Capital Analysts LLC’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 | $4.66M | Buy |
65,849
+1,705
| +3% | +$121K | 0.16% | 119 |
|
|
2025
Q1 | $4.59M | Sell |
64,144
-13,009
| -17% | -$932K | 0.17% | 110 |
|
|
2024
Q4 | $4.8M | Buy |
77,153
+12,450
| +19% | +$775K | 0.19% | 98 |
|
|
2024
Q3 | $4.65M | Buy |
64,703
+15,225
| +31% | +$1.09M | 0.19% | 99 |
|
|
2024
Q2 | $3.15M | Buy |
49,478
+2,010
| +4% | +$128K | 0.14% | 130 |
|
|
2024
Q1 | $2.9M | Buy |
47,468
+3,038
| +7% | +$186K | 0.14% | 131 |
|
|
2023
Q4 | $2.62M | Sell |
44,430
-3,569
| -7% | -$210K | 0.13% | 135 |
|
|
2023
Q3 | $2.69M | Buy |
47,999
+691
| +1% | +$38.7K | 0.15% | 118 |
|
|
2023
Q2 | $2.85M | Buy |
47,308
+1,602
| +4% | +$96.5K | 0.16% | 114 |
|
|
2023
Q1 | $2.84M | Buy |
45,706
+4,892
| +12% | +$303K | 0.16% | 113 |
|
|
2022
Q4 | $2.6M | Buy |
40,814
+970
| +2% | +$61.7K | 0.16% | 126 |
|
|
2022
Q3 | $2.23M | Buy |
39,844
+1,708
| +4% | +$95.7K | 0.15% | 132 |
|
|
2022
Q2 | $2.4M | Buy |
38,136
+1,544
| +4% | +$97.1K | 0.17% | 127 |
|
|
2022
Q1 | $2.27M | Sell |
36,592
-646
| -2% | -$40.1K | 0.14% | 140 |
|
|
2021
Q4 | $2.21M | Buy |
37,238
+521
| +1% | +$30.9K | 0.13% | 150 |
|
|
2021
Q3 | $1.93M | Buy |
36,717
+311
| +0.9% | +$16.3K | 0.13% | 152 |
|
|
2021
Q2 | $1.97M | Sell |
36,406
-1,000
| -3% | -$54.1K | 0.13% | 148 |
|
|
2021
Q1 | $1.97M | Buy |
37,406
+8,815
| +31% | +$464K | 0.14% | 140 |
|
|
2020
Q4 | $1.57M | Sell |
28,591
-2,653
| -8% | -$145K | 0.14% | 133 |
|
|
2020
Q3 | $1.54M | Sell |
31,244
-990
| -3% | -$48.9K | 0.15% | 123 |
|
|
2020
Q2 | $1.44M | Sell |
32,234
-191
| -0.6% | -$8.53K | 0.15% | 125 |
|
|
2020
Q1 | $1.44M | Buy |
32,425
+1,265
| +4% | +$56K | 0.18% | 104 |
|
|
2019
Q4 | $1.73M | Sell |
31,160
-617
| -2% | -$34.2K | 0.17% | 112 |
|
|
2019
Q3 | $1.73M | Buy |
31,777
+365
| +1% | +$19.9K | 0.18% | 99 |
|
|
2019
Q2 | $1.6M | Buy |
31,412
+31
| +0.1% | +$1.58K | 0.17% | 108 |
|
|
2019
Q1 | $1.47M | Buy |
31,381
+4,230
| +16% | +$198K | 0.17% | 107 |
|
|
2018
Q4 | $1.29M | Buy |
27,151
+1,178
| +5% | +$55.8K | 0.17% | 102 |
|
|
2018
Q3 | $1.2M | Buy |
25,973
+580
| +2% | +$26.8K | 0.14% | 138 |
|
|
2018
Q2 | $1.11M | Buy |
25,393
+959
| +4% | +$42.1K | 0.13% | 135 |
|
|
2018
Q1 | $1.06M | Buy |
24,434
+232
| +1% | +$10.1K | 0.13% | 134 |
|
|
2017
Q4 | $1.11M | Sell |
24,202
-579
| -2% | -$26.6K | 0.14% | 128 |
|
|
2017
Q3 | $1.12M | Buy |
24,781
+692
| +3% | +$31.1K | 0.15% | 113 |
|
|
2017
Q2 | $1.08M | Buy |
24,089
+564
| +2% | +$25.3K | 0.15% | 107 |
|
|
2017
Q1 | $998K | Buy |
23,525
+1,832
| +8% | +$77.8K | 0.16% | 97 |
|
|
2016
Q4 | $899K | Buy |
21,693
+851
| +4% | +$35.3K | 0.16% | 102 |
|
|
2016
Q3 | $882K | Buy |
20,842
+2,483
| +14% | +$105K | 0.17% | 102 |
|
|
2016
Q2 | $832K | Sell |
18,359
-108
| -0.6% | -$4.9K | 0.17% | 99 |
|
|
2016
Q1 | $857K | Sell |
18,467
-2,671
| -13% | -$124K | 0.17% | 98 |
|
|
2015
Q4 | $908K | Sell |
21,138
-21,824
| -51% | -$938K | 0.18% | 104 |
|
|
2015
Q3 | $1.72M | Buy |
42,962
+19,793
| +85% | +$794K | 0.33% | 79 |
|
|
2015
Q2 | $909K | Sell |
23,169
-38,044
| -62% | -$1.49M | 0.19% | 113 |
|
|
2015
Q1 | $2.48M | Buy |
61,213
+2,178
| +4% | +$88.3K | 0.52% | 47 |
|
|
2014
Q4 | $2.49M | Buy |
59,035
+923
| +2% | +$39K | 0.55% | 43 |
|
|
2014
Q3 | $2.48M | Buy |
58,112
+53
| +0.1% | +$2.26K | 0.58% | 37 |
|
|
2014
Q2 | $2.46M | Buy |
58,059
+470
| +0.8% | +$19.9K | 0.6% | 33 |
|
|
2014
Q1 | $2.23M | Buy |
57,589
+7,581
| +15% | +$293K | 0.58% | 35 |
|
|
2013
Q4 | $2.07M | Buy |
50,008
+3,303
| +7% | +$136K | 0.56% | 43 |
|
|
2013
Q3 | $1.77M | Buy |
46,705
+2,939
| +7% | +$111K | 0.53% | 49 |
|
|
2013
Q2 | $1.76M | Buy |
+43,766
| New | +$1.76M | 0.55% | 43 |
|