Archford Capital Strategies’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 | $426K | Buy |
6,024
+1,153
| +24% | +$81.6K | 0.05% | 238 |
|
|
2025
Q1 | $349K | Sell |
4,871
-437
| -8% | -$31.3K | 0.05% | 234 |
|
|
2024
Q4 | $331K | Buy |
5,308
+110
| +2% | +$6.85K | 0.05% | 220 |
|
|
2024
Q3 | $366K | Sell |
5,198
-90
| -2% | -$6.33K | 0.06% | 201 |
|
|
2024
Q2 | $337K | Sell |
5,288
-137
| -3% | -$8.72K | 0.05% | 211 |
|
|
2024
Q1 | $332K | Sell |
5,425
-767
| -12% | -$46.9K | 0.06% | 211 |
|
|
2023
Q4 | $365K | Sell |
6,192
-8,133
| -57% | -$479K | 0.07% | 195 |
|
|
2023
Q3 | $802K | Sell |
14,325
-410
| -3% | -$23K | 0.16% | 140 |
|
|
2023
Q2 | $920K | Buy |
14,735
+349
| +2% | +$21.8K | 0.17% | 139 |
|
|
2023
Q1 | $903K | Buy |
14,386
+598
| +4% | +$37.6K | 0.19% | 129 |
|
|
2022
Q4 | $877K | Buy |
13,788
+1,021
| +8% | +$64.9K | 0.2% | 122 |
|
|
2022
Q3 | $715K | Buy |
12,767
+38
| +0.3% | +$2.13K | 0.18% | 129 |
|
|
2022
Q2 | $801K | Buy |
12,729
+1,392
| +12% | +$87.6K | 0.2% | 121 |
|
|
2022
Q1 | $708K | Buy |
11,337
+391
| +4% | +$24.4K | 0.16% | 147 |
|
|
2021
Q4 | $648K | Sell |
10,946
-16
| -0.1% | -$947 | 0.15% | 157 |
|
|
2021
Q3 | $575K | Buy |
10,962
+34
| +0.3% | +$1.78K | 0.14% | 174 |
|
|
2021
Q2 | $591K | Sell |
10,928
-2,831
| -21% | -$153K | 0.15% | 161 |
|
|
2021
Q1 | $734K | Sell |
13,759
-23,955
| -64% | -$1.28M | 0.2% | 134 |
|
|
2020
Q4 | $1.93M | Buy |
37,714
+308
| +0.8% | +$15.7K | 0.44% | 59 |
|
|
2020
Q3 | $1.85M | Sell |
37,406
-2,099
| -5% | -$104K | 0.5% | 56 |
|
|
2020
Q2 | $1.77M | Sell |
39,505
-169
| -0.4% | -$7.55K | 0.53% | 53 |
|
|
2020
Q1 | $1.76M | Sell |
39,674
-148
| -0.4% | -$6.55K | 0.69% | 40 |
|
|
2019
Q4 | $2.2M | Sell |
39,822
-1,189
| -3% | -$65.8K | 0.76% | 40 |
|
|
2019
Q3 | $2.23M | Sell |
41,011
-734
| -2% | -$40K | 0.83% | 31 |
|
|
2019
Q2 | $2.13M | Sell |
41,745
-1,187
| -3% | -$60.5K | 0.77% | 30 |
|
|
2019
Q1 | $2.01M | Sell |
42,932
-853
| -2% | -$40K | 0.74% | 36 |
|
|
2018
Q4 | $2.07M | Sell |
43,785
-49
| -0.1% | -$2.32K | 0.83% | 30 |
|
|
2018
Q3 | $2.03M | Sell |
43,834
-3,319
| -7% | -$153K | 0.74% | 33 |
|
|
2018
Q2 | $2.07M | Sell |
47,153
-3,010
| -6% | -$132K | 0.73% | 33 |
|
|
2018
Q1 | $2.3M | Buy |
50,163
+47
| +0.1% | +$2.16K | 0.96% | 35 |
|
|
2017
Q4 | $2.3M | Sell |
50,116
-602
| -1% | -$27.6K | 0.86% | 37 |
|
|
2017
Q3 | $2.28M | Sell |
50,718
-652
| -1% | -$29.3K | 0.86% | 34 |
|
|
2017
Q2 | $2.3M | Buy |
51,370
+6,615
| +15% | +$297K | 0.91% | 29 |
|
|
2017
Q1 | $1.91M | Buy |
44,755
+922
| +2% | +$39.2K | 0.72% | 34 |
|
|
2016
Q4 | $1.82M | Buy |
43,833
+1,386
| +3% | +$57.4K | 0.77% | 34 |
|
|
2016
Q3 | $1.8M | Buy |
42,447
+25,317
| +148% | +$1.07M | 0.74% | 36 |
|
|
2016
Q2 | $776K | Sell |
17,130
-21,339
| -55% | -$967K | 0.41% | 80 |
|
|
2016
Q1 | $1.78M | Buy |
38,469
+891
| +2% | +$41.3K | 0.85% | 32 |
|
|
2015
Q4 | $1.61M | Buy |
37,578
+26,365
| +235% | +$1.13M | 0.73% | 34 |
|
|
2015
Q3 | $450K | Buy |
11,213
+387
| +4% | +$15.5K | 0.34% | 79 |
|
|
2015
Q2 | $425K | Buy |
10,826
+1,824
| +20% | +$71.6K | 0.3% | 84 |
|
|
2015
Q1 | $365K | Buy |
9,002
+6,910
| +330% | +$280K | 0.25% | 97 |
|
|
2014
Q4 | $88K | Buy |
2,092
+1,482
| +243% | +$62.3K | 0.06% | 163 |
|
|
2014
Q3 | $26K | Hold |
610
| – | – | 0.02% | 264 |
|
|
2014
Q2 | $25.8K | Sell |
610
-507
| -45% | -$21.5K | 0.02% | 286 |
|
|
2014
Q1 | $43.2K | Buy |
+1,117
| New | +$43.2K | 0.04% | 237 |
|