BMA
Brooks Moore & Associates’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.43M | Sell |
94,781
-712
| -0.7% | -$48.3K | 3.47% | 4 |
|
|
2025
Q1 | $6.84M | Sell |
95,493
-1,264
| -1% | -$90.5K | 3.86% | 3 |
|
|
2024
Q4 | $6.02M | Buy |
96,757
+555
| +0.6% | +$34.6K | 3.56% | 3 |
|
|
2024
Q3 | $6.91M | Buy |
96,202
+320
| +0.3% | +$23K | 4.08% | 2 |
|
|
2024
Q2 | $6.1M | Sell |
95,882
-200
| -0.2% | -$12.7K | 3.92% | 3 |
|
|
2024
Q1 | $5.88M | Sell |
96,082
-600
| -0.6% | -$36.7K | 3.77% | 4 |
|
|
2023
Q4 | $5.7M | Buy |
96,682
+28,244
| +41% | +$1.66M | 3.92% | 2 |
|
|
2023
Q3 | $3.83M | Sell |
68,438
-200
| -0.3% | -$11.2K | 2.89% | 10 |
|
|
2023
Q2 | $4.13M | Sell |
68,638
-200
| -0.3% | -$12K | 2.91% | 9 |
|
|
2023
Q1 | $4.27M | Buy |
68,838
+15,013
| +28% | +$931K | 3.07% | 9 |
|
|
2022
Q4 | $3.42M | Sell |
53,825
-7
| -0% | -$445 | 2.5% | 12 |
|
|
2022
Q3 | $3.02M | Sell |
53,832
-2,085
| -4% | -$117K | 2.44% | 11 |
|
|
2022
Q2 | $3.52M | Sell |
55,917
-1,100
| -2% | -$69.2K | 2.54% | 12 |
|
|
2022
Q1 | $3.54M | Sell |
57,017
-7,100
| -11% | -$440K | 2.17% | 17 |
|
|
2021
Q4 | $3.8M | Sell |
64,117
-650
| -1% | -$38.5K | 2.23% | 12 |
|
|
2021
Q3 | $3.4M | Sell |
64,767
-272
| -0.4% | -$14.3K | 2.22% | 14 |
|
|
2021
Q2 | $3.52M | Sell |
65,039
-8,980
| -12% | -$486K | 2.25% | 12 |
|
|
2021
Q1 | $3.9M | Buy |
74,019
+15,340
| +26% | +$809K | 2.64% | 6 |
|
|
2020
Q4 | $3.22M | Sell |
58,679
-1,425
| -2% | -$78.1K | 2.49% | 8 |
|
|
2020
Q3 | $2.97M | Sell |
60,104
-1,100
| -2% | -$54.3K | 2.56% | 10 |
|
|
2020
Q2 | $2.74M | Buy |
61,204
+12,398
| +25% | +$554K | 2.56% | 10 |
|
|
2020
Q1 | $2.16M | Buy |
48,806
+6,062
| +14% | +$268K | 2.29% | 10 |
|
|
2019
Q4 | $2.37M | Buy |
42,744
+10
| +0% | +$554 | 1.88% | 18 |
|
|
2019
Q3 | $2.33M | Buy |
42,734
+447
| +1% | +$24.3K | 1.96% | 17 |
|
|
2019
Q2 | $2.15M | Buy |
42,287
+2,725
| +7% | +$139K | 1.85% | 17 |
|
|
2019
Q1 | $1.85M | Sell |
39,562
-10,300
| -21% | -$483K | 1.69% | 22 |
|
|
2018
Q4 | $2.36M | Buy |
+49,862
| New | +$2.36M | 2.38% | 9 |
|