Certified Advisory Corp’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 | $2.36M | Sell |
33,410
-1,118
| -3% | -$79.1K | 0.25% | 99 |
|
|
2025
Q1 | $2.47M | Buy |
34,528
+1,338
| +4% | +$95.8K | 0.28% | 93 |
|
|
2024
Q4 | $2.07M | Buy |
33,190
+326
| +1% | +$20.3K | 0.22% | 106 |
|
|
2024
Q3 | $2.36M | Sell |
32,864
-101
| -0.3% | -$7.26K | 0.26% | 97 |
|
|
2024
Q2 | $2.1M | Buy |
32,965
+173
| +0.5% | +$11K | 0.26% | 98 |
|
|
2024
Q1 | $2.01M | Sell |
32,792
-729
| -2% | -$44.6K | 0.28% | 97 |
|
|
2023
Q4 | $1.98M | Buy |
33,521
+427
| +1% | +$25.2K | 0.3% | 92 |
|
|
2023
Q3 | $1.85M | Buy |
33,094
+247
| +0.8% | +$13.8K | 0.34% | 86 |
|
|
2023
Q2 | $1.98M | Buy |
32,847
+1,157
| +4% | +$69.7K | 0.36% | 80 |
|
|
2023
Q1 | $1.97M | Buy |
31,690
+459
| +1% | +$28.5K | 0.35% | 82 |
|
|
2022
Q4 | $1.99M | Buy |
31,231
+358
| +1% | +$22.8K | 0.39% | 74 |
|
|
2022
Q3 | $1.73M | Buy |
30,873
+166
| +0.5% | +$9.3K | 0.39% | 72 |
|
|
2022
Q2 | $1.93M | Buy |
30,707
+168
| +0.6% | +$10.6K | 0.43% | 66 |
|
|
2022
Q1 | $1.89M | Hold |
30,539
| – | – | 0.4% | 68 |
|
|
2021
Q4 | $1.81M | Buy |
30,539
+357
| +1% | +$21.1K | 0.4% | 64 |
|
|
2021
Q3 | $1.58M | Buy |
30,182
+178
| +0.6% | +$9.34K | 0.38% | 65 |
|
|
2021
Q2 | $1.62M | Buy |
30,004
+3,906
| +15% | +$211K | 0.41% | 63 |
|
|
2021
Q1 | $1.38M | Buy |
+26,098
| New | +$1.38M | 0.36% | 68 |
|
|
2020
Q2 | $1.21M | Buy |
27,054
+1,020
| +4% | +$45.6K | 0.4% | 60 |
|
|
2020
Q1 | $1.15M | Sell |
26,034
-702
| -3% | -$31.1K | 0.46% | 51 |
|
|
2019
Q4 | $1.48M | Buy |
26,736
+73
| +0.3% | +$4.04K | 0.47% | 52 |
|
|
2019
Q3 | $1.45M | Buy |
26,663
+815
| +3% | +$44.4K | 0.5% | 47 |
|
|
2019
Q2 | $1.32M | Buy |
25,848
+72
| +0.3% | +$3.67K | 0.49% | 47 |
|
|
2019
Q1 | $1.21M | Buy |
25,776
+1,840
| +8% | +$86.2K | 0.51% | 47 |
|
|
2018
Q4 | $1.13M | Buy |
23,936
+12,971
| +118% | +$614K | 0.59% | 41 |
|
|
2018
Q3 | $506K | Buy |
10,965
+15
| +0.1% | +$692 | 0.23% | 89 |
|
|
2018
Q2 | $480K | Buy |
10,950
+470
| +4% | +$20.6K | 0.27% | 85 |
|
|
2018
Q1 | $454K | Buy |
10,480
+2,786
| +36% | +$121K | 0.27% | 90 |
|
|
2017
Q4 | $352K | Buy |
+7,694
| New | +$352K | 0.25% | 81 |
|