Doliver Advisors’s Coca-Cola KO Stock Holding History

Doliver Advisors’s Portfolio KO Stock Details KO Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$369K	Sell	5,222 -6,279	-55%	-$444K	0.1%	129
2025 Q1	$824K	Sell	11,501 -2,375	-17%	-$170K	0.23%	67
2024 Q4	$864K	Buy	13,876 +132	+1%	+$8.22K	0.24%	68
2024 Q3	$988K	Sell	13,744 -3,241	-19%	-$233K	0.27%	59
2024 Q2	$1.08M	Sell	16,985 -2,699	-14%	-$172K	0.3%	57
2024 Q1	$1.2M	Sell	19,684 -980	-5%	-$60K	0.34%	55
2023 Q4	$1.22M	Sell	20,664 -245	-1%	-$14.4K	0.37%	53
2023 Q3	$1.17M	Buy	20,909 +2	+0%	+$112	0.35%	49
2023 Q2	$1.26M	Sell	20,907 -1,693	-7%	-$102K	0.38%	52
2023 Q1	$1.4M	Hold	22,600	–	–	0.44%	37
2022 Q4	$1.44M	Buy	22,600 +3	+0%	+$191	0.47%	31
2022 Q3	$1.27M	Buy	22,597 +2	+0%	+$112	0.47%	31
2022 Q2	$1.42M	Buy	22,595 +3,773	+20%	+$237K	0.5%	29
2022 Q1	$1.17M	Buy	18,822 +1,000	+6%	+$62K	0.37%	50
2021 Q4	$1.09M	Sell	17,822 -4,189	-19%	-$255K	0.34%	46
2021 Q3	$1.16M	Sell	22,011 -380	-2%	-$19.9K	0.39%	48
2021 Q2	$1.21M	Buy	22,391 +617	+3%	+$33.4K	0.4%	41
2021 Q1	$1.15M	Buy	21,774 +3,430	+19%	+$181K	0.43%	42
2020 Q4	$1.01M	Buy	18,344 +123	+0.7%	+$6.75K	0.44%	42
2020 Q3	$900K	Buy	18,221 +500	+3%	+$24.7K	0.46%	39
2020 Q2	$792K	Buy	17,721 +1,423	+9%	+$63.6K	0.35%	51
2020 Q1	$762K	Buy	16,298 +729	+5%	+$34.1K	0.38%	41
2019 Q4	$862K	Sell	15,569 -33	-0.2%	-$1.83K	0.34%	39
2019 Q3	$835K	Sell	15,602 -234	-1%	-$12.5K	0.34%	40
2019 Q2	$806K	Sell	15,836 -1,100	-6%	-$56K	0.32%	34
2019 Q1	$794K	Buy	16,936 +1,267	+8%	+$59.4K	0.32%	34
2018 Q4	$742K	Sell	15,669 -2,932	-16%	-$139K	0.36%	33
2018 Q3	$859K	Sell	18,601 -800	-4%	-$36.9K	0.35%	40
2018 Q2	$851K	Buy	19,401 +467	+2%	+$20.5K	0.36%	41
2018 Q1	$822K	Buy	18,934 +5,108	+37%	+$222K	0.36%	31
2017 Q4	$634K	Sell	13,826 -182	-1%	-$8.35K	0.25%	65
2017 Q3	$631K	Sell	14,008 -1,712	-11%	-$77.1K	0.28%	85
2017 Q2	$705K	Buy	+15,720	New	+$705K	0.34%	72