Capital Advisors Ltd’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $267K | Sell |
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|
2025
Q2 | $288K | Sell |
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|
2025
Q1 | $302K | Buy |
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|
2024
Q4 | $235K | Buy |
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|
2024
Q3 | $265K | Buy |
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|
2024
Q2 | $231K | Buy |
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|
2024
Q1 | $213K | Buy |
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|
2023
Q4 | $200K | Buy |
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|
2023
Q3 | $162K | Sell |
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|
2023
Q2 | $188K | Buy |
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|
2023
Q1 | $74K | Sell |
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|
2022
Q4 | $84K | Sell |
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|
2022
Q3 | $230K | Sell |
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|
2022
Q2 | $269K | Sell |
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|
2022
Q1 | $294K | Buy |
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|
2021
Q4 | $231K | Buy |
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|
2021
Q3 | $185K | Hold |
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|
2021
Q2 | $190K | Buy |
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|
2021
Q1 | $35K | Hold |
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|
2020
Q4 | $36K | Buy |
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|
2020
Q3 | $32K | Buy |
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|
2020
Q2 | $29K | Buy |
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|
2020
Q1 | $29K | Hold |
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|
2019
Q4 | $36K | Buy |
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|
2019
Q3 | $35K | Sell |
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|
2019
Q2 | $63K | Buy |
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|
2019
Q1 | $19K | Hold |
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|
2018
Q4 | $19K | Buy |
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|
2018
Q3 | $19K | Buy |
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|
2018
Q2 | $18K | Buy |
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|
2018
Q1 | $17K | Hold |
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|
2017
Q4 | $18K | Buy |
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|
2017
Q3 | $18K | Buy |
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|
2017
Q2 | $8K | Hold |
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|
2017
Q1 | $8K | Sell |
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|
2016
Q4 | $8K | Hold |
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|
2016
Q3 | $8K | Hold |
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|
2016
Q2 | $8K | Sell |
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|
2016
Q1 | $13K | Hold |
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|
2015
Q4 | $12K | Hold |
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|
2015
Q3 | $11K | Sell |
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|
2015
Q2 | $25K | Buy |
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|
2015
Q1 | $6K | Hold |
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|
2014
Q4 | $7K | Sell |
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|
2014
Q3 | $11K | Sell |
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|
2014
Q2 | $19K | Buy |
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|
2014
Q1 | $17K | Hold |
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|
2013
Q4 | $18K | Buy |
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