Capital Insight Partners’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 | $258K | Hold |
3,643
| – | – | 0.04% | 147 |
|
|
2025
Q1 | $261K | Hold |
3,643
| – | – | 0.05% | 146 |
|
|
2024
Q4 | $227K | Sell |
3,643
-180
| -5% | -$11.2K | 0.04% | 151 |
|
|
2024
Q3 | $275K | Sell |
3,823
-215
| -5% | -$15.5K | 0.05% | 142 |
|
|
2024
Q2 | $257K | Sell |
4,038
-120
| -3% | -$7.64K | 0.05% | 144 |
|
|
2024
Q1 | $254K | Buy |
4,158
+40
| +1% | +$2.45K | 0.05% | 153 |
|
|
2023
Q4 | $243K | Sell |
4,118
-18
| -0.4% | -$1.06K | 0.05% | 155 |
|
|
2023
Q3 | $232K | Hold |
4,136
| – | – | 0.05% | 152 |
|
|
2023
Q2 | $249K | Sell |
4,136
-80
| -2% | -$4.82K | 0.06% | 151 |
|
|
2023
Q1 | $262K | Sell |
4,216
-56
| -1% | -$3.47K | 0.06% | 150 |
|
|
2022
Q4 | $272K | Buy |
4,272
+225
| +6% | +$14.3K | 0.07% | 140 |
|
|
2022
Q3 | $227K | Hold |
4,047
| – | – | 0.06% | 140 |
|
|
2022
Q2 | $255K | Sell |
4,047
-228
| -5% | -$14.4K | 0.06% | 148 |
|
|
2022
Q1 | $265K | Hold |
4,275
| – | – | 0.05% | 152 |
|
|
2021
Q4 | $253K | Hold |
4,275
| – | – | 0.05% | 138 |
|
|
2021
Q3 | $224K | Hold |
4,275
| – | – | 0.05% | 146 |
|
|
2021
Q2 | $231K | Hold |
4,275
| – | – | 0.05% | 142 |
|
|
2021
Q1 | $225K | Sell |
4,275
-179
| -4% | -$9.42K | 0.05% | 140 |
|
|
2020
Q4 | $244K | Buy |
4,454
+56
| +1% | +$3.07K | 0.06% | 136 |
|
|
2020
Q3 | $217K | Buy |
+4,398
| New | +$217K | 0.06% | 138 |
|
|
2020
Q1 | – | Sell |
-4,768
| Closed | -$264K | – | 97 |
|
|
2019
Q4 | $264K | Sell |
4,768
-755
| -14% | -$41.8K | 0.12% | 88 |
|
|
2019
Q3 | $301K | Sell |
5,523
-46
| -0.8% | -$2.51K | 0.26% | 72 |
|
|
2019
Q2 | $284K | Sell |
5,569
-281
| -5% | -$14.3K | 0.25% | 73 |
|
|
2019
Q1 | $274K | Sell |
5,850
-107
| -2% | -$5.01K | 0.25% | 70 |
|
|
2018
Q4 | $282K | Sell |
5,957
-100
| -2% | -$4.73K | 0.29% | 68 |
|
|
2018
Q3 | $280K | Hold |
6,057
| – | – | 0.25% | 69 |
|
|
2018
Q2 | $266K | Buy |
6,057
+1,057
| +21% | +$46.4K | 0.22% | 66 |
|
|
2018
Q1 | $217K | Sell |
5,000
-107
| -2% | -$4.64K | 0.18% | 74 |
|
|
2017
Q4 | $234K | Sell |
5,107
-25
| -0.5% | -$1.15K | 0.18% | 76 |
|
|
2017
Q3 | $231K | Sell |
5,132
-468
| -8% | -$21.1K | 0.2% | 73 |
|
|
2017
Q2 | $251K | Sell |
5,600
-397
| -7% | -$17.8K | 0.22% | 67 |
|
|
2017
Q1 | $255K | Buy |
5,997
+195
| +3% | +$8.29K | 0.23% | 65 |
|
|
2016
Q4 | $241K | Hold |
5,802
| – | – | 0.24% | 62 |
|
|
2016
Q3 | $246K | Sell |
5,802
-1,083
| -16% | -$45.9K | 0.24% | 62 |
|
|
2016
Q2 | $312K | Buy |
6,885
+110
| +2% | +$4.99K | 0.3% | 53 |
|
|
2016
Q1 | $314K | Hold |
6,775
| – | – | 0.32% | 49 |
|
|
2015
Q4 | $291K | Sell |
6,775
-655
| -9% | -$28.1K | 0.29% | 50 |
|
|
2015
Q3 | $298K | Sell |
7,430
-2,725
| -27% | -$109K | 0.28% | 49 |
|
|
2015
Q2 | $398K | Buy |
+10,155
| New | +$398K | 0.34% | 52 |
|