Avantax Advisory Services’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 | $27.9M | Buy |
395,006
+27,002
| +7% | +$1.91M | 0.15% | 102 |
|
|
2025
Q1 | $26.4M | Buy |
368,004
+9,570
| +3% | +$685K | 0.16% | 100 |
|
|
2024
Q4 | $22.3M | Sell |
358,434
-1,339
| -0.4% | -$83.4K | 0.14% | 110 |
|
|
2024
Q3 | $25.9M | Buy |
359,773
+7,797
| +2% | +$560K | 0.17% | 91 |
|
|
2024
Q2 | $22.4M | Buy |
351,976
+103,316
| +42% | +$6.58M | 0.16% | 103 |
|
|
2024
Q1 | $15.2M | Buy |
248,660
+24,902
| +11% | +$1.52M | 0.14% | 116 |
|
|
2023
Q4 | $13.2M | Buy |
223,758
+15,565
| +7% | +$917K | 0.13% | 124 |
|
|
2023
Q3 | $11.7M | Buy |
208,193
+9,157
| +5% | +$513K | 0.13% | 124 |
|
|
2023
Q2 | $12M | Buy |
199,036
+17,186
| +9% | +$1.03M | 0.14% | 122 |
|
|
2023
Q1 | $11.3M | Buy |
181,850
+31,785
| +21% | +$1.97M | 0.14% | 122 |
|
|
2022
Q4 | $9.55M | Buy |
150,065
+12,083
| +9% | +$769K | 0.13% | 132 |
|
|
2022
Q3 | $7.73M | Buy |
137,982
+8,346
| +6% | +$468K | 0.12% | 138 |
|
|
2022
Q2 | $8.16M | Buy |
129,636
+9,553
| +8% | +$601K | 0.12% | 136 |
|
|
2022
Q1 | $7.43M | Buy |
120,083
+11,519
| +11% | +$713K | 0.1% | 147 |
|
|
2021
Q4 | $6.43M | Buy |
108,564
+11,573
| +12% | +$685K | 0.1% | 159 |
|
|
2021
Q3 | $5.09M | Buy |
96,991
+10,653
| +12% | +$559K | 0.08% | 176 |
|
|
2021
Q2 | $4.67M | Sell |
86,338
-163
| -0.2% | -$8.82K | 0.08% | 181 |
|
|
2021
Q1 | $4.55M | Buy |
86,501
+13,304
| +18% | +$700K | 0.1% | 162 |
|
|
2020
Q4 | $4.01M | Sell |
73,197
-107,328
| -59% | -$5.88M | 0.1% | 156 |
|
|
2020
Q3 | $8.91M | Buy |
180,525
+113,840
| +171% | +$5.62M | 0.14% | 121 |
|
|
2020
Q2 | $2.97M | Sell |
66,685
-903
| -1% | -$40.2K | 0.09% | 167 |
|
|
2020
Q1 | $2.98M | Sell |
67,588
-1,903
| -3% | -$83.9K | 0.09% | 150 |
|
|
2019
Q4 | $3.85M | Buy |
69,491
+21,627
| +45% | +$1.2M | 0.09% | 138 |
|
|
2019
Q3 | $2.6M | Buy |
47,864
+2,297
| +5% | +$125K | 0.11% | 100 |
|
|
2019
Q2 | $2.32M | Buy |
45,567
+2,465
| +6% | +$126K | 0.1% | 99 |
|
|
2019
Q1 | $2.02M | Buy |
43,102
+5,002
| +13% | +$234K | 0.11% | 101 |
|
|
2018
Q4 | $1.8M | Buy |
+38,100
| New | +$1.8M | 0.3% | 87 |
|