Aptus Capital Advisors’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 | $7.4M | Buy |
104,617
+7,125
| +7% | +$504K | 0.06% | 226 |
|
|
2025
Q1 | $6.98M | Sell |
97,492
-302,591
| -76% | -$21.7M | 0.07% | 225 |
|
|
2024
Q4 | $24.9M | Buy |
400,083
+352,418
| +739% | +$21.9M | 0.26% | 77 |
|
|
2024
Q3 | $3.43M | Buy |
47,665
+4,613
| +11% | +$331K | 0.05% | 257 |
|
|
2024
Q2 | $2.74M | Sell |
43,052
-1,259
| -3% | -$80.1K | 0.05% | 256 |
|
|
2024
Q1 | $2.71M | Buy |
44,311
+7,561
| +21% | +$463K | 0.05% | 259 |
|
|
2023
Q4 | $2.17M | Sell |
36,750
-1,559
| -4% | -$91.9K | 0.06% | 215 |
|
|
2023
Q3 | $2.14M | Buy |
38,309
+14,598
| +62% | +$817K | 0.06% | 220 |
|
|
2023
Q2 | $1.43M | Buy |
23,711
+1,934
| +9% | +$116K | 0.03% | 237 |
|
|
2023
Q1 | $1.36M | Buy |
21,777
+36
| +0.2% | +$2.25K | 0.04% | 246 |
|
|
2022
Q4 | $1.38M | Buy |
21,741
+677
| +3% | +$43.1K | 0.04% | 248 |
|
|
2022
Q3 | $1.19M | Buy |
21,064
+2,245
| +12% | +$127K | 0.03% | 247 |
|
|
2022
Q2 | $1.19M | Buy |
18,819
+2,545
| +16% | +$161K | 0.03% | 220 |
|
|
2022
Q1 | $1.02M | Buy |
16,274
+3,616
| +29% | +$226K | 0.03% | 243 |
|
|
2021
Q4 | $750K | Hold |
12,658
| – | – | 0.02% | 251 |
|
|
2021
Q3 | $669K | Sell |
12,658
-3,563
| -22% | -$188K | 0.02% | 247 |
|
|
2021
Q2 | $884K | Buy |
16,221
+6,674
| +70% | +$364K | 0.03% | 221 |
|
|
2021
Q1 | $507K | Sell |
9,547
-19,578
| -67% | -$1.04M | 0.02% | 250 |
|
|
2020
Q4 | $1.6M | Buy |
29,125
+3,029
| +12% | +$166K | 0.07% | 108 |
|
|
2020
Q3 | $1.29M | Sell |
26,096
-2,772
| -10% | -$137K | 0.07% | 111 |
|
|
2020
Q2 | $1.29M | Buy |
28,868
+19,680
| +214% | +$879K | 0.08% | 105 |
|
|
2020
Q1 | $406K | Sell |
9,188
-51,101
| -85% | -$2.26M | 0.04% | 180 |
|
|
2019
Q4 | $3.34M | Buy |
60,289
+51,427
| +580% | +$2.85M | 0.24% | 51 |
|
|
2019
Q3 | $482K | Sell |
8,862
-1,053
| -11% | -$57.3K | 0.03% | 221 |
|
|
2019
Q2 | $504K | Sell |
9,915
-1,296
| -12% | -$65.9K | 0.07% | 221 |
|
|
2019
Q1 | $525K | Buy |
+11,211
| New | +$525K | 0.09% | 165 |
|