 215 |
|
|
2025
Q1 | $498K | Sell |
6,960
-937
| -12% | -$67.1K | 0.01% | 211 |
|
|
2024
Q4 | $492K | Buy |
7,897
+339
| +4% | +$21.1K | 0.01% | 213 |
|
|
2024
Q3 | $543K | Buy |
7,558
+769
| +11% | +$55.3K | 0.02% | 183 |
|
|
2024
Q2 | $432K | Buy |
6,789
+467
| +7% | +$29.7K | 0.02% | 192 |
|
|
2024
Q1 | $387K | Buy |
6,322
+222
| +4% | +$13.6K | 0.01% | 204 |
|
|
2023
Q4 | $359K | Sell |
6,100
-2,604
| -30% | -$153K | 0.02% | 194 |
|
|
2023
Q3 | $487K | Buy |
8,704
+1,981
| +29% | +$111K | 0.03% | 152 |
|
|
2023
Q2 | $405K | Buy |
6,723
+6
| +0.1% | +$361 | 0.02% | 160 |
|
|
2023
Q1 | $417K | Sell |
6,717
-1,608
| -19% | -$99.7K | 0.02% | 158 |
|
|
2022
Q4 | $530K | Sell |
8,325
-616
| -7% | -$39.2K | 0.03% | 147 |
|
|
2022
Q3 | $501K | Sell |
8,941
-934
| -9% | -$52.3K | 0.03% | 146 |
|
|
2022
Q2 | $621K | Buy |
9,875
+2,427
| +33% | +$153K | 0.04% | 145 |
|
|
2022
Q1 | $462K | Buy |
7,448
+273
| +4% | +$16.9K | 0.03% | 155 |
|
|
2021
Q4 | $425K | Buy |
7,175
+653
| +10% | +$38.7K | 0.03% | 167 |
|
|
2021
Q3 | $342K | Sell |
6,522
-309
| -5% | -$16.2K | 0.03% | 161 |
|
|
2021
Q2 | $369K | Buy |
6,831
+501
| +8% | +$27.1K | 0.03% | 163 |
|
|
2021
Q1 | $333K | Sell |
6,330
-355
| -5% | -$18.7K | 0.03% | 155 |
|
|
2020
Q4 | $367K | Buy |
6,685
+223
| +3% | +$12.2K | 0.04% | 141 |
|
|
2020
Q3 | $319K | Buy |
6,462
+26
| +0.4% | +$1.28K | 0.04% | 100 |
|
|
2020
Q2 | $288K | Buy |
6,436
+567
| +10% | +$25.4K | 0.04% | 103 |
|
|
2020
Q1 | $260K | Buy |
5,869
+447
| +8% | +$19.8K | 0.04% | 105 |
|
|
2019
Q4 | $300K | Sell |
5,422
-93
| -2% | -$5.15K | 0.04% | 105 |
|
|
2019
Q3 | $300K | Sell |
5,515
-201
| -4% | -$10.9K | 0.04% | 100 |
|
|
2019
Q2 | $291K | Sell |
5,716
-47
| -0.8% | -$2.39K | 0.04% | 94 |
|
|
2019
Q1 | $270K | Buy |
5,763
+761
| +15% | +$35.7K | 0.04% | 103 |
|
|
2018
Q4 | $237K | Buy |
5,002
+19
| +0.4% | +$900 | 0.04% | 107 |
|
|
2018
Q3 | $230K | Sell |
4,983
-192
| -4% | -$8.86K | 0.04% | 116 |
|
|
2018
Q2 | $227K | Buy |
+5,175
| New | +$227K | 0.04% | 117 |
|
|
2018
Q1 | – | Sell |
-4,662
| Closed | -$214K | – | 133 |
|
|
2017
Q4 | $214K | Buy |
+4,662
| New | +$214K | 0.04% | 115 |
|
|
2017
Q3 | – | Sell |
-4,771
| Closed | -$214K | – | 128 |
|
|
2017
Q2 | $214K | Sell |
4,771
-11
| -0.2% | -$493 | 0.05% | 114 |
|
|
2017
Q1 | $203K | Sell |
4,782
-179
| -4% | -$7.6K | 0.05% | 112 |
|
|
2016
Q4 | $206K | Buy |
+4,961
| New | +$206K | 0.05% | 103 |
|
|
2016
Q3 | – | Sell |
-4,955
| Closed | -$225K | – | 114 |
|
|
2016
Q2 | $225K | Buy |
4,955
+629
| +15% | +$28.6K | 0.06% | 99 |
|
|
2016
Q1 | $201K | Buy |
+4,326
| New | +$201K | 0.06% | 106 |
|