Avestar Capital’s Coca-Cola KO Stock Holding History

Avestar Capital’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	$2.89M	Buy	40,644 +6,669	+20%	+$474K	0.2%	79
2025 Q1	$2.45M	Buy	33,975 +2,930	+9%	+$211K	0.21%	81
2024 Q4	$1.93M	Buy	31,045 +1,509	+5%	+$94K	0.16%	90
2024 Q3	$2.12M	Buy	29,536 +1,006	+4%	+$72.3K	0.22%	77
2024 Q2	$1.82M	Buy	28,530 +1,685	+6%	+$107K	0.19%	89
2024 Q1	$1.66M	Buy	26,845 +5,461	+26%	+$337K	0.17%	94
2023 Q4	$1.26M	Buy	21,384 +5,875	+38%	+$346K	0.14%	84
2023 Q3	$877K	Sell	15,509 -2,638	-15%	-$149K	0.12%	99
2023 Q2	$1.1M	Buy	18,147 +2,021	+13%	+$123K	0.18%	63
2023 Q1	$1.01M	Sell	16,126 -2,963	-16%	-$185K	0.18%	64
2022 Q4	$1.21M	Buy	19,089 +38	+0.2%	+$2.42K	0.22%	58
2022 Q3	$1.08M	Buy	19,051 +78	+0.4%	+$4.41K	0.27%	54
2022 Q2	$1.2M	Buy	18,973 +2,787	+17%	+$177K	0.3%	48
2022 Q1	$1.01M	Buy	16,186 +1,431	+10%	+$89.3K	0.16%	105
2021 Q4	$874K	Sell	14,755 -1,665	-10%	-$98.6K	0.11%	123
2021 Q3	$869K	Buy	16,420 +153	+0.9%	+$8.1K	0.11%	147
2021 Q2	$887K	Buy	16,267 +300	+2%	+$16.4K	0.12%	151
2021 Q1	$856K	Buy	15,967 +5,496	+52%	+$295K	0.19%	114
2020 Q4	$574K	Sell	10,471 -1,398	-12%	-$76.6K	0.16%	117
2020 Q3	$591K	Buy	11,869 +4,776	+67%	+$238K	0.19%	112
2020 Q2	$320K	Buy	7,093 +499	+8%	+$22.5K	0.14%	130
2020 Q1	$295K	Sell	6,594 -1,916	-23%	-$85.7K	0.16%	121
2019 Q4	$471K	Buy	8,510 +389	+5%	+$21.5K	0.27%	82
2019 Q3	$442K	Buy	8,121 +4,294	+112%	+$234K	0.27%	79
2019 Q2	$169K	Sell	3,827 -131	-3%	-$5.79K	0.11%	130
2019 Q1	$159K	Buy	3,958 +240	+6%	+$9.64K	0.1%	136
2018 Q4	$149K	Sell	3,718 -36	-1%	-$1.44K	0.1%	124
2018 Q3	$145K	Sell	3,754 -297	-7%	-$11.5K	0.08%	156
2018 Q2	$150K	Buy	4,051 +330	+9%	+$12.2K	0.09%	145
2018 Q1	$134K	Sell	3,721 -306	-8%	-$11K	0.09%	133
2017 Q4	$160K	Buy	+4,027	New	+$160K	0.12%	101