CRA Financial 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 | $970K | Sell |
13,716
-164
| -1% | -$11.6K | 0.15% | 113 |
|
|
2025
Q1 | $994K | Sell |
13,880
-147
| -1% | -$10.5K | 0.17% | 109 |
|
|
2024
Q4 | $873K | Buy |
14,027
+257
| +2% | +$16K | 0.15% | 113 |
|
|
2024
Q3 | $990K | Sell |
13,770
-51
| -0.4% | -$3.67K | 0.18% | 100 |
|
|
2024
Q2 | $880K | Sell |
13,821
-126
| -0.9% | -$8.02K | 0.18% | 96 |
|
|
2024
Q1 | $853K | Buy |
13,947
+1,041
| +8% | +$63.7K | 0.19% | 90 |
|
|
2023
Q4 | $761K | Buy |
12,906
+20
| +0.2% | +$1.18K | 0.19% | 92 |
|
|
2023
Q3 | $721K | Buy |
12,886
+250
| +2% | +$14K | 0.2% | 85 |
|
|
2023
Q2 | $761K | Buy |
12,636
+335
| +3% | +$20.2K | 0.21% | 84 |
|
|
2023
Q1 | $763K | Sell |
12,301
-26
| -0.2% | -$1.61K | 0.23% | 81 |
|
|
2022
Q4 | $784K | Buy |
12,327
+118
| +1% | +$7.51K | 0.26% | 79 |
|
|
2022
Q3 | $684K | Buy |
12,209
+22
| +0.2% | +$1.23K | 0.25% | 75 |
|
|
2022
Q2 | $767K | Sell |
12,187
-2,140
| -15% | -$135K | 0.26% | 77 |
|
|
2022
Q1 | $888K | Sell |
14,327
-653
| -4% | -$40.5K | 0.27% | 73 |
|
|
2021
Q4 | $887K | Buy |
14,980
+197
| +1% | +$11.7K | 0.26% | 72 |
|
|
2021
Q3 | $776K | Buy |
14,783
+501
| +4% | +$26.3K | 0.26% | 75 |
|
|
2021
Q2 | $773K | Buy |
14,282
+504
| +4% | +$27.3K | 0.27% | 74 |
|
|
2021
Q1 | $726K | Sell |
13,778
-160
| -1% | -$8.43K | 0.28% | 76 |
|
|
2020
Q4 | $764K | Buy |
13,938
+160
| +1% | +$8.77K | 0.32% | 61 |
|
|
2020
Q3 | $680K | Sell |
13,778
-279
| -2% | -$13.8K | 0.33% | 68 |
|
|
2020
Q2 | $628K | Sell |
14,057
-111
| -0.8% | -$4.96K | 0.33% | 71 |
|
|
2020
Q1 | $627K | Buy |
14,168
+2,478
| +21% | +$110K | 0.4% | 55 |
|
|
2019
Q4 | $647K | Buy |
11,690
+78
| +0.7% | +$4.32K | 0.35% | 63 |
|
|
2019
Q3 | $632K | Hold |
11,612
| – | – | 0.38% | 59 |
|
|
2019
Q2 | $591K | Sell |
11,612
-299
| -3% | -$15.2K | 0.36% | 64 |
|
|
2019
Q1 | $558K | Hold |
11,911
| – | – | 0.36% | 67 |
|
|
2018
Q4 | $564K | Buy |
+11,911
| New | +$564K | 0.41% | 61 |
|