Cetera Advisors’s Coca-Cola KO Stock Holding History

Cetera Advisors’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	$22.4M	Buy	366,670 +104,506	+40%	+$6.39M	0.18%	116
2023 Q4	$15.4M	Buy	262,164 +2,925	+1%	+$172K	0.21%	101
2023 Q3	$14.5M	Buy	259,239 +1,819	+0.7%	+$102K	0.23%	98
2023 Q2	$15.5M	Buy	257,420 +6,094	+2%	+$367K	0.24%	95
2023 Q1	$15.6M	Buy	251,326 +7	+0%	+$434	0.26%	84
2022 Q4	$16M	Buy	251,319 +29,038	+13%	+$1.85M	0.29%	74
2022 Q3	$12.5M	Buy	222,281 +14,598	+7%	+$818K	0.33%	63
2022 Q2	$13.1M	Buy	207,683 +1,485	+0.7%	+$93.4K	0.3%	73
2022 Q1	$12.8M	Sell	206,198 -962	-0.5%	-$59.6K	0.26%	83
2021 Q4	$12.3M	Sell	207,160 -3,497	-2%	-$207K	0.25%	85
2021 Q3	$11.1M	Buy	210,657 +14,849	+8%	+$779K	0.22%	98
2021 Q2	$10.6M	Buy	195,808 +41,771	+27%	+$2.26M	0.25%	84
2021 Q1	$8.12M	Buy	154,037 +9,802	+7%	+$517K	0.22%	102
2020 Q4	$7.91M	Sell	144,235 -8,579	-6%	-$470K	0.25%	84
2020 Q3	$7.54M	Buy	152,814 +41,159	+37%	+$2.03M	0.28%	78
2020 Q2	$4.99M	Buy	111,655 +7,044	+7%	+$315K	0.21%	101
2020 Q1	$4.63M	Buy	104,611 +1,328	+1%	+$58.8K	0.25%	89
2019 Q4	$5.71M	Sell	103,283 -1,922	-2%	-$106K	0.24%	92
2019 Q3	$5.72M	Sell	105,205 -1,630	-2%	-$88.6K	0.25%	91
2019 Q2	$5.43M	Sell	106,835 -22,002	-17%	-$1.12M	0.24%	94
2019 Q1	$6.03M	Buy	128,837 +32,738	+34%	+$1.53M	0.3%	75
2018 Q4	$4.55M	Sell	96,099 -5,262	-5%	-$249K	0.27%	90
2018 Q3	$4.68M	Buy	101,361 +901	+0.9%	+$41.6K	0.23%	101
2018 Q2	$4.4M	Sell	100,460 -2,397	-2%	-$105K	0.25%	94
2018 Q1	$4.47M	Sell	102,857 -7,800	-7%	-$339K	0.27%	95
2017 Q4	$5.08M	Buy	110,657 +7,027	+7%	+$323K	0.31%	77
2017 Q3	$4.69M	Sell	103,630 -2,921	-3%	-$132K	0.28%	84
2017 Q2	$4.77M	Sell	106,551 -4,612	-4%	-$206K	0.3%	73
2017 Q1	$4.69M	Sell	111,163 -5,411	-5%	-$228K	0.31%	72
2016 Q4	$4.81M	Buy	116,574 +8,254	+8%	+$341K	0.36%	60
2016 Q3	$4.56M	Sell	108,320 -5,326	-5%	-$224K	0.35%	63
2016 Q2	$5.16M	Buy	113,646 +559	+0.5%	+$25.4K	0.4%	50
2016 Q1	$5.25M	Buy	113,087 +1,943	+2%	+$90.2K	0.44%	45
2015 Q4	$4.77M	Buy	111,144 +10,256	+10%	+$440K	0.4%	47
2015 Q3	$4.04M	Buy	100,888 +1,145	+1%	+$45.8K	0.38%	54
2015 Q2	$3.92M	Buy	99,743 +12,524	+14%	+$493K	0.33%	73
2015 Q1	$3.52M	Sell	87,219 -7,938	-8%	-$320K	0.32%	74
2014 Q4	$4.01M	Buy	95,157 +19,519	+26%	+$822K	0.39%	56
2014 Q3	$3.23M	Buy	75,638 +12,045	+19%	+$514K	0.25%	62
2014 Q2	$2.68M	Buy	63,593 +13,004	+26%	+$548K	0.3%	77
2014 Q1	$1.96M	Sell	50,589 -5,509	-10%	-$213K	0.27%	83
2013 Q4	$2.32M	Buy	56,098 +11,149	+25%	+$461K	0.34%	66
2013 Q3	$1.71M	Sell	44,949 -6,039	-12%	-$229K	0.3%	84
2013 Q2	$2.04M	Buy	+50,988	New	+$2.04M	0.43%	56