Capital Advisory Group Advisory Services’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 | $1.31M | Buy |
18,519
+1,032
| +6% | +$73K | 0.47% | 62 |
|
|
2025
Q1 | $1.25M | Buy |
17,487
+756
| +5% | +$54.1K | 0.48% | 60 |
|
|
2024
Q4 | $1.04M | Buy |
16,731
+4,527
| +37% | +$282K | 0.37% | 72 |
|
|
2024
Q3 | $877K | Hold |
12,204
| – | – | 0.35% | 68 |
|
|
2024
Q2 | $777K | Buy |
12,204
+3,270
| +37% | +$208K | 0.33% | 68 |
|
|
2024
Q1 | $547K | Buy |
8,934
+231
| +3% | +$14.1K | 0.26% | 85 |
|
|
2023
Q4 | $513K | Sell |
8,703
-413
| -5% | -$24.3K | 0.27% | 79 |
|
|
2023
Q3 | $510K | Buy |
+9,116
| New | +$510K | 0.29% | 82 |
|
|
2023
Q2 | – | Sell |
-8,974
| Closed | -$557K | – | 114 |
|
|
2023
Q1 | $557K | Buy |
8,974
+755
| +9% | +$46.8K | 0.33% | 75 |
|
|
2022
Q4 | $523K | Buy |
8,219
+108
| +1% | +$6.87K | 0.36% | 72 |
|
|
2022
Q3 | $454K | Buy |
8,111
+984
| +14% | +$55.1K | 0.32% | 79 |
|
|
2022
Q2 | $456K | Sell |
7,127
-13
| -0.2% | -$832 | 0.27% | 85 |
|
|
2022
Q1 | $443K | Buy |
7,140
+755
| +12% | +$46.8K | 0.21% | 97 |
|
|
2021
Q4 | $378K | Buy |
6,385
+253
| +4% | +$15K | 0.16% | 116 |
|
|
2021
Q3 | $322K | Buy |
6,132
+261
| +4% | +$13.7K | 0.12% | 150 |
|
|
2021
Q2 | $318K | Buy |
5,871
+47
| +0.8% | +$2.55K | 0.12% | 147 |
|
|
2021
Q1 | $307K | Buy |
5,824
+1,588
| +37% | +$83.7K | 0.12% | 139 |
|
|
2020
Q4 | $232K | Buy |
4,236
+501
| +13% | +$27.4K | 0.1% | 161 |
|
|
2020
Q3 | $184K | Buy |
3,735
+25
| +0.7% | +$1.23K | 0.1% | 140 |
|
|
2020
Q2 | $166K | Buy |
3,710
+1,497
| +68% | +$67K | 0.09% | 150 |
|
|
2020
Q1 | $98K | Buy |
+2,213
| New | +$98K | 0.12% | 86 |
|
|
2019
Q4 | – | Sell |
-2,848
| Closed | -$157K | – | 316 |
|
|
2019
Q3 | $157K | Hold |
2,848
| – | – | 0.1% | 83 |
|
|
2019
Q2 | $145K | Sell |
2,848
-250
| -8% | -$12.7K | 0.1% | 95 |
|
|
2019
Q1 | $145K | Sell |
3,098
-470
| -13% | -$22K | 0.1% | 91 |
|
|
2018
Q4 | $169K | Sell |
3,568
-150
| -4% | -$7.11K | 0.13% | 73 |
|
|
2018
Q3 | $173K | Sell |
3,718
-300
| -7% | -$14K | 0.12% | 86 |
|
|
2018
Q2 | $177K | Sell |
4,018
-452
| -10% | -$19.9K | 0.13% | 78 |
|
|
2018
Q1 | $196K | Buy |
+4,470
| New | +$196K | 0.14% | 80 |
|