Childress Capital 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 | $1.14M | Buy |
16,056
+2,575
| +19% | +$182K | 0.29% | 58 |
|
2025
Q1 | $965K | Sell |
13,481
-530
| -4% | -$38K | 0.28% | 57 |
|
2024
Q4 | $872K | Sell |
14,011
-524
| -4% | -$32.6K | 0.24% | 62 |
|
2024
Q3 | $1.04M | Buy |
14,535
+661
| +5% | +$47.5K | 0.28% | 62 |
|
2024
Q2 | $883K | Buy |
13,874
+1,244
| +10% | +$79.2K | 0.25% | 65 |
|
2024
Q1 | $773K | Sell |
12,630
-1,713
| -12% | -$105K | 0.22% | 69 |
|
2023
Q4 | $845K | Buy |
14,343
+970
| +7% | +$57.2K | 0.25% | 62 |
|
2023
Q3 | $731K | Buy |
+13,373
| New | +$731K | 0.24% | 60 |
|
2023
Q2 | – | Sell |
-4,537
| Closed | -$281K | – | 87 |
|
2023
Q1 | $281K | Sell |
4,537
-7,009
| -61% | -$435K | 0.12% | 66 |
|
2022
Q4 | $734K | Sell |
11,546
-1,754
| -13% | -$112K | 0.24% | 68 |
|
2022
Q3 | $754K | Sell |
13,300
-230
| -2% | -$13K | 0.29% | 62 |
|
2022
Q2 | $851K | Buy |
13,530
+2,163
| +19% | +$136K | 0.34% | 60 |
|
2022
Q1 | $704K | Sell |
11,367
-65
| -0.6% | -$4.03K | 0.25% | 74 |
|
2021
Q4 | $677K | Sell |
11,432
-2,483
| -18% | -$147K | 0.28% | 69 |
|
2021
Q3 | $674K | Buy |
13,915
+4,983
| +56% | +$241K | 0.27% | 72 |
|
2021
Q2 | $483K | Sell |
8,932
-2,455
| -22% | -$133K | 0.22% | 78 |
|
2021
Q1 | $600K | Buy |
11,387
+4,325
| +61% | +$228K | 0.28% | 70 |
|
2020
Q4 | $389K | Buy |
+7,062
| New | +$389K | 0.23% | 53 |
|