Citadel Investment Advisory’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 | $2.86M | Sell |
40,403
-2,625
| -6% | -$186K | 1.38% | 18 |
|
|
2025
Q1 | $3.08M | Sell |
43,028
-59
| -0.1% | -$4.23K | 1.51% | 15 |
|
|
2024
Q4 | $2.68M | Sell |
43,087
-91
| -0.2% | -$5.66K | 1.39% | 16 |
|
|
2024
Q3 | $3.1M | Buy |
43,178
+650
| +2% | +$46.7K | 1.63% | 14 |
|
|
2024
Q2 | $2.71M | Sell |
42,528
-275
| -0.6% | -$17.5K | 1.54% | 14 |
|
|
2024
Q1 | $2.62M | Sell |
42,803
-100
| -0.2% | -$6.12K | 1.48% | 17 |
|
|
2023
Q4 | $2.53M | Sell |
42,903
-400
| -0.9% | -$23.6K | 1.55% | 13 |
|
|
2023
Q3 | $2.42M | Sell |
43,303
-100
| -0.2% | -$5.6K | 1.59% | 13 |
|
|
2023
Q2 | $2.61M | Sell |
43,403
-250
| -0.6% | -$15.1K | 1.69% | 13 |
|
|
2023
Q1 | $2.71M | Hold |
43,653
| – | – | 1.84% | 12 |
|
|
2022
Q4 | $2.78M | Sell |
43,653
-1,650
| -4% | -$105K | 1.9% | 12 |
|
|
2022
Q3 | $2.54M | Buy |
45,303
+600
| +1% | +$33.6K | 1.94% | 10 |
|
|
2022
Q2 | $2.81M | Sell |
44,703
-2,100
| -4% | -$132K | 1.91% | 9 |
|
|
2022
Q1 | $2.9M | Sell |
46,803
-783
| -2% | -$48.6K | 1.69% | 11 |
|
|
2021
Q4 | $2.82M | Sell |
47,586
-100
| -0.2% | -$5.92K | 1.65% | 15 |
|
|
2021
Q3 | $2.5M | Hold |
47,686
| – | – | 1.55% | 17 |
|
|
2021
Q2 | $2.58M | Hold |
47,686
| – | – | 1.6% | 16 |
|
|
2021
Q1 | $2.51M | Hold |
47,686
| – | – | 1.64% | 14 |
|
|
2020
Q4 | $2.62M | Buy |
+47,686
| New | +$2.62M | 1.87% | 11 |
|