Cambridge Advisors’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 | $657K | Buy |
9,284
+36
| +0.4% | +$2.55K | 0.14% | 98 |
|
|
2025
Q1 | $662K | Sell |
9,248
-800
| -8% | -$57.3K | 0.15% | 98 |
|
|
2024
Q4 | $626K | Buy |
10,048
+72
| +0.7% | +$4.48K | 0.14% | 102 |
|
|
2024
Q3 | $717K | Buy |
9,976
+38
| +0.4% | +$2.73K | 0.16% | 97 |
|
|
2024
Q2 | $633K | Buy |
9,938
+1,039
| +12% | +$66.1K | 0.15% | 104 |
|
|
2024
Q1 | $544K | Hold |
8,899
| – | – | 0.13% | 114 |
|
|
2023
Q4 | $524K | Sell |
8,899
-122
| -1% | -$7.19K | 0.13% | 106 |
|
|
2023
Q3 | $505K | Buy |
9,021
+36
| +0.4% | +$2.02K | 0.14% | 107 |
|
|
2023
Q2 | $541K | Sell |
8,985
-1,646
| -15% | -$99.1K | 0.14% | 104 |
|
|
2023
Q1 | $659K | Hold |
10,631
| – | – | 0.17% | 99 |
|
|
2022
Q4 | $676K | Buy |
10,631
+87
| +0.8% | +$5.53K | 0.18% | 93 |
|
|
2022
Q3 | $591K | Sell |
10,544
-160
| -1% | -$8.97K | 0.17% | 99 |
|
|
2022
Q2 | $673K | Sell |
10,704
-59
| -0.5% | -$3.71K | 0.18% | 88 |
|
|
2022
Q1 | $667K | Sell |
10,763
-100
| -0.9% | -$6.2K | 0.16% | 98 |
|
|
2021
Q4 | $643K | Sell |
10,863
-113
| -1% | -$6.69K | 0.15% | 104 |
|
|
2021
Q3 | $576K | Buy |
10,976
+44
| +0.4% | +$2.31K | 0.14% | 106 |
|
|
2021
Q2 | $592K | Buy |
10,932
+101
| +0.9% | +$5.47K | 0.14% | 101 |
|
|
2021
Q1 | $571K | Hold |
10,831
| – | – | 0.15% | 100 |
|
|
2020
Q4 | $594K | Buy |
10,831
+71
| +0.7% | +$3.89K | 0.16% | 90 |
|
|
2020
Q3 | $531K | Sell |
10,760
-140
| -1% | -$6.91K | 0.16% | 90 |
|
|
2020
Q2 | $487K | Buy |
10,900
+52
| +0.5% | +$2.32K | 0.15% | 93 |
|
|
2020
Q1 | $480K | Buy |
10,848
+481
| +5% | +$21.3K | 0.17% | 87 |
|
|
2019
Q4 | $574K | Buy |
10,367
+80
| +0.8% | +$4.43K | 0.18% | 87 |
|
|
2019
Q3 | $560K | Buy |
10,287
+41
| +0.4% | +$2.23K | 0.18% | 76 |
|
|
2019
Q2 | $522K | Sell |
10,246
-1,095
| -10% | -$55.8K | 0.17% | 88 |
|
|
2019
Q1 | $531K | Hold |
11,341
| – | – | 0.18% | 87 |
|
|
2018
Q4 | $537K | Buy |
11,341
+963
| +9% | +$45.6K | 0.2% | 81 |
|
|
2018
Q3 | $479K | Sell |
10,378
-2,117
| -17% | -$97.7K | 0.16% | 89 |
|
|
2018
Q2 | $548K | Sell |
12,495
-44
| -0.4% | -$1.93K | 0.19% | 85 |
|
|
2018
Q1 | $545K | Buy |
12,539
+3,338
| +36% | +$145K | 0.2% | 83 |
|
|
2017
Q4 | $422K | Buy |
9,201
+1,039
| +13% | +$47.7K | 0.15% | 96 |
|
|
2017
Q3 | $367K | Buy |
8,162
+25
| +0.3% | +$1.12K | 0.14% | 103 |
|
|
2017
Q2 | $365K | Buy |
8,137
+26
| +0.3% | +$1.17K | 0.15% | 101 |
|
|
2017
Q1 | $344K | Hold |
8,111
| – | – | 0.14% | 104 |
|
|
2016
Q4 | $336K | Buy |
8,111
+50
| +0.6% | +$2.07K | 0.15% | 106 |
|
|
2016
Q3 | $341K | Buy |
8,061
+22
| +0.3% | +$931 | 0.15% | 106 |
|
|
2016
Q2 | $364K | Buy |
8,039
+22
| +0.3% | +$996 | 0.17% | 98 |
|
|
2016
Q1 | $372K | Hold |
8,017
| – | – | 0.17% | 96 |
|
|
2015
Q4 | $344K | Buy |
8,017
+14
| +0.2% | +$601 | 0.2% | 101 |
|
|
2015
Q3 | $321K | Buy |
8,003
+890
| +13% | +$35.7K | 0.19% | 102 |
|
|
2015
Q2 | $279K | Sell |
7,113
-8
| -0.1% | -$314 | 0.16% | 107 |
|
|
2015
Q1 | $289K | Sell |
7,121
-4,497
| -39% | -$183K | 0.17% | 102 |
|
|
2014
Q4 | $491K | Buy |
+11,618
| New | +$491K | 0.3% | 72 |
|