Brighton Jones LLC’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 | $2.8M | Sell |
39,544
-1,138
| -3% | -$80.5K | 0.08% | 147 |
|
|
2025
Q1 | $2.91M | Buy |
40,682
+1,610
| +4% | +$115K | 0.09% | 124 |
|
|
2024
Q4 | $2.43M | Buy |
39,072
+4,591
| +13% | +$286K | 0.07% | 147 |
|
|
2024
Q3 | $2.48M | Sell |
34,481
-1,628
| -5% | -$117K | 0.09% | 113 |
|
|
2024
Q2 | $2.3M | Buy |
36,109
+631
| +2% | +$40.2K | 0.08% | 133 |
|
|
2024
Q1 | $2.17M | Buy |
35,478
+2,068
| +6% | +$127K | 0.08% | 139 |
|
|
2023
Q4 | $1.97M | Buy |
33,410
+818
| +3% | +$48.2K | 0.08% | 138 |
|
|
2023
Q3 | $1.82M | Sell |
32,592
-77
| -0.2% | -$4.31K | 0.09% | 127 |
|
|
2023
Q2 | $1.97M | Sell |
32,669
-1,569
| -5% | -$94.5K | 0.1% | 124 |
|
|
2023
Q1 | $2.12M | Sell |
34,238
-373
| -1% | -$23.1K | 0.12% | 106 |
|
|
2022
Q4 | $2.2M | Buy |
34,611
+1,060
| +3% | +$67.4K | 0.13% | 94 |
|
|
2022
Q3 | $1.88M | Buy |
33,551
+1,037
| +3% | +$58.1K | 0.11% | 104 |
|
|
2022
Q2 | $2.05M | Sell |
32,514
-603
| -2% | -$37.9K | 0.12% | 99 |
|
|
2022
Q1 | $2.05M | Buy |
33,117
+2,654
| +9% | +$165K | 0.1% | 106 |
|
|
2021
Q4 | $1.8M | Buy |
30,463
+3,753
| +14% | +$222K | 0.09% | 113 |
|
|
2021
Q3 | $1.4M | Sell |
26,710
-2,037
| -7% | -$107K | 0.07% | 124 |
|
|
2021
Q2 | $1.56M | Buy |
28,747
+2,758
| +11% | +$149K | 0.08% | 113 |
|
|
2021
Q1 | $1.37M | Buy |
25,989
+907
| +4% | +$47.8K | 0.08% | 114 |
|
|
2020
Q4 | $1.38M | Buy |
25,082
+588
| +2% | +$32.2K | 0.08% | 104 |
|
|
2020
Q3 | $1.21M | Buy |
24,494
+2,087
| +9% | +$103K | 0.08% | 100 |
|
|
2020
Q2 | $1M | Sell |
22,407
-2,954
| -12% | -$132K | 0.08% | 104 |
|
|
2020
Q1 | $1.12M | Buy |
25,361
+432
| +2% | +$19.1K | 0.12% | 86 |
|
|
2019
Q4 | $1.38M | Buy |
24,929
+843
| +3% | +$46.7K | 0.15% | 91 |
|
|
2019
Q3 | $1.31M | Sell |
24,086
-651
| -3% | -$35.4K | 0.15% | 87 |
|
|
2019
Q2 | $1.26M | Buy |
24,737
+69
| +0.3% | +$3.52K | 0.15% | 86 |
|
|
2019
Q1 | $1.16M | Sell |
24,668
-794
| -3% | -$37.2K | 0.14% | 92 |
|
|
2018
Q4 | $1.21M | Buy |
25,462
+8,393
| +49% | +$398K | 0.17% | 78 |
|
|
2018
Q3 | $788K | Buy |
17,069
+198
| +1% | +$9.14K | 0.1% | 111 |
|
|
2018
Q2 | $740K | Buy |
16,871
+1,038
| +7% | +$45.5K | 0.1% | 125 |
|
|
2018
Q1 | $688K | Sell |
15,833
-1,127
| -7% | -$49K | 0.09% | 121 |
|
|
2017
Q4 | $778K | Buy |
16,960
+538
| +3% | +$24.7K | 0.09% | 109 |
|
|
2017
Q3 | $739K | Sell |
16,422
-1,517
| -8% | -$68.3K | 0.1% | 116 |
|
|
2017
Q2 | $805K | Buy |
17,939
+122
| +0.7% | +$5.48K | 0.11% | 99 |
|
|
2017
Q1 | $756K | Buy |
17,817
+9,417
| +112% | +$400K | 0.18% | 42 |
|
|
2016
Q4 | $348K | Sell |
8,400
-9,824
| -54% | -$407K | 0.13% | 66 |
|
|
2016
Q3 | $771K | Sell |
18,224
-880
| -5% | -$37.2K | 0.12% | 95 |
|
|
2016
Q2 | $866K | Sell |
19,104
-3,155
| -14% | -$143K | 0.15% | 84 |
|
|
2016
Q1 | $1.03M | Sell |
22,259
-70
| -0.3% | -$3.25K | 0.19% | 66 |
|
|
2015
Q4 | $959K | Sell |
22,329
-1,716
| -7% | -$73.7K | 0.19% | 63 |
|
|
2015
Q3 | $965K | Sell |
24,045
-1,383
| -5% | -$55.5K | 0.21% | 54 |
|
|
2015
Q2 | $998K | Buy |
25,428
+2,465
| +11% | +$96.7K | 0.23% | 47 |
|
|
2015
Q1 | $931K | Sell |
22,963
-86
| -0.4% | -$3.49K | 0.21% | 53 |
|
|
2014
Q4 | $973K | Sell |
23,049
-10,682
| -32% | -$451K | 0.22% | 53 |
|
|
2014
Q3 | $1.44M | Buy |
33,731
+5,794
| +21% | +$247K | 0.32% | 39 |
|
|
2014
Q2 | $1.18M | Buy |
27,937
+789
| +3% | +$33.4K | 0.27% | 44 |
|
|
2014
Q1 | $1.05M | Sell |
27,148
-1,668
| -6% | -$64.5K | 0.25% | 44 |
|
|
2013
Q4 | $1.18M | Buy |
28,816
+1,166
| +4% | +$47.6K | 0.27% | 46 |
|
|
2013
Q3 | $1.05M | Buy |
27,650
+6,209
| +29% | +$235K | 0.27% | 45 |
|
|
2013
Q2 | $860K | Buy |
+21,441
| New | +$860K | 0.26% | 39 |
|