D'Orazio & Associates’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 | $870K | Buy |
12,295
+69
| +0.6% | +$4.88K | 0.12% | 67 |
|
|
2025
Q1 | $876K | Buy |
12,226
+1,372
| +13% | +$98.3K | 0.13% | 62 |
|
|
2024
Q4 | $676K | Sell |
10,854
-215
| -2% | -$13.4K | 0.1% | 72 |
|
|
2024
Q3 | $795K | Buy |
11,069
+854
| +8% | +$61.4K | 0.11% | 65 |
|
|
2024
Q2 | $650K | Buy |
10,215
+2,119
| +26% | +$135K | 0.1% | 68 |
|
|
2024
Q1 | $495K | Buy |
8,096
+1,084
| +15% | +$66.3K | 0.08% | 86 |
|
|
2023
Q4 | $413K | Buy |
7,012
+1,759
| +33% | +$104K | 0.07% | 84 |
|
|
2023
Q3 | $294K | Sell |
5,253
-2,090
| -28% | -$117K | 0.07% | 96 |
|
|
2023
Q2 | $442K | Buy |
7,343
+714
| +11% | +$43K | 0.1% | 72 |
|
|
2023
Q1 | $411K | Buy |
6,629
+806
| +14% | +$50K | 0.11% | 72 |
|
|
2022
Q4 | $370K | Sell |
5,823
-120
| -2% | -$7.63K | 0.09% | 86 |
|
|
2022
Q3 | $333K | Sell |
5,943
-313
| -5% | -$17.5K | 0.1% | 77 |
|
|
2022
Q2 | $394K | Buy |
6,256
+412
| +7% | +$25.9K | 0.1% | 69 |
|
|
2022
Q1 | $362K | Buy |
5,844
+950
| +19% | +$58.8K | 0.09% | 69 |
|
|
2021
Q4 | $290K | Buy |
4,894
+684
| +16% | +$40.5K | 0.07% | 78 |
|
|
2021
Q3 | $221K | Buy |
4,210
+670
| +19% | +$35.2K | 0.05% | 83 |
|
|
2021
Q2 | $192K | Buy |
3,540
+333
| +10% | +$18.1K | 0.05% | 85 |
|
|
2021
Q1 | $169K | Hold |
3,207
| – | – | 0.05% | 85 |
|
|
2020
Q4 | $176K | Buy |
3,207
+7
| +0.2% | +$384 | 0.06% | 80 |
|
|
2020
Q3 | $158K | Sell |
3,200
-8
| -0.2% | -$395 | 0.06% | 80 |
|
|
2020
Q2 | $143K | Buy |
3,208
+15
| +0.5% | +$669 | 0.06% | 81 |
|
|
2020
Q1 | $141K | Sell |
3,193
-374
| -10% | -$16.5K | 0.07% | 75 |
|
|
2019
Q4 | $197K | Buy |
3,567
+6
| +0.2% | +$331 | 0.06% | 72 |
|
|
2019
Q3 | $194K | Buy |
3,561
+303
| +9% | +$16.5K | 0.06% | 70 |
|
|
2019
Q2 | $166K | Sell |
3,258
-42
| -1% | -$2.14K | 0.05% | 76 |
|
|
2019
Q1 | $155K | Buy |
3,300
+46
| +1% | +$2.16K | 0.05% | 76 |
|
|
2018
Q4 | $154K | Buy |
3,254
+6
| +0.2% | +$284 | 0.05% | 64 |
|
|
2018
Q3 | $150K | Buy |
3,248
+324
| +11% | +$15K | 0.05% | 67 |
|
|
2018
Q2 | $128K | Sell |
2,924
-70
| -2% | -$3.06K | 0.05% | 68 |
|
|
2018
Q1 | $130K | Buy |
2,994
+70
| +2% | +$3.04K | 0.05% | 63 |
|
|
2017
Q4 | $134K | Hold |
2,924
| – | – | 0.05% | 72 |
|
|
2017
Q3 | $132K | Sell |
2,924
-44
| -1% | -$1.99K | 0.05% | 66 |
|
|
2017
Q2 | $133K | Hold |
2,968
| – | – | 0.05% | 64 |
|
|
2017
Q1 | $126K | Hold |
2,968
| – | – | 0.05% | 63 |
|
|
2016
Q4 | $123K | Hold |
2,968
| – | – | 0.05% | 66 |
|
|
2016
Q3 | $125K | Hold |
2,968
| – | – | 0.05% | 68 |
|
|
2016
Q2 | $135K | Sell |
2,968
-84
| -3% | -$3.82K | 0.05% | 65 |
|
|
2016
Q1 | $141K | Buy |
3,052
+487
| +19% | +$22.5K | 0.06% | 64 |
|
|
2015
Q4 | $110K | Sell |
2,565
-1,127
| -31% | -$48.3K | 0.05% | 61 |
|
|
2015
Q3 | $157K | Buy |
3,692
+88
| +2% | +$3.74K | 0.08% | 45 |
|
|
2015
Q2 | $142K | Sell |
3,604
-1,135
| -24% | -$44.7K | 0.09% | 50 |
|
|
2015
Q1 | $192K | Hold |
4,739
| – | – | 0.15% | 41 |
|
|
2014
Q4 | $200K | Hold |
4,739
| – | – | 0.14% | 38 |
|
|
2014
Q3 | $202K | Sell |
4,739
-1,440
| -23% | -$61.4K | 0.15% | 36 |
|
|
2014
Q2 | $262K | Sell |
6,179
-62
| -1% | -$2.63K | 0.2% | 24 |
|
|
2014
Q1 | $241K | Sell |
6,241
-827
| -12% | -$31.9K | 0.19% | 23 |
|
|
2013
Q4 | $292K | Buy |
+7,068
| New | +$292K | 0.25% | 23 |
|