BOK Financial Private Wealth’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 | $454K | Sell |
6,367
-144
| -2% | -$10.3K | 0.03% | 129 |
|
|
2025
Q1 | $470K | Sell |
6,511
-939
| -13% | -$67.8K | 0.04% | 125 |
|
|
2024
Q4 | $464K | Sell |
7,450
-1,622
| -18% | -$101K | 0.03% | 134 |
|
|
2024
Q3 | $656K | Buy |
9,072
+1,697
| +23% | +$123K | 0.05% | 120 |
|
|
2024
Q2 | $473K | Sell |
7,375
-170
| -2% | -$10.9K | 0.03% | 133 |
|
|
2024
Q1 | $465K | Buy |
7,545
+470
| +7% | +$29K | 0.03% | 135 |
|
|
2023
Q4 | $417K | Buy |
7,075
+91
| +1% | +$5.36K | 0.03% | 130 |
|
|
2023
Q3 | $394K | Hold |
6,984
| – | – | 0.03% | 133 |
|
|
2023
Q2 | $424K | Sell |
6,984
-33
| -0.5% | -$2K | 0.03% | 134 |
|
|
2023
Q1 | $438K | Buy |
7,017
+33
| +0.5% | +$2.06K | 0.04% | 136 |
|
|
2022
Q4 | $444K | Sell |
6,984
-902
| -11% | -$57.4K | 0.04% | 133 |
|
|
2022
Q3 | $445K | Buy |
7,886
+82
| +1% | +$4.63K | 0.04% | 130 |
|
|
2022
Q2 | $494K | Sell |
7,804
-16,538
| -68% | -$1.05M | 0.04% | 128 |
|
|
2022
Q1 | $1.51M | Buy |
24,342
+2,113
| +10% | +$131K | 0.11% | 110 |
|
|
2021
Q4 | $1.32M | Buy |
22,229
+6,953
| +46% | +$412K | 0.09% | 118 |
|
|
2021
Q3 | $802K | Buy |
15,276
+2,053
| +16% | +$108K | 0.06% | 127 |
|
|
2021
Q2 | $716K | Buy |
13,223
+5,299
| +67% | +$287K | 0.06% | 123 |
|
|
2021
Q1 | $418K | Sell |
7,924
-75
| -0.9% | -$3.96K | 0.04% | 135 |
|
|
2020
Q4 | $439K | Buy |
7,999
+772
| +11% | +$42.4K | 0.04% | 126 |
|
|
2020
Q3 | $357K | Sell |
7,227
-1,783
| -20% | -$88.1K | 0.04% | 132 |
|
|
2020
Q2 | $403K | Sell |
9,010
-481
| -5% | -$21.5K | 0.04% | 125 |
|
|
2020
Q1 | $420K | Buy |
9,491
+1,934
| +26% | +$85.6K | 0.05% | 135 |
|
|
2019
Q4 | $418K | Buy |
7,557
+394
| +6% | +$21.8K | 0.04% | 134 |
|
|
2019
Q3 | $390K | Buy |
7,163
+304
| +4% | +$16.6K | 0.05% | 77 |
|
|
2019
Q2 | $349K | Buy |
6,859
+1,024
| +18% | +$52.1K | 0.05% | 81 |
|
|
2019
Q1 | $273K | Sell |
5,835
-3,047
| -34% | -$143K | 0.04% | 92 |
|
|
2018
Q4 | $421K | Buy |
8,882
+3,308
| +59% | +$157K | 0.06% | 72 |
|
|
2018
Q3 | $257K | Hold |
5,574
| – | – | 0.04% | 85 |
|
|
2018
Q2 | $244K | Sell |
5,574
-11,336
| -67% | -$496K | 0.04% | 89 |
|
|
2018
Q1 | $734K | Sell |
16,910
-1,670
| -9% | -$72.5K | 0.12% | 46 |
|
|
2017
Q4 | $852K | Sell |
18,580
-1,000
| -5% | -$45.9K | 0.14% | 45 |
|
|
2017
Q3 | $881K | Hold |
19,580
| – | – | 0.14% | 42 |
|
|
2017
Q2 | $878K | Sell |
19,580
-3,141
| -14% | -$141K | 0.13% | 48 |
|
|
2017
Q1 | $964K | Buy |
22,721
+2,026
| +10% | +$86K | 0.14% | 48 |
|
|
2016
Q4 | $858K | Sell |
20,695
-2,151
| -9% | -$89.2K | 0.13% | 51 |
|
|
2016
Q3 | $967K | Buy |
22,846
+391
| +2% | +$16.6K | 0.15% | 46 |
|
|
2016
Q2 | $1.02M | Buy |
22,455
+10,595
| +89% | +$480K | 0.16% | 43 |
|
|
2016
Q1 | $550K | Hold |
11,860
| – | – | 0.09% | 41 |
|
|
2015
Q4 | $510K | Hold |
11,860
| – | – | 0.09% | 44 |
|
|
2015
Q3 | $476K | Hold |
11,860
| – | – | 0.08% | 42 |
|
|
2015
Q2 | $465K | Sell |
11,860
-4,259
| -26% | -$167K | 0.08% | 45 |
|
|
2015
Q1 | $654K | Sell |
16,119
-5,021
| -24% | -$204K | 0.11% | 35 |
|
|
2014
Q4 | $893K | Hold |
21,140
| – | – | 0.15% | 33 |
|
|
2014
Q3 | $902K | Hold |
21,140
| – | – | 0.15% | 31 |
|
|
2014
Q2 | $895K | Sell |
21,140
-300
| -1% | -$12.7K | 0.15% | 33 |
|
|
2014
Q1 | $829K | Hold |
21,440
| – | – | 0.14% | 33 |
|
|
2013
Q4 | $886K | Hold |
21,440
| – | – | 0.16% | 29 |
|
|
2013
Q3 | $812K | Buy |
+21,440
| New | +$812K | 0.16% | 29 |
|