CFS 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 | $3.18M | Sell |
44,962
-369
| -0.8% | -$26.1K | 0.26% | 79 |
|
|
2025
Q1 | $3.25M | Sell |
45,331
-602
| -1% | -$43.1K | 0.29% | 75 |
|
|
2024
Q4 | $2.86M | Buy |
45,933
+2,913
| +7% | +$181K | 0.26% | 82 |
|
|
2024
Q3 | $3.09M | Sell |
43,020
-43,336
| -50% | -$3.11M | 0.26% | 73 |
|
|
2024
Q2 | $5.5M | Buy |
+86,356
| New | +$5.5M | 0.45% | 48 |
|
|
2023
Q3 | – | Sell |
-46,218
| Closed | -$2.78M | – | 208 |
|
|
2023
Q2 | $2.78M | Buy |
+46,218
| New | +$2.78M | 0.36% | 53 |
|
|
2022
Q3 | – | Sell |
-45,835
| Closed | -$2.88M | – | 307 |
|
|
2022
Q2 | $2.88M | Sell |
45,835
-2,825,323
| -98% | -$178M | 0.44% | 41 |
|
|
2022
Q1 | $46K | Buy |
2,871,158
+2,824,766
| +6,089% | +$45.3K | 0.2% | 64 |
|
|
2021
Q4 | $2.83M | Buy |
46,392
+8,243
| +22% | +$503K | 0.38% | 52 |
|
|
2021
Q3 | $2M | Buy |
+38,149
| New | +$2M | 0.27% | 82 |
|
|
2020
Q4 | $2.03M | Buy |
+36,970
| New | +$2.03M | 0.32% | 72 |
|