CIA
Capital Investment Advisors’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.2M | Sell |
525,645
-3,863
| -0.7% | -$273K | 0.67% | 44 |
|
|
2025
Q1 | $37.9M | Buy |
529,508
+29,314
| +6% | +$2.1M | 0.74% | 39 |
|
|
2024
Q4 | $31.1M | Buy |
500,194
+4,017
| +0.8% | +$250K | 0.63% | 46 |
|
|
2024
Q3 | $35.7M | Sell |
496,177
-14,288
| -3% | -$1.03M | 0.73% | 39 |
|
|
2024
Q2 | $32.5M | Sell |
510,465
-20,620
| -4% | -$1.31M | 0.73% | 38 |
|
|
2024
Q1 | $32.5M | Buy |
531,085
+59,642
| +13% | +$3.65M | 0.76% | 41 |
|
|
2023
Q4 | $27.8M | Buy |
471,443
+31,027
| +7% | +$1.83M | 0.7% | 39 |
|
|
2023
Q3 | $24.7M | Buy |
440,416
+6,643
| +2% | +$372K | 0.68% | 41 |
|
|
2023
Q2 | $26.1M | Buy |
433,773
+329
| +0.1% | +$19.8K | 0.8% | 33 |
|
|
2023
Q1 | $26.9M | Sell |
433,444
-14,231
| -3% | -$883K | 0.79% | 35 |
|
|
2022
Q4 | $28.5M | Buy |
447,675
+3,101
| +0.7% | +$197K | 0.86% | 29 |
|
|
2022
Q3 | $24.9M | Buy |
444,574
+12,590
| +3% | +$705K | 0.85% | 29 |
|
|
2022
Q2 | $27.2M | Sell |
431,984
-4,975
| -1% | -$313K | 0.9% | 29 |
|
|
2022
Q1 | $27.1M | Sell |
436,959
-11,361
| -3% | -$704K | 0.83% | 32 |
|
|
2021
Q4 | $26.5M | Sell |
448,320
-1,453
| -0.3% | -$86K | 0.81% | 29 |
|
|
2021
Q3 | $23.6M | Sell |
449,773
-4,041
| -0.9% | -$212K | 0.79% | 32 |
|
|
2021
Q2 | $24.6M | Buy |
453,814
+4,682
| +1% | +$253K | 0.85% | 29 |
|
|
2021
Q1 | $23.7M | Buy |
449,132
+11,051
| +3% | +$583K | 0.89% | 29 |
|
|
2020
Q4 | $24M | Sell |
438,081
-2,322
| -0.5% | -$127K | 1% | 27 |
|
|
2020
Q3 | $21.7M | Buy |
440,403
+8,501
| +2% | +$420K | 1.04% | 27 |
|
|
2020
Q2 | $19.3M | Buy |
431,902
+27,706
| +7% | +$1.24M | 1% | 28 |
|
|
2020
Q1 | $17.9M | Buy |
404,196
+184,038
| +84% | +$8.14M | 1.14% | 24 |
|
|
2019
Q4 | $12.2M | Buy |
220,158
+3,099
| +1% | +$172K | 0.59% | 41 |
|
|
2019
Q3 | $11.8M | Sell |
217,059
-87
| -0% | -$4.74K | 0.62% | 38 |
|
|
2019
Q2 | $11.1M | Buy |
217,146
+1,204
| +0.6% | +$61.3K | 0.61% | 39 |
|
|
2019
Q1 | $10.1M | Sell |
215,942
-257
| -0.1% | -$12K | 0.59% | 38 |
|
|
2018
Q4 | $10.2M | Buy |
216,199
+12,955
| +6% | +$613K | 0.68% | 37 |
|
|
2018
Q3 | $9.39M | Sell |
203,244
-2,837
| -1% | -$131K | 0.55% | 44 |
|
|
2018
Q2 | $9.04M | Buy |
206,081
+3,076
| +2% | +$135K | 0.56% | 44 |
|
|
2018
Q1 | $8.82M | Buy |
203,005
+1,667
| +0.8% | +$72.4K | 0.57% | 38 |
|
|
2017
Q4 | $9.24M | Buy |
201,338
+99
| +0% | +$4.54K | 0.6% | 38 |
|
|
2017
Q3 | $9.06M | Sell |
201,239
-481
| -0.2% | -$21.7K | 0.62% | 38 |
|
|
2017
Q2 | $9.05M | Buy |
201,720
+8,193
| +4% | +$367K | 0.65% | 37 |
|
|
2017
Q1 | $8.21M | Sell |
193,527
-6,144
| -3% | -$261K | 0.62% | 37 |
|
|
2016
Q4 | $8.28M | Buy |
199,671
+2,275
| +1% | +$94.3K | 0.7% | 32 |
|
|
2016
Q3 | $8.35M | Buy |
197,396
+954
| +0.5% | +$40.4K | 0.74% | 31 |
|
|
2016
Q2 | $8.91M | Buy |
196,442
+221
| +0.1% | +$10K | 0.83% | 31 |
|
|
2016
Q1 | $9.1M | Sell |
196,221
-14,889
| -7% | -$691K | 0.9% | 29 |
|
|
2015
Q4 | $9.07M | Buy |
211,110
+1,871
| +0.9% | +$80.4K | 0.93% | 26 |
|
|
2015
Q3 | $8.4M | Buy |
209,239
+883
| +0.4% | +$35.4K | 0.94% | 25 |
|
|
2015
Q2 | $8.17M | Buy |
208,356
+7,172
| +4% | +$281K | 0.88% | 25 |
|
|
2015
Q1 | $8.16M | Buy |
201,184
+6,663
| +3% | +$270K | 0.86% | 25 |
|
|
2014
Q4 | $8.21M | Buy |
194,521
+3,389
| +2% | +$143K | 0.91% | 23 |
|
|
2014
Q3 | $8.15M | Buy |
191,132
+4,557
| +2% | +$194K | 0.93% | 24 |
|
|
2014
Q2 | $7.9M | Sell |
186,575
-2,488
| -1% | -$105K | 0.91% | 26 |
|
|
2014
Q1 | $7.31M | Buy |
189,063
+886
| +0.5% | +$34.3K | 0.92% | 25 |
|
|
2013
Q4 | $7.77M | Buy |
+188,177
| New | +$7.77M | 1.03% | 18 |
|