Capital Investment 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
$2.73M Sell
38,557
-684
-2% -$48.4K 0.22% 107
2025
Q1
$2.81M Buy
39,241
+1,844
+5% +$132K 0.25% 94
2024
Q4
$2.33M Buy
37,397
+1,081
+3% +$67.3K 0.22% 103
2024
Q3
$2.61M Sell
36,316
-1,300
-3% -$93.4K 0.25% 93
2024
Q2
$2.39M Sell
37,616
-150
-0.4% -$9.55K 0.25% 90
2024
Q1
$2.31M Sell
37,766
-3,842
-9% -$235K 0.25% 95
2023
Q4
$2.45M Buy
41,608
+367
+0.9% +$21.6K 0.23% 80
2023
Q3
$2.31M Buy
41,241
+2,160
+6% +$121K 0.23% 78
2023
Q2
$2.35M Buy
39,081
+2,697
+7% +$162K 0.23% 76
2023
Q1
$2.26M Sell
36,384
-3,071
-8% -$190K 0.27% 75
2022
Q4
$2.51M Buy
39,455
+1,204
+3% +$76.6K 0.3% 70
2022
Q3
$2.14M Sell
38,251
-426
-1% -$23.9K 0.28% 69
2022
Q2
$2.43M Buy
38,677
+1,212
+3% +$76.2K 0.29% 69
2022
Q1
$2.32M Buy
37,465
+1,695
+5% +$105K 0.25% 82
2021
Q4
$2.12M Sell
35,770
-257
-0.7% -$15.2K 0.25% 86
2021
Q3
$1.89M Sell
36,027
-5,960
-14% -$313K 0.24% 86
2021
Q2
$2.27M Sell
41,987
-10,135
-19% -$548K 0.29% 75
2021
Q1
$2.75M Buy
52,122
+4,568
+10% +$241K 0.39% 59
2020
Q4
$2.61M Buy
47,554
+4,076
+9% +$224K 0.39% 58
2020
Q3
$2.15M Buy
43,478
+11
+0% +$543 0.4% 60
2020
Q2
$1.94M Buy
43,467
+1,549
+4% +$69.2K 0.39% 64
2020
Q1
$1.86M Buy
41,918
+13,259
+46% +$587K 0.45% 51
2019
Q4
$1.59M Sell
28,659
-2,255
-7% -$125K 0.42% 49
2019
Q3
$1.68M Buy
30,914
+54
+0.2% +$2.94K 0.47% 41
2019
Q2
$1.58M Buy
30,860
+10,695
+53% +$548K 0.48% 39
2019
Q1
$945K Buy
20,165
+1,228
+6% +$57.5K 0.35% 51
2018
Q4
$897K Buy
18,937
+1,178
+7% +$55.8K 0.38% 52
2018
Q3
$820K Buy
17,759
+580
+3% +$26.8K 0.38% 64
2018
Q2
$753K Sell
17,179
-185
-1% -$8.11K 0.38% 66
2018
Q1
$754K Buy
17,364
+4,801
+38% +$208K 0.42% 59
2017
Q4
$576K Buy
12,563
+78
+0.6% +$3.58K 0.34% 69
2017
Q3
$562K Buy
12,485
+164
+1% +$7.38K 0.35% 68
2017
Q2
$553K Sell
12,321
-335
-3% -$15K 0.36% 69
2017
Q1
$537K Buy
12,656
+1,580
+14% +$67K 0.39% 67
2016
Q4
$459K Buy
+11,076
New +$459K 0.4% 66