Benedict Financial 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 | $5.42M | Sell |
76,644
-2,259
| -3% | -$160K | 1.23% | 26 |
|
|
2025
Q1 | $5.65M | Sell |
78,903
-200
| -0.3% | -$14.3K | 1.31% | 23 |
|
|
2024
Q4 | $4.92M | Buy |
79,103
+772
| +1% | +$48.1K | 1.2% | 27 |
|
|
2024
Q3 | $5.63M | Sell |
78,331
-2,834
| -3% | -$204K | 1.33% | 23 |
|
|
2024
Q2 | $5.17M | Sell |
81,165
-813
| -1% | -$51.7K | 1.31% | 25 |
|
|
2024
Q1 | $5.02M | Sell |
81,978
-1,672
| -2% | -$102K | 1.27% | 25 |
|
|
2023
Q4 | $4.93M | Sell |
83,650
-1,725
| -2% | -$102K | 1.34% | 24 |
|
|
2023
Q3 | $4.78M | Sell |
85,375
-2,018
| -2% | -$113K | 1.38% | 23 |
|
|
2023
Q2 | $5.26M | Sell |
87,393
-163
| -0.2% | -$9.82K | 1.45% | 20 |
|
|
2023
Q1 | $5.43M | Buy |
87,556
+2,885
| +3% | +$179K | 1.53% | 16 |
|
|
2022
Q4 | $5.39M | Buy |
84,671
+731
| +0.9% | +$46.5K | 1.6% | 16 |
|
|
2022
Q3 | $4.7M | Buy |
83,940
+3,380
| +4% | +$189K | 1.5% | 20 |
|
|
2022
Q2 | $5.07M | Sell |
80,560
-2,833
| -3% | -$178K | 1.5% | 21 |
|
|
2022
Q1 | $5.17M | Sell |
83,393
-11,583
| -12% | -$718K | 1.38% | 21 |
|
|
2021
Q4 | $5.62M | Sell |
94,976
-9,413
| -9% | -$557K | 1.47% | 15 |
|
|
2021
Q3 | $5.48M | Sell |
104,389
-83
| -0.1% | -$4.36K | 1.53% | 15 |
|
|
2021
Q2 | $5.65M | Buy |
104,472
+2,446
| +2% | +$132K | 1.57% | 16 |
|
|
2021
Q1 | $5.38M | Buy |
102,026
+8,684
| +9% | +$458K | 1.55% | 17 |
|
|
2020
Q4 | $5.12M | Buy |
93,342
+259
| +0.3% | +$14.2K | 1.84% | 17 |
|
|
2020
Q3 | $4.6M | Buy |
93,083
+238
| +0.3% | +$11.7K | 1.77% | 17 |
|
|
2020
Q2 | $4.15M | Buy |
92,845
+284
| +0.3% | +$12.7K | 1.71% | 18 |
|
|
2020
Q1 | $4.1M | Sell |
92,561
-490
| -0.5% | -$21.7K | 1.93% | 16 |
|
|
2019
Q4 | $5.15M | Sell |
93,051
-5
| -0% | -$277 | 2.01% | 11 |
|
|
2019
Q3 | $5.07M | Sell |
93,056
-6,620
| -7% | -$360K | 2.08% | 10 |
|
|
2019
Q2 | $5.08M | Sell |
99,676
-25
| -0% | -$1.27K | 2.11% | 9 |
|
|
2019
Q1 | $4.67M | Buy |
99,701
+12,906
| +15% | +$605K | 2.03% | 12 |
|
|
2018
Q4 | $4.11M | Buy |
86,795
+22,587
| +35% | +$1.07M | 2.03% | 11 |
|
|
2018
Q3 | $2.97M | Sell |
64,208
-1,185
| -2% | -$54.7K | 1.33% | 28 |
|
|
2018
Q2 | $2.87M | Sell |
65,393
-8,005
| -11% | -$351K | 1.42% | 26 |
|
|
2018
Q1 | $3.19M | Sell |
73,398
-11,869
| -14% | -$516K | 1.6% | 19 |
|
|
2017
Q4 | $3.91M | Sell |
85,267
-6,359
| -7% | -$292K | 1.88% | 17 |
|
|
2017
Q3 | $4.12M | Sell |
91,626
-1,261
| -1% | -$56.8K | 2.12% | 14 |
|
|
2017
Q2 | $4.18M | Buy |
92,887
+511
| +0.6% | +$23K | 2.18% | 12 |
|
|
2017
Q1 | $3.92M | Sell |
92,376
-511
| -0.6% | -$21.7K | 2.13% | 12 |
|
|
2016
Q4 | $3.85M | Sell |
92,887
-54
| -0.1% | -$2.24K | 2.23% | 12 |
|
|
2016
Q3 | $3.91M | Buy |
92,941
+230
| +0.2% | +$9.67K | 2.28% | 12 |
|
|
2016
Q2 | $4.18M | Buy |
92,711
+788
| +0.9% | +$35.6K | 2.45% | 9 |
|
|
2016
Q1 | $4.26M | Buy |
91,923
+574
| +0.6% | +$26.6K | 2.59% | 10 |
|
|
2015
Q4 | $3.92M | Buy |
91,349
+1,982
| +2% | +$85.1K | 2.49% | 9 |
|
|
2015
Q3 | $3.59M | Buy |
89,367
+2,136
| +2% | +$85.7K | 2.49% | 10 |
|
|
2015
Q2 | $3.56M | Buy |
87,231
+2,766
| +3% | +$113K | 2.32% | 12 |
|
|
2015
Q1 | $3.44M | Buy |
84,465
+1,557
| +2% | +$63.4K | 2.21% | 13 |
|
|
2014
Q4 | $3.44M | Buy |
+82,908
| New | +$3.44M | 2.25% | 12 |
|