Cohen Investment 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 | $2.91M | Buy |
41,102
+1,529
| +4% | +$108K | 1.52% | 30 |
|
|
2025
Q1 | $2.83M | Buy |
39,573
+5,108
| +15% | +$366K | 1.64% | 29 |
|
|
2024
Q4 | $2.15M | Buy |
34,465
+893
| +3% | +$55.6K | 1.29% | 36 |
|
|
2024
Q3 | $2.41M | Buy |
33,572
+2,184
| +7% | +$157K | 1.47% | 35 |
|
|
2024
Q2 | $1.76M | Sell |
31,388
-2,854
| -8% | -$160K | 1.41% | 35 |
|
|
2024
Q1 | $2.09M | Buy |
34,242
+4,594
| +15% | +$281K | 1.36% | 36 |
|
|
2023
Q4 | $1.75M | Sell |
29,648
-1,740
| -6% | -$103K | 1.29% | 39 |
|
|
2023
Q3 | $1.76M | Buy |
31,388
+3,656
| +13% | +$205K | 1.41% | 35 |
|
|
2023
Q2 | $1.67M | Sell |
27,732
-2,626
| -9% | -$158K | 1.34% | 38 |
|
|
2023
Q1 | $1.88M | Sell |
30,358
-725
| -2% | -$45K | 1.49% | 33 |
|
|
2022
Q4 | $1.98M | Buy |
31,083
+85
| +0.3% | +$5.41K | 1.65% | 28 |
|
|
2022
Q3 | $1.74M | Sell |
30,998
-494
| -2% | -$27.7K | 1.59% | 29 |
|
|
2022
Q2 | $1.98M | Sell |
31,492
-397
| -1% | -$25K | 1.7% | 28 |
|
|
2022
Q1 | $1.98M | Buy |
31,889
+183
| +0.6% | +$11.3K | 1.47% | 34 |
|
|
2021
Q4 | $1.88M | Buy |
31,706
+20
| +0.1% | +$1.19K | 1.34% | 38 |
|
|
2021
Q3 | $1.66M | Sell |
31,686
-354
| -1% | -$18.6K | 1.28% | 41 |
|
|
2021
Q2 | $1.73M | Sell |
32,040
-884
| -3% | -$47.8K | 1.35% | 39 |
|
|
2021
Q1 | $1.75M | Buy |
32,924
+2,464
| +8% | +$131K | 1.42% | 38 |
|
|
2020
Q4 | $1.67M | Buy |
+30,460
| New | +$1.67M | 1.51% | 33 |
|