Cascade Investment Advisors’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 | $251K | Sell |
3,542
-178
| -5% | -$12.6K | 0.16% | 105 |
|
|
2025
Q1 | $266K | Hold |
3,720
| – | – | 0.18% | 104 |
|
|
2024
Q4 | $232K | Hold |
3,720
| – | – | 0.15% | 106 |
|
|
2024
Q3 | $267K | Hold |
3,720
| – | – | 0.17% | 103 |
|
|
2024
Q2 | $237K | Sell |
3,720
-100
| -3% | -$6.36K | 0.16% | 106 |
|
|
2024
Q1 | $234K | Sell |
3,820
-75
| -2% | -$4.59K | 0.15% | 110 |
|
|
2023
Q4 | $230K | Hold |
3,895
| – | – | 0.16% | 103 |
|
|
2023
Q3 | $218K | Hold |
3,895
| – | – | 0.17% | 102 |
|
|
2023
Q2 | $235K | Buy |
3,895
+78
| +2% | +$4.7K | 0.18% | 107 |
|
|
2023
Q1 | $237K | Buy |
3,817
+1
| +0% | +$62 | 0.19% | 100 |
|
|
2022
Q4 | $243K | Hold |
3,816
| – | – | 0.2% | 106 |
|
|
2022
Q3 | $228K | Hold |
3,816
| – | – | 0.2% | 105 |
|
|
2022
Q2 | $240K | Hold |
3,816
| – | – | 0.19% | 106 |
|
|
2022
Q1 | $237K | Hold |
3,816
| – | – | 0.14% | 115 |
|
|
2021
Q4 | $226K | Hold |
3,816
| – | – | 0.13% | 115 |
|
|
2021
Q3 | $200K | Hold |
3,816
| – | – | 0.13% | 112 |
|
|
2021
Q2 | $207K | Hold |
3,816
| – | – | 0.13% | 110 |
|
|
2021
Q1 | $201K | Hold |
3,816
| – | – | 0.13% | 111 |
|
|
2020
Q4 | $209K | Hold |
3,816
| – | – | 0.15% | 107 |
|
|
2020
Q3 | $188K | Hold |
3,816
| – | – | 0.16% | 108 |
|
|
2020
Q2 | $171K | Hold |
3,816
| – | – | 0.16% | 101 |
|
|
2020
Q1 | $169K | Sell |
3,816
-200
| -5% | -$8.85K | 0.19% | 101 |
|
|
2019
Q4 | $222K | Sell |
4,016
-1,417
| -26% | -$78.4K | 0.17% | 102 |
|
|
2019
Q3 | $296K | Buy |
5,433
+1,167
| +27% | +$63.5K | 0.23% | 97 |
|
|
2019
Q2 | $217K | Hold |
4,266
| – | – | 0.18% | 98 |
|
|
2019
Q1 | $200K | Sell |
4,266
-455
| -10% | -$21.3K | 0.18% | 100 |
|
|
2018
Q4 | $224K | Hold |
4,721
| – | – | 0.23% | 90 |
|
|
2018
Q3 | $218K | Sell |
4,721
-211
| -4% | -$9.75K | 0.18% | 95 |
|
|
2018
Q2 | $216K | Buy |
4,932
+1,595
| +48% | +$70K | 0.19% | 94 |
|
|
2018
Q1 | $145K | Buy |
3,337
+966
| +41% | +$42K | 0.11% | 102 |
|
|
2017
Q4 | $109K | Buy |
2,371
+455
| +24% | +$20.9K | 0.09% | 107 |
|
|
2017
Q3 | $86.2K | Hold |
1,916
| – | – | 0.07% | 109 |
|
|
2017
Q2 | $85.9K | Sell |
1,916
-100
| -5% | -$4.49K | 0.07% | 110 |
|
|
2017
Q1 | $85.6K | Sell |
2,016
-1,083
| -35% | -$46K | 0.08% | 102 |
|
|
2016
Q4 | $128K | Buy |
+3,099
| New | +$128K | 0.11% | 93 |
|
|
2016
Q2 | $91.4K | Buy |
+2,016
| New | +$91.4K | 0.09% | 91 |
|