CX Institutional’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 | $2.67M | Sell |
37,687
-2,806
| -7% | -$198K | 0.09% | 175 |
|
|
2025
Q1 | $2.9M | Sell |
40,493
-84,821
| -68% | -$6.07M | 0.11% | 153 |
|
|
2024
Q4 | $7.8M | Buy |
125,314
+18,358
| +17% | +$1.14M | 0.31% | 73 |
|
|
2024
Q3 | $7.69M | Buy |
106,956
+12,640
| +13% | +$908K | 0.34% | 78 |
|
|
2024
Q2 | $6M | Buy |
94,316
+1,254
| +1% | +$79.8K | 0.28% | 87 |
|
|
2024
Q1 | $5.69M | Buy |
93,062
+13,810
| +17% | +$845K | 0.27% | 91 |
|
|
2023
Q4 | $4.67M | Sell |
79,252
-11,256
| -12% | -$663K | 0.25% | 104 |
|
|
2023
Q3 | $5.07M | Buy |
90,508
+46,980
| +108% | +$2.63M | 0.28% | 97 |
|
|
2023
Q2 | $2.62M | Buy |
43,528
+1,588
| +4% | +$95.6K | 0.14% | 195 |
|
|
2023
Q1 | $2.61M | Sell |
41,940
-49,276
| -54% | -$3.07M | 0.14% | 193 |
|
|
2022
Q4 | $5.8M | Buy |
91,216
+62,563
| +218% | +$3.98M | 0.35% | 70 |
|
|
2022
Q3 | $1.61M | Sell |
28,653
-12,927
| -31% | -$724K | 0.11% | 215 |
|
|
2022
Q2 | $2.62M | Buy |
41,580
+7,284
| +21% | +$458K | 0.2% | 131 |
|
|
2022
Q1 | $2.13M | Sell |
34,296
-46,818
| -58% | -$2.9M | 0.17% | 147 |
|
|
2021
Q4 | $4.8M | Buy |
81,114
+27,670
| +52% | +$1.64M | 0.38% | 79 |
|
|
2021
Q3 | $2.8M | Buy |
53,444
+28,396
| +113% | +$1.49M | 0.23% | 114 |
|
|
2021
Q2 | $1.36M | Sell |
25,048
-32,723
| -57% | -$1.77M | 0.11% | 187 |
|
|
2021
Q1 | $3.05M | Sell |
57,771
-30,538
| -35% | -$1.61M | 0.27% | 98 |
|
|
2020
Q4 | $4.84M | Sell |
88,309
-5,395
| -6% | -$296K | 0.47% | 57 |
|
|
2020
Q3 | $4.63M | Buy |
93,704
+26,728
| +40% | +$1.32M | 0.5% | 55 |
|
|
2020
Q2 | $2.99M | Buy |
66,976
+16,055
| +32% | +$717K | 0.39% | 55 |
|
|
2020
Q1 | $2.25M | Buy |
50,921
+28,184
| +124% | +$1.25M | 0.37% | 64 |
|
|
2019
Q4 | $1.26M | Buy |
22,737
+236
| +1% | +$13.1K | 0.22% | 95 |
|
|
2019
Q3 | $1.23M | Sell |
22,501
-456
| -2% | -$24.8K | 0.2% | 109 |
|
|
2019
Q2 | $1.17M | Buy |
22,957
+1,774
| +8% | +$90.3K | 0.19% | 110 |
|
|
2019
Q1 | $993K | Buy |
21,183
+1,594
| +8% | +$74.7K | 0.18% | 130 |
|
|
2018
Q4 | $928K | Buy |
+19,589
| New | +$928K | 0.2% | 91 |
|