Delta Financial 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 | $881K | Sell |
12,454
-334
| -3% | -$23.6K | 0.31% | 73 |
|
|
2025
Q1 | $916K | Hold |
12,788
| – | – | 0.34% | 72 |
|
|
2024
Q4 | $796K | Buy |
12,788
+64
| +0.5% | +$3.99K | 0.3% | 78 |
|
|
2024
Q3 | $914K | Buy |
12,724
+35
| +0.3% | +$2.52K | 0.33% | 80 |
|
|
2024
Q2 | $808K | Buy |
12,689
+35
| +0.3% | +$2.23K | 0.31% | 76 |
|
|
2024
Q1 | $774K | Hold |
12,654
| – | – | 0.31% | 78 |
|
|
2023
Q4 | $746K | Sell |
12,654
-1,839
| -13% | -$108K | 0.32% | 78 |
|
|
2023
Q3 | $811K | Buy |
14,493
+33
| +0.2% | +$1.85K | 0.37% | 78 |
|
|
2023
Q2 | $871K | Buy |
14,460
+1,388
| +11% | +$83.6K | 0.38% | 76 |
|
|
2023
Q1 | $811K | Sell |
13,072
-100
| -0.8% | -$6.2K | 0.39% | 76 |
|
|
2022
Q4 | $838K | Buy |
13,172
+63
| +0.5% | +$4.01K | 0.41% | 75 |
|
|
2022
Q3 | $734K | Sell |
13,109
-226
| -2% | -$12.7K | 0.39% | 78 |
|
|
2022
Q2 | $839K | Sell |
13,335
-137
| -1% | -$8.62K | 0.42% | 78 |
|
|
2022
Q1 | $835K | Hold |
13,472
| – | – | 0.36% | 80 |
|
|
2021
Q4 | $798K | Sell |
13,472
-237
| -2% | -$14K | 0.33% | 81 |
|
|
2021
Q3 | $719K | Buy |
13,709
+32
| +0.2% | +$1.68K | 0.32% | 84 |
|
|
2021
Q2 | $740K | Buy |
13,677
+32
| +0.2% | +$1.73K | 0.33% | 83 |
|
|
2021
Q1 | $719K | Hold |
13,645
| – | – | 0.34% | 83 |
|
|
2020
Q4 | $748K | Sell |
13,645
-73
| -0.5% | -$4K | 0.37% | 81 |
|
|
2020
Q3 | $677K | Buy |
13,718
+37
| +0.3% | +$1.83K | 0.37% | 81 |
|
|
2020
Q2 | $611K | Sell |
13,681
-78
| -0.6% | -$3.48K | 0.36% | 80 |
|
|
2020
Q1 | $609K | Sell |
13,759
-1,843
| -12% | -$81.6K | 0.42% | 75 |
|
|
2019
Q4 | $864K | Sell |
15,602
-43
| -0.3% | -$2.38K | 0.34% | 80 |
|
|
2019
Q3 | $852K | Buy |
15,645
+27
| +0.2% | +$1.47K | 0.35% | 85 |
|
|
2019
Q2 | $795K | Buy |
+15,618
| New | +$795K | 0.33% | 85 |
|