CCIA
Cherry Creek Investment Advisors’s Coca-Cola KO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.19M | Sell |
45,133
-952
| -2% | -$67.4K | 1.5% | 19 |
|
2025
Q1 | $3.3M | Sell |
46,085
-69
| -0.1% | -$4.94K | 1.72% | 15 |
|
2024
Q4 | $2.87M | Buy |
46,154
+227
| +0.5% | +$14.1K | 1.41% | 20 |
|
2024
Q3 | $3.3M | Sell |
45,927
-253
| -0.5% | -$18.2K | 1.71% | 17 |
|
2024
Q2 | $2.94M | Sell |
46,180
-736
| -2% | -$46.8K | 1.53% | 19 |
|
2024
Q1 | $2.87M | Sell |
46,916
-251
| -0.5% | -$15.4K | 1.55% | 18 |
|
2023
Q4 | $2.78M | Buy |
47,167
+714
| +2% | +$42.1K | 1.7% | 17 |
|
2023
Q3 | $2.6M | Buy |
46,453
+358
| +0.8% | +$20K | 1.77% | 17 |
|
2023
Q2 | $2.78M | Buy |
46,095
+585
| +1% | +$35.2K | 1.87% | 15 |
|
2023
Q1 | $2.82M | Sell |
45,510
-392
| -0.9% | -$24.3K | 2.07% | 14 |
|
2022
Q4 | $2.92M | Buy |
45,902
+53
| +0.1% | +$3.37K | 2.26% | 13 |
|
2022
Q3 | $2.57M | Buy |
45,849
+1,026
| +2% | +$57.5K | 2.13% | 14 |
|
2022
Q2 | $2.82M | Buy |
44,823
+282
| +0.6% | +$17.7K | 2.27% | 13 |
|
2022
Q1 | $2.76M | Buy |
44,541
+1,780
| +4% | +$110K | 1.82% | 16 |
|
2021
Q4 | $2.53M | Buy |
42,761
+5,535
| +15% | +$328K | 1.57% | 17 |
|
2021
Q3 | $1.95M | Buy |
37,226
+1,784
| +5% | +$93.6K | 1.3% | 21 |
|
2021
Q2 | $1.92M | Buy |
+35,442
| New | +$1.92M | 1.26% | 22 |
|