Ausdal Financial Partners’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.35M | Buy |
30,952
+12
| +0% | +$907 | 0.1% | 203 |
|
|
2025
Q4 | $2.16M | Sell |
30,940
-905
| -3% | -$63.1K | 0.1% | 211 |
|
|
2025
Q3 | $2.11M | Buy |
31,845
+9,435
| +42% | +$649K | 0.1% | 206 |
|
|
2025
Q2 | $1.59M | Buy |
22,410
+5,668
| +34% | +$404K | 0.11% | 191 |
|
|
2025
Q1 | $1.2M | Buy |
16,742
+2,644
| +19% | +$177K | 0.09% | 215 |
|
|
2024
Q4 | $878K | Buy |
14,098
+1,661
| +13% | +$108K | 0.08% | 229 |
|
|
2024
Q3 | $894K | Buy |
12,437
+81
| +0.7% | +$5.55K | 0.09% | 213 |
|
|
2024
Q2 | $786K | Sell |
12,356
-516
| -4% | -$31.9K | 0.08% | 212 |
|
|
2024
Q1 | $787K | Buy |
12,872
+162
| +1% | +$9.73K | 0.09% | 198 |
|
|
2023
Q4 | $749K | Sell |
12,710
-262
| -2% | -$14.9K | 0.09% | 194 |
|
|
2023
Q3 | $726K | Buy |
12,972
+28
| +0.2% | +$1.68K | 0.1% | 189 |
|
|
2023
Q2 | $780K | Buy |
12,944
+48
| +0.4% | +$2.99K | 0.11% | 183 |
|
|
2023
Q1 | $800K | Buy |
12,896
+437
| +4% | +$26.5K | 0.11% | 188 |
|
|
2022
Q4 | $793K | Buy |
12,459
+1,248
| +11% | +$75.3K | 0.12% | 181 |
|
|
2022
Q3 | $628K | Sell |
11,211
-371
| -3% | -$23.1K | 0.1% | 212 |
|
|
2022
Q2 | $729K | Buy |
11,582
+1,013
| +10% | +$64.2K | 0.11% | 212 |
|
|
2022
Q1 | $655K | Sell |
10,569
-604
| -5% | -$36.7K | 0.09% | 231 |
|
|
2021
Q4 | $662K | Sell |
11,173
-89
| -0.8% | -$4.96K | 0.09% | 236 |
|
|
2021
Q3 | $591K | Sell |
11,262
-1,535
| -12% | -$85.6K | 0.09% | 246 |
|
|
2021
Q2 | $692K | Buy |
12,797
+63
| +0.5% | +$3.43K | 0.1% | 215 |
|
|
2021
Q1 | $671K | Sell |
12,734
-1,093
| -8% | -$55K | 0.11% | 206 |
|
|
2020
Q4 | $758K | Buy |
13,827
+2,007
| +17% | +$104K | 0.15% | 167 |
|
|
2020
Q3 | $584K | Buy |
11,820
+1,631
| +16% | +$78.4K | 0.14% | 167 |
|
|
2020
Q2 | $455K | Sell |
10,189
-4,652
| -31% | -$214K | 0.15% | 153 |
|
|
2020
Q1 | $691K | Buy |
14,841
+4,434
| +43% | +$239K | 0.24% | 109 |
|
|
2019
Q4 | $593K | Sell |
10,407
-55
| -0.5% | -$2.96K | 0.18% | 147 |
|
|
2019
Q3 | $570K | Buy |
10,462
+366
| +4% | +$19.6K | 0.2% | 132 |
|
|
2019
Q2 | $542K | Buy |
10,096
+967
| +11% | +$47.4K | 0.21% | 132 |
|
|
2019
Q1 | $428K | Sell |
9,129
-209
| -2% | -$9.78K | 0.17% | 152 |
|
|
2018
Q4 | $442K | Sell |
9,338
-5,433
| -37% | -$260K | 0.22% | 121 |
|
|
2018
Q3 | $682K | Sell |
14,771
-706
| -5% | -$32.3K | 0.19% | 148 |
|
|
2018
Q2 | $679K | Buy |
15,477
+4,919
| +47% | +$212K | 0.21% | 144 |
|
|
2018
Q1 | $459K | Buy |
10,558
+450
| +4% | +$20.2K | 0.16% | 181 |
|
|
2017
Q4 | $464K | Sell |
10,108
-792
| -7% | -$36.4K | 0.17% | 184 |
|
|
2017
Q3 | $491K | Buy |
10,900
+324
| +3% | +$14.7K | 0.19% | 150 |
|
|
2017
Q2 | $474K | Buy |
10,576
+3,173
| +43% | +$140K | 0.2% | 142 |
|
|
2017
Q1 | $314K | Buy |
7,403
+2,118
| +40% | +$88.3K | 0.14% | 189 |
|
|
2016
Q4 | $219K | Buy |
5,285
+455
| +9% | +$18.9K | 0.1% | 225 |
|
|
2016
Q3 | $204K | Sell |
4,830
-309
| -6% | -$13.5K | 0.1% | 227 |
|
|
2016
Q2 | $233K | Sell |
5,139
-227
| -4% | -$10.3K | 0.12% | 201 |
|
|
2016
Q1 | $249K | Sell |
5,366
-93
| -2% | -$4.05K | 0.14% | 175 |
|
|
2015
Q4 | $235K | Buy |
+5,459
| New | +$232K | 0.12% | 191 |
|
Other funds holding KO
VCM
VPM
Ausdal Financial Partners's KO Position: Q1 2026 in Review
Ausdal Financial Partners increased its Coca-Cola (KO) stake by 0.04% in Q1 2026, buying an estimated $907 and bringing the position to 30,952 shares worth $2.35M. The position accounts for 0.1% of the portfolio, ranked #203.
Ausdal Financial Partners first reported a position in KO in Q4 2015 and has held it in 42 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Ausdal Financial Partners held 30,952 shares of Coca-Cola worth $2.35M as of Q1 2026.
- Ausdal Financial Partners bought 12 Coca-Cola shares in Q1 2026, an estimated $907.
- Coca-Cola made up 0.1% of Ausdal Financial Partners's portfolio in Q1 2026, its #203 holding.
- Ausdal Financial Partners first reported a position in Coca-Cola in Q4 2015 and has held it in 42 quarters since.
- 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.