Arax Advisory Partners’s Coca-Cola KO Stock Holding History

Arax Advisory Partners’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.13M	Buy	12,168 +2,840	+30%	+$264K	0.05%	234
2025 Q1	$668K	Sell	9,328 -3,826	-29%	-$274K	0.04%	248
2024 Q4	$819K	Buy	13,154 +9,039	+220%	+$563K	0.05%	203
2024 Q3	$296K	Buy	4,115 +233	+6%	+$16.7K	0.03%	279
2024 Q2	$247K	Buy	3,882 +678	+21%	+$43.2K	0.02%	295
2024 Q1	$196K	Buy	3,204 +319	+11%	+$19.5K	0.02%	292
2023 Q4	$170K	Buy	2,885 +33	+1%	+$1.95K	0.02%	304
2023 Q3	$160K	Sell	2,852 -124	-4%	-$6.94K	0.02%	286
2023 Q2	$179K	Sell	2,976 -27	-0.9%	-$1.63K	0.02%	256
2023 Q1	$186K	Buy	3,003 +31	+1%	+$1.92K	0.02%	244
2022 Q4	$189K	Buy	2,972 +80	+3%	+$5.09K	0.03%	231
2022 Q3	$162K	Sell	2,892 -2,496	-46%	-$140K	0.03%	233
2022 Q2	$339K	Buy	5,388 +90	+2%	+$5.66K	0.05%	150
2022 Q1	$328K	Buy	5,298 +21	+0.4%	+$1.3K	0.04%	168
2021 Q4	$312K	Buy	5,277 +70	+1%	+$4.14K	0.04%	187
2021 Q3	$273K	Sell	5,207 -40	-0.8%	-$2.1K	0.04%	196
2021 Q2	$284K	Buy	+5,247	New	+$284K	0.04%	189
2020 Q4	$285K	Sell	5,204 -478	-8%	-$26.2K	0.04%	147
2020 Q3	$281K	Buy	5,682 +6	+0.1%	+$297	0.05%	127
2020 Q2	$254K	Buy	5,676 +8	+0.1%	+$358	0.05%	135
2020 Q1	$251K	Buy	5,668 +1,110	+24%	+$49.2K	0.06%	115
2019 Q4	$252K	Sell	4,558 -540	-11%	-$29.9K	0.07%	129
2019 Q3	$278K	Buy	5,098 +6	+0.1%	+$327	0.08%	111
2019 Q2	$259K	Buy	+5,092	New	+$259K	0.09%	114
2018 Q4	$132K	Sell	2,787 -267	-9%	-$12.6K	0.05%	153
2018 Q3	$141K	Sell	3,054 -2,499	-45%	-$115K	0.06%	157
2018 Q2	$243K	Buy	5,553 +2,337	+73%	+$102K	0.11%	80
2018 Q1	$139K	Sell	3,216 -188	-6%	-$8.13K	0.07%	112
2017 Q4	$156K	Buy	3,404 +31	+0.9%	+$1.42K	0.07%	118
2017 Q3	$151K	Buy	3,373 +44	+1%	+$1.97K	0.07%	113
2017 Q2	$148K	Buy	3,329 +3	+0.1%	+$133	0.07%	122
2017 Q1	$141K	Buy	3,326 +264	+9%	+$11.2K	0.07%	104
2016 Q4	$127K	Buy	+3,062	New	+$127K	0.06%	94