Burney Company’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 | $4.05M | Sell |
57,241
-2,387
| -4% | -$169K | 0.14% | 149 |
|
|
2025
Q1 | $4.27M | Sell |
59,628
-283
| -0.5% | -$20.3K | 0.16% | 134 |
|
|
2024
Q4 | $3.73M | Sell |
59,911
-729
| -1% | -$45.4K | 0.13% | 159 |
|
|
2024
Q3 | $4.36M | Sell |
60,640
-785
| -1% | -$56.4K | 0.16% | 145 |
|
|
2024
Q2 | $3.91M | Sell |
61,425
-3,451
| -5% | -$220K | 0.15% | 161 |
|
|
2024
Q1 | $3.97M | Sell |
64,876
-85,383
| -57% | -$5.22M | 0.15% | 159 |
|
|
2023
Q4 | $8.85M | Buy |
150,259
+119,411
| +387% | +$7.04M | 0.37% | 71 |
|
|
2023
Q3 | $1.73M | Sell |
30,848
-1,639
| -5% | -$91.8K | 0.08% | 239 |
|
|
2023
Q2 | $1.96M | Buy |
32,487
+674
| +2% | +$40.6K | 0.09% | 231 |
|
|
2023
Q1 | $1.97M | Sell |
31,813
-575
| -2% | -$35.7K | 0.1% | 223 |
|
|
2022
Q4 | $2.06M | Sell |
32,388
-5,015
| -13% | -$319K | 0.1% | 196 |
|
|
2022
Q3 | $2.1M | Buy |
37,403
+2,223
| +6% | +$125K | 0.12% | 196 |
|
|
2022
Q2 | $2.21M | Sell |
35,180
-57
| -0.2% | -$3.59K | 0.12% | 197 |
|
|
2022
Q1 | $2.19M | Buy |
35,237
+78
| +0.2% | +$4.84K | 0.1% | 222 |
|
|
2021
Q4 | $2.08M | Sell |
35,159
-236
| -0.7% | -$14K | 0.09% | 234 |
|
|
2021
Q3 | $1.86M | Sell |
35,395
-781
| -2% | -$41K | 0.09% | 234 |
|
|
2021
Q2 | $1.96M | Buy |
36,176
+463
| +1% | +$25K | 0.09% | 235 |
|
|
2021
Q1 | $1.88M | Buy |
35,713
+2,572
| +8% | +$136K | 0.09% | 231 |
|
|
2020
Q4 | $1.82M | Sell |
33,141
-1,464
| -4% | -$80.3K | 0.1% | 229 |
|
|
2020
Q3 | $1.71M | Sell |
34,605
-249
| -0.7% | -$12.3K | 0.11% | 224 |
|
|
2020
Q2 | $1.56M | Buy |
34,854
+590
| +2% | +$26.4K | 0.1% | 221 |
|
|
2020
Q1 | $1.52M | Sell |
34,264
-628
| -2% | -$27.8K | 0.12% | 197 |
|
|
2019
Q4 | $1.93M | Buy |
34,892
+2,938
| +9% | +$163K | 0.11% | 207 |
|
|
2019
Q3 | $1.74M | Sell |
31,954
-404
| -1% | -$22K | 0.1% | 206 |
|
|
2019
Q2 | $1.65M | Sell |
32,358
-901
| -3% | -$45.9K | 0.1% | 216 |
|
|
2019
Q1 | $1.56M | Sell |
33,259
-888
| -3% | -$41.6K | 0.1% | 213 |
|
|
2018
Q4 | $1.62M | Buy |
34,147
+402
| +1% | +$19K | 0.11% | 202 |
|
|
2018
Q3 | $1.56M | Sell |
33,745
-5,908
| -15% | -$273K | 0.09% | 217 |
|
|
2018
Q2 | $1.74M | Buy |
39,653
+10,735
| +37% | +$471K | 0.1% | 213 |
|
|
2018
Q1 | $1.26M | Sell |
28,918
-10,571
| -27% | -$459K | 0.08% | 222 |
|
|
2017
Q4 | $1.81M | Buy |
39,489
+2,441
| +7% | +$112K | 0.1% | 197 |
|
|
2017
Q3 | $1.66M | Sell |
37,048
-663
| -2% | -$29.8K | 0.11% | 193 |
|
|
2017
Q2 | $1.69M | Sell |
37,711
-259
| -0.7% | -$11.6K | 0.11% | 182 |
|
|
2017
Q1 | $1.61M | Buy |
37,970
+295
| +0.8% | +$12.5K | 0.11% | 181 |
|
|
2016
Q4 | $1.56M | Buy |
37,675
+240
| +0.6% | +$9.95K | 0.11% | 175 |
|
|
2016
Q3 | $1.58M | Buy |
37,435
+1,314
| +4% | +$55.4K | 0.11% | 170 |
|
|
2016
Q2 | $1.64M | Buy |
36,121
+3,480
| +11% | +$158K | 0.12% | 163 |
|
|
2016
Q1 | $1.51M | Sell |
32,641
-654
| -2% | -$30.3K | 0.11% | 174 |
|
|
2015
Q4 | $1.45M | Sell |
33,295
-2,039
| -6% | -$88.7K | 0.11% | 175 |
|
|
2015
Q3 | $1.42M | Sell |
35,334
-774
| -2% | -$31.1K | 0.11% | 171 |
|
|
2015
Q2 | $1.42M | Sell |
36,108
-4,483
| -11% | -$176K | 0.1% | 181 |
|
|
2015
Q1 | $1.65M | Buy |
40,591
+4,265
| +12% | +$173K | 0.11% | 171 |
|
|
2014
Q4 | $1.53M | Buy |
36,326
+5,226
| +17% | +$221K | 0.12% | 171 |
|
|
2014
Q3 | $1.33M | Sell |
31,100
-3,655
| -11% | -$156K | 0.11% | 180 |
|
|
2014
Q2 | $1.47M | Sell |
34,755
-2,057
| -6% | -$87.1K | 0.13% | 172 |
|
|
2014
Q1 | $1.42M | Sell |
36,812
-7,230
| -16% | -$279K | 0.13% | 179 |
|
|
2013
Q4 | $1.82M | Sell |
44,042
-2,081
| -5% | -$85.9K | 0.18% | 145 |
|
|
2013
Q3 | $1.75M | Sell |
46,123
-3,073
| -6% | -$116K | 0.2% | 137 |
|
|
2013
Q2 | $1.97M | Buy |
+49,196
| New | +$1.97M | 0.25% | 117 |
|