Bragg Financial Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.81M | Sell |
89,523
-2,035
| -2% | -$154K | 0.22% | 126 |
|
|
2025
Q4 | $6.4M | Buy |
91,558
+55,819
| +156% | +$3.89M | 0.21% | 125 |
|
|
2025
Q3 | $2.37M | Sell |
35,739
-2,394
| -6% | -$165K | 0.08% | 171 |
|
|
2025
Q2 | $2.7M | Buy |
38,133
+2,894
| +8% | +$206K | 0.1% | 167 |
|
|
2025
Q1 | $2.52M | Buy |
35,239
+330
| +0.9% | +$22K | 0.1% | 159 |
|
|
2024
Q4 | $2.17M | Sell |
34,909
-891
| -2% | -$58.2K | 0.09% | 170 |
|
|
2024
Q3 | $2.57M | Sell |
35,800
-728
| -2% | -$49.9K | 0.11% | 159 |
|
|
2024
Q2 | $2.33M | Buy |
36,528
+1,331
| +4% | +$82.4K | 0.1% | 160 |
|
|
2024
Q1 | $2.15M | Sell |
35,197
-634
| -2% | -$38.1K | 0.1% | 165 |
|
|
2023
Q4 | $2.11M | Sell |
35,831
-346
| -1% | -$19.7K | 0.1% | 160 |
|
|
2023
Q3 | $2.03M | Sell |
36,177
-755
| -2% | -$45.3K | 0.11% | 162 |
|
|
2023
Q2 | $2.22M | Sell |
36,932
-474
| -1% | -$29.5K | 0.12% | 156 |
|
|
2023
Q1 | $2.32M | Sell |
37,406
-605
| -2% | -$36.6K | 0.14% | 152 |
|
|
2022
Q4 | $2.42M | Sell |
38,011
-230
| -0.6% | -$13.9K | 0.15% | 150 |
|
|
2022
Q3 | $2.14M | Sell |
38,241
-250
| -0.6% | -$15.5K | 0.15% | 148 |
|
|
2022
Q2 | $2.42M | Sell |
38,491
-2,031
| -5% | -$129K | 0.16% | 137 |
|
|
2022
Q1 | $2.51M | Sell |
40,522
-2,031
| -5% | -$124K | 0.15% | 142 |
|
|
2021
Q4 | $2.23M | Hold |
42,553
| – | – | 0.14% | 142 |
|
|
2021
Q3 | $2.23M | Buy |
42,553
+406
| +1% | +$22.6K | 0.14% | 142 |
|
|
2021
Q2 | $2.28M | Sell |
42,147
-100
| -0.2% | -$5.44K | 0.15% | 143 |
|
|
2021
Q1 | $2.23M | Buy |
42,247
+195
| +0.5% | +$9.81K | 0.15% | 139 |
|
|
2020
Q4 | $2.31M | Sell |
42,052
-25
| -0.1% | -$1.29K | 0.2% | 127 |
|
|
2020
Q3 | $2.08M | Sell |
42,077
-1,080
| -3% | -$51.9K | 0.21% | 124 |
|
|
2020
Q2 | $1.93M | Sell |
43,157
-782
| -2% | -$36K | 0.21% | 122 |
|
|
2020
Q1 | $1.94M | Buy |
43,939
+511
| +1% | +$27.6K | 0.26% | 117 |
|
|
2019
Q4 | $2.4M | Sell |
43,428
-562
| -1% | -$30.2K | 0.27% | 117 |
|
|
2019
Q3 | $2.4M | Buy |
43,990
+2,224
| +5% | +$119K | 0.29% | 113 |
|
|
2019
Q2 | $2.13M | Buy |
41,766
+1,387
| +3% | +$68K | 0.26% | 124 |
|
|
2019
Q1 | $1.89M | Sell |
40,379
-2,834
| -7% | -$133K | 0.25% | 130 |
|
|
2018
Q4 | $2.05M | Buy |
43,213
+2,706
| +7% | +$130K | 0.31% | 111 |
|
|
2018
Q3 | $1.87M | Buy |
40,507
+617
| +2% | +$28.2K | 0.25% | 126 |
|
|
2018
Q2 | $1.75M | Buy |
39,890
+599
| +2% | +$25.9K | 0.25% | 123 |
|
|
2018
Q1 | $1.71M | Buy |
39,291
+3,005
| +8% | +$135K | 0.25% | 127 |
|
|
2017
Q4 | $1.67M | Sell |
36,286
-17,390
| -32% | -$799K | 0.24% | 127 |
|
|
2017
Q3 | $2.42M | Buy |
53,676
+19,822
| +59% | +$902K | 0.37% | 104 |
|
|
2017
Q2 | $1.52M | Sell |
33,854
-1,217
| -3% | -$53.8K | 0.24% | 133 |
|
|
2017
Q1 | $1.49M | Buy |
35,071
+102
| +0.3% | +$4.25K | 0.24% | 130 |
|
|
2016
Q4 | $1.45M | Buy |
34,969
+1,594
| +5% | +$66.3K | 0.24% | 140 |
|
|
2016
Q3 | $1.41M | Buy |
33,375
+120
| +0.4% | +$5.26K | 0.25% | 135 |
|
|
2016
Q2 | $1.51M | Sell |
33,255
-727
| -2% | -$32.9K | 0.27% | 128 |
|
|
2016
Q1 | $1.58M | Buy |
33,982
+940
| +3% | +$40.9K | 0.3% | 124 |
|
|
2015
Q4 | $1.42M | Buy |
33,042
+3,670
| +12% | +$156K | 0.3% | 109 |
|
|
2015
Q3 | $1.18M | Sell |
29,372
-519
| -2% | -$20.8K | 0.28% | 119 |
|
|
2015
Q2 | $1.17M | Sell |
29,891
-4,268
| -12% | -$174K | 0.27% | 124 |
|
|
2015
Q1 | $1.39M | Buy |
34,159
+1,609
| +5% | +$67.3K | 0.32% | 107 |
|
|
2014
Q4 | $1.37M | Sell |
32,550
-1,055
| -3% | -$45.1K | 0.33% | 103 |
|
|
2014
Q3 | $1.43M | Sell |
33,605
-162
| -0.5% | -$6.7K | 0.36% | 104 |
|
|
2014
Q2 | $1.43M | Sell |
33,767
-1,336
| -4% | -$54.2K | 0.34% | 105 |
|
|
2014
Q1 | $1.36M | Sell |
35,103
-864
| -2% | -$33.4K | 0.33% | 112 |
|
|
2013
Q4 | $1.49M | Buy |
35,967
+633
| +2% | +$25K | 0.36% | 105 |
|
|
2013
Q3 | $1.34M | Hold |
35,334
| – | – | 0.35% | 110 |
|
|
2013
Q2 | $1.42M | Buy |
+35,334
| New | +$1.46M | 0.39% | 103 |
|
Other funds holding KO
VCM
VPM
