Creative Planning’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $138M | Buy |
1,955,851
+26,923
| +1% | +$1.9M | 0.12% | 80 |
|
|
2025
Q1 | $138M | Buy |
1,928,928
+66,067
| +4% | +$4.73M | 0.13% | 76 |
|
|
2024
Q4 | $116M | Buy |
1,862,861
+10,329
| +0.6% | +$643K | 0.11% | 85 |
|
|
2024
Q3 | $133M | Buy |
1,852,532
+70,604
| +4% | +$5.07M | 0.13% | 76 |
|
|
2024
Q2 | $113M | Buy |
1,781,928
+65,533
| +4% | +$4.17M | 0.12% | 79 |
|
|
2024
Q1 | $105M | Buy |
1,716,395
+44,215
| +3% | +$2.71M | 0.12% | 79 |
|
|
2023
Q4 | $98.5M | Sell |
1,672,180
-82,349
| -5% | -$4.85M | 0.18% | 74 |
|
|
2023
Q3 | $98.2M | Buy |
1,754,529
+201,156
| +13% | +$11.3M | 0.13% | 76 |
|
|
2023
Q2 | $93.5M | Buy |
1,553,373
+73,633
| +5% | +$4.43M | 0.12% | 78 |
|
|
2023
Q1 | $91.8M | Buy |
1,479,740
+47,158
| +3% | +$2.93M | 0.13% | 78 |
|
|
2022
Q4 | $91.1M | Sell |
1,432,582
-10,045
| -0.7% | -$639K | 0.14% | 76 |
|
|
2022
Q3 | $80.8M | Buy |
1,442,627
+132,553
| +10% | +$7.43M | 0.14% | 67 |
|
|
2022
Q2 | $82.4M | Buy |
1,310,074
+316,821
| +32% | +$19.9M | 0.14% | 70 |
|
|
2022
Q1 | $61.6M | Buy |
993,253
+92,286
| +10% | +$5.72M | 0.1% | 91 |
|
|
2021
Q4 | $53.3M | Sell |
900,967
-164,821
| -15% | -$9.76M | 0.09% | 92 |
|
|
2021
Q3 | $55.9M | Sell |
1,065,788
-205,333
| -16% | -$10.8M | 0.1% | 82 |
|
|
2021
Q2 | $68.8M | Sell |
1,271,121
-605,807
| -32% | -$32.8M | 0.12% | 73 |
|
|
2021
Q1 | $98.9M | Buy |
1,876,928
+255,842
| +16% | +$13.5M | 0.2% | 55 |
|
|
2020
Q4 | $88.9M | Buy |
1,621,086
+74,247
| +5% | +$4.07M | 0.2% | 54 |
|
|
2020
Q3 | $76.4M | Buy |
1,546,839
+1,016,092
| +191% | +$50.2M | 0.2% | 54 |
|
|
2020
Q2 | $23.7M | Buy |
530,747
+14,152
| +3% | +$632K | 0.07% | 105 |
|
|
2020
Q1 | $22.9M | Sell |
516,595
-16,429
| -3% | -$727K | 0.08% | 100 |
|
|
2019
Q4 | $29.5M | Sell |
533,024
-68,858
| -11% | -$3.81M | 0.09% | 92 |
|
|
2019
Q3 | $32.8M | Buy |
601,882
+19,126
| +3% | +$1.04M | 0.11% | 83 |
|
|
2019
Q2 | $29.7M | Sell |
582,756
-6,912
| -1% | -$352K | 0.1% | 89 |
|
|
2019
Q1 | $27.6M | Buy |
589,668
+82,842
| +16% | +$3.88M | 0.1% | 84 |
|
|
2018
Q4 | $24M | Buy |
506,826
+22,518
| +5% | +$1.07M | 0.1% | 83 |
|
|
2018
Q3 | $22.4M | Buy |
484,308
+74,115
| +18% | +$3.42M | 0.08% | 94 |
|
|
2018
Q2 | $18M | Buy |
410,193
+9,314
| +2% | +$409K | 0.07% | 99 |
|
|
2018
Q1 | $17.4M | Sell |
400,879
-13,035
| -3% | -$566K | 0.07% | 98 |
|
|
2017
Q4 | $19M | Buy |
413,914
+38,466
| +10% | +$1.76M | 0.08% | 92 |
|
|
2017
Q3 | $16.9M | Buy |
375,448
+12,071
| +3% | +$543K | 0.08% | 106 |
|
|
2017
Q2 | $16.3M | Sell |
363,377
-23,292
| -6% | -$1.04M | 0.08% | 99 |
|
|
2017
Q1 | $16.4M | Sell |
386,669
-5,360
| -1% | -$227K | 0.09% | 90 |
|
|
2016
Q4 | $16.3M | Buy |
392,029
+23,020
| +6% | +$954K | 0.1% | 93 |
|
|
2016
Q3 | $15.6M | Buy |
369,009
+94,228
| +34% | +$3.99M | 0.1% | 95 |
|
|
2016
Q2 | $12.5M | Sell |
274,781
-11,025
| -4% | -$500K | 0.09% | 93 |
|
|
2016
Q1 | $13.3M | Sell |
285,806
-6,645
| -2% | -$308K | 0.1% | 87 |
|
|
2015
Q4 | $12.6M | Buy |
292,451
+10,244
| +4% | +$440K | 0.1% | 90 |
|
|
2015
Q3 | $11.3M | Buy |
282,207
+16,757
| +6% | +$672K | 0.1% | 91 |
|
|
2015
Q2 | $10.4M | Buy |
265,450
+9,802
| +4% | +$385K | 0.09% | 96 |
|
|
2015
Q1 | $10.4M | Sell |
255,648
-1,957
| -0.8% | -$79.4K | 0.1% | 89 |
|
|
2014
Q4 | $10.9M | Buy |
257,605
+18,066
| +8% | +$763K | 0.11% | 83 |
|
|
2014
Q3 | $10.2M | Buy |
239,539
+32,234
| +16% | +$1.38M | 0.12% | 86 |
|
|
2014
Q2 | $8.78M | Buy |
207,305
+4,584
| +2% | +$194K | 0.11% | 89 |
|
|
2014
Q1 | $7.84M | Buy |
202,721
+21,203
| +12% | +$820K | 0.12% | 87 |
|
|
2013
Q4 | $7.5M | Buy |
181,518
+20,759
| +13% | +$857K | 0.13% | 81 |
|
|
2013
Q3 | $6.09M | Buy |
160,759
+21,790
| +16% | +$825K | 0.12% | 76 |
|
|
2013
Q2 | $5.57M | Buy |
+138,969
| New | +$5.57M | 0.13% | 74 |
|