BA
BCM Advisors’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.94M | Hold |
100,053
| – | – | 1.48% | 11 |
|
|
2025
Q1 | $7.17M | Hold |
100,053
| – | – | 1.63% | 10 |
|
|
2024
Q4 | $6.32M | Sell |
100,053
-56
| -0.1% | -$3.54K | 1.41% | 10 |
|
|
2024
Q3 | $6.52M | Buy |
100,109
+35
| +0% | +$2.28K | 1.5% | 10 |
|
|
2024
Q2 | $6.8M | Buy |
100,074
+226
| +0.2% | +$15.4K | 1.61% | 10 |
|
|
2024
Q1 | $6.15M | Buy |
99,848
+512
| +0.5% | +$31.5K | 1.56% | 10 |
|
|
2023
Q4 | $5.95M | Hold |
99,336
| – | – | 1.56% | 10 |
|
|
2023
Q3 | $5.67M | Hold |
99,336
| – | – | 1.68% | 10 |
|
|
2023
Q2 | $5.99M | Hold |
99,336
| – | – | 1.61% | 11 |
|
|
2023
Q1 | $6.39M | Hold |
99,336
| – | – | 1.73% | 10 |
|
|
2022
Q4 | $5.94M | Hold |
99,336
| – | – | 1.64% | 11 |
|
|
2022
Q3 | $6.04M | Hold |
99,336
| – | – | 1.78% | 10 |
|
|
2022
Q2 | $6.18M | Hold |
99,336
| – | – | 1.7% | 10 |
|
|
2022
Q1 | $6.55M | Hold |
99,336
| – | – | 1.74% | 8 |
|
|
2021
Q4 | $6.06M | Hold |
99,336
| – | – | 1.56% | 8 |
|
|
2021
Q3 | $5.36M | Hold |
99,336
| – | – | 1.43% | 8 |
|
|
2021
Q2 | $5.54M | Sell |
99,336
-700
| -0.7% | -$39K | 1.5% | 8 |
|
|
2021
Q1 | $5.45M | Hold |
100,036
| – | – | 1.65% | 8 |
|
|
2020
Q4 | $5.49M | Hold |
100,036
| – | – | 1.8% | 9 |
|
|
2020
Q3 | $4.8M | Buy |
100,036
+80
| +0.1% | +$3.84K | 1.77% | 9 |
|
|
2020
Q2 | $4.47M | Sell |
99,956
-3,294
| -3% | -$147K | 1.87% | 9 |
|
|
2020
Q1 | $4.57M | Hold |
103,250
| – | – | 2.2% | 11 |
|
|
2019
Q4 | $5.72M | Sell |
103,250
-38
| -0% | -$2.1K | 2.08% | 11 |
|
|
2019
Q3 | $5.62M | Sell |
103,288
-128
| -0.1% | -$6.97K | 2.42% | 11 |
|
|
2019
Q2 | $5.27M | Sell |
103,416
-2,878
| -3% | -$147K | 2.41% | 8 |
|
|
2019
Q1 | $4.98M | Hold |
106,294
| – | – | 2.36% | 10 |
|
|
2018
Q4 | $5.03M | Sell |
106,294
-644
| -0.6% | -$30.5K | 2.56% | 8 |
|
|
2018
Q3 | $4.94M | Hold |
106,938
| – | – | 2.59% | 8 |
|
|
2018
Q2 | $4.69M | Hold |
106,938
| – | – | 2.59% | 10 |
|
|
2018
Q1 | $4.64M | Hold |
106,938
| – | – | 2.75% | 11 |
|
|
2017
Q4 | $4.91M | Hold |
106,938
| – | – | 2.83% | 11 |
|
|
2017
Q3 | $4.81M | Sell |
106,938
-6,346
| -6% | -$286K | 2.96% | 11 |
|
|
2017
Q2 | $5.08M | Hold |
113,284
| – | – | 3.2% | 10 |
|
|
2017
Q1 | $4.81M | Buy |
113,284
+700
| +0.6% | +$29.7K | 3.04% | 11 |
|
|
2016
Q4 | $4.67M | Buy |
+112,584
| New | +$4.67M | 3.08% | 10 |
|