Arkadios Wealth 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 | $11.1M | Buy |
156,398
+5,341
| +4% | +$378K | 0.33% | 54 |
|
|
2025
Q1 | $10.8M | Buy |
151,057
+55,758
| +59% | +$3.99M | 0.41% | 43 |
|
|
2024
Q4 | $5.93M | Sell |
95,299
-2,630
| -3% | -$164K | 0.32% | 60 |
|
|
2024
Q3 | $7.04M | Sell |
97,929
-7,985
| -8% | -$574K | 0.4% | 52 |
|
|
2024
Q2 | $6.74M | Sell |
105,914
-49,070
| -32% | -$3.12M | 0.45% | 41 |
|
|
2024
Q1 | $9.48M | Buy |
154,984
+9,523
| +7% | +$583K | 0.73% | 26 |
|
|
2023
Q4 | $8.57M | Buy |
145,461
+11,738
| +9% | +$692K | 0.72% | 25 |
|
|
2023
Q3 | $7.49M | Buy |
133,723
+54,344
| +68% | +$3.04M | 0.71% | 25 |
|
|
2023
Q2 | $4.78M | Buy |
79,379
+1,979
| +3% | +$119K | 0.56% | 34 |
|
|
2023
Q1 | $4.8M | Buy |
77,400
+2,924
| +4% | +$181K | 0.57% | 34 |
|
|
2022
Q4 | $4.74M | Buy |
74,476
+11,639
| +19% | +$740K | 0.63% | 32 |
|
|
2022
Q3 | $3.52M | Buy |
62,837
+8,813
| +16% | +$494K | 0.53% | 48 |
|
|
2022
Q2 | $3.4M | Buy |
54,024
+4,485
| +9% | +$282K | 0.51% | 45 |
|
|
2022
Q1 | $3.07M | Buy |
49,539
+7,646
| +18% | +$474K | 0.4% | 60 |
|
|
2021
Q4 | $2.48M | Buy |
41,893
+4,706
| +13% | +$279K | 0.33% | 75 |
|
|
2021
Q3 | $1.95M | Sell |
37,187
-8,044
| -18% | -$422K | 0.28% | 91 |
|
|
2021
Q2 | $2.45M | Buy |
45,231
+12,628
| +39% | +$683K | 0.3% | 90 |
|
|
2021
Q1 | $1.72M | Buy |
32,603
+7,910
| +32% | +$417K | 0.28% | 93 |
|
|
2020
Q4 | $1.35M | Buy |
24,693
+11,511
| +87% | +$631K | 0.28% | 94 |
|
|
2020
Q3 | $660K | Buy |
13,182
+253
| +2% | +$12.7K | 0.33% | 63 |
|
|
2020
Q2 | $593K | Buy |
12,929
+1,122
| +10% | +$51.5K | 0.33% | 65 |
|
|
2020
Q1 | $522K | Buy |
11,807
+960
| +9% | +$42.5K | 0.33% | 72 |
|
|
2019
Q4 | $647K | Buy |
+10,847
| New | +$647K | 0.39% | 63 |
|