Cannon Financial Strategists’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 | $4.1M | Buy |
57,883
+40
| +0.1% | +$2.83K | 0.65% | 17 |
|
|
2025
Q1 | $4.14M | Buy |
57,843
+277
| +0.5% | +$19.8K | 0.71% | 18 |
|
|
2024
Q4 | $3.58M | Buy |
57,566
+831
| +1% | +$51.7K | 0.61% | 19 |
|
|
2024
Q3 | $4.08M | Sell |
56,735
-1
| -0% | -$72 | 0.71% | 18 |
|
|
2024
Q2 | $3.61M | Buy |
56,736
+110
| +0.2% | +$7K | 0.69% | 18 |
|
|
2024
Q1 | $3.46M | Sell |
56,626
-2,538
| -4% | -$155K | 0.68% | 18 |
|
|
2023
Q4 | $3.49M | Hold |
59,164
| – | – | 0.75% | 19 |
|
|
2023
Q3 | $3.31M | Hold |
59,164
| – | – | 0.84% | 18 |
|
|
2023
Q2 | $3.56M | Hold |
59,164
| – | – | 0.98% | 18 |
|
|
2023
Q1 | $3.67M | Buy |
59,164
+8
| +0% | +$496 | 1.24% | 15 |
|
|
2022
Q4 | $3.76M | Sell |
59,156
-201
| -0.3% | -$12.8K | 1.37% | 16 |
|
|
2022
Q3 | $3.33M | Sell |
59,357
-400
| -0.7% | -$22.4K | 1.31% | 17 |
|
|
2022
Q2 | $3.76M | Sell |
59,757
-204
| -0.3% | -$12.8K | 1.46% | 15 |
|
|
2022
Q1 | $3.72M | Sell |
59,961
-166
| -0.3% | -$10.3K | 1.34% | 14 |
|
|
2021
Q4 | $3.56M | Sell |
60,127
-993
| -2% | -$58.8K | 1.28% | 15 |
|
|
2021
Q3 | $3.21M | Buy |
61,120
+1,032
| +2% | +$54.1K | 1.24% | 15 |
|
|
2021
Q2 | $3.25M | Hold |
60,088
| – | – | 1.29% | 15 |
|
|
2021
Q1 | $3.17M | Hold |
60,088
| – | – | 1.36% | 15 |
|
|
2020
Q4 | $3.3M | Sell |
60,088
-12,424
| -17% | -$681K | 1.6% | 14 |
|
|
2020
Q3 | $3.58M | Sell |
72,512
-3,310
| -4% | -$163K | 1.97% | 14 |
|
|
2020
Q2 | $3.39M | Sell |
75,822
-15,224
| -17% | -$680K | 2.04% | 13 |
|
|
2020
Q1 | $4.03M | Buy |
91,046
+50,746
| +126% | +$2.25M | 3% | 12 |
|
|
2019
Q4 | $2.23M | Sell |
40,300
-190
| -0.5% | -$10.5K | 1.45% | 17 |
|
|
2019
Q3 | $2.2M | Buy |
40,490
+6,534
| +19% | +$356K | 1.69% | 16 |
|
|
2019
Q2 | $1.73M | Buy |
33,956
+27
| +0.1% | +$1.38K | 1.46% | 17 |
|
|
2019
Q1 | $1.59M | Buy |
+33,929
| New | +$1.59M | 1.42% | 15 |
|