Apella Capital’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 | $1.43M | Buy |
20,192
+2,483
| +14% | +$176K | 0.04% | 180 |
|
|
2025
Q1 | $1.24M | Buy |
17,709
+6,909
| +64% | +$483K | 0.04% | 170 |
|
|
2024
Q4 | $672K | Buy |
10,800
+267
| +3% | +$16.6K | 0.03% | 204 |
|
|
2024
Q3 | $748K | Buy |
10,533
+146
| +1% | +$10.4K | 0.03% | 183 |
|
|
2024
Q2 | $651K | Buy |
10,387
+2,790
| +37% | +$175K | 0.03% | 187 |
|
|
2024
Q1 | $454K | Sell |
7,597
-160
| -2% | -$9.56K | 0.02% | 198 |
|
|
2023
Q4 | $464K | Sell |
7,757
-549
| -7% | -$32.8K | 0.03% | 191 |
|
|
2023
Q3 | $465K | Sell |
8,306
-478
| -5% | -$26.8K | 0.03% | 177 |
|
|
2023
Q2 | $529K | Buy |
+8,784
| New | +$529K | 0.04% | 169 |
|
|
2022
Q4 | $498K | Sell |
7,829
-1,384
| -15% | -$88K | 0.05% | 152 |
|
|
2022
Q3 | $516K | Sell |
9,213
-1,510
| -14% | -$84.6K | 0.06% | 130 |
|
|
2022
Q2 | $675K | Buy |
10,723
+3,621
| +51% | +$228K | 0.08% | 116 |
|
|
2022
Q1 | $440K | Buy |
7,102
+220
| +3% | +$13.6K | 0.06% | 135 |
|
|
2021
Q4 | $407K | Hold |
6,882
| – | – | 0.05% | 140 |
|
|
2021
Q3 | $361K | Sell |
6,882
-640
| -9% | -$33.6K | 0.05% | 151 |
|
|
2021
Q2 | $407K | Buy |
7,522
+1,522
| +25% | +$82.4K | 0.07% | 153 |
|
|
2021
Q1 | $316K | Sell |
6,000
-200
| -3% | -$10.5K | 0.1% | 107 |
|
|
2020
Q4 | $340K | Sell |
6,200
-175
| -3% | -$9.6K | 0.12% | 96 |
|
|
2020
Q3 | $315K | Buy |
6,375
+375
| +6% | +$18.5K | 0.13% | 96 |
|
|
2020
Q2 | $268K | Hold |
6,000
| – | – | 0.12% | 103 |
|
|
2020
Q1 | $266K | Buy |
+6,000
| New | +$266K | 0.16% | 90 |
|