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 |
|