DAS
Dynamic Advisor Solutions’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.3M | Buy |
74,869
+2,382
| +3% | +$169K | 0.16% | 149 |
|
|
2025
Q1 | $5.19M | Sell |
72,487
-616
| -0.8% | -$44.1K | 0.17% | 146 |
|
|
2024
Q4 | $4.55M | Sell |
73,103
-3,345
| -4% | -$208K | 0.2% | 126 |
|
|
2024
Q3 | $5.49M | Sell |
76,448
-3,370
| -4% | -$242K | 0.16% | 157 |
|
|
2024
Q2 | $5.08M | Sell |
79,818
-2,505
| -3% | -$159K | 0.16% | 159 |
|
|
2024
Q1 | $5.04M | Buy |
82,323
+6,880
| +9% | +$421K | 0.17% | 162 |
|
|
2023
Q4 | $4.5M | Buy |
75,443
+7,069
| +10% | +$422K | 0.17% | 171 |
|
|
2023
Q3 | $3.83M | Sell |
68,374
-4,259
| -6% | -$238K | 0.18% | 160 |
|
|
2023
Q2 | $4.37M | Sell |
72,633
-507
| -0.7% | -$30.5K | 0.23% | 131 |
|
|
2023
Q1 | $4.54M | Buy |
73,140
+6,658
| +10% | +$413K | 0.27% | 105 |
|
|
2022
Q4 | $4.23M | Buy |
66,482
+3,638
| +6% | +$231K | 0.29% | 92 |
|
|
2022
Q3 | $3.52M | Sell |
62,844
-238
| -0.4% | -$13.3K | 0.27% | 87 |
|
|
2022
Q2 | $3.97M | Sell |
63,082
-1,818
| -3% | -$114K | 0.3% | 76 |
|
|
2022
Q1 | $4.02M | Buy |
64,900
+286
| +0.4% | +$17.7K | 0.28% | 79 |
|
|
2021
Q4 | $3.83M | Sell |
64,614
-5,425
| -8% | -$321K | 0.27% | 82 |
|
|
2021
Q3 | $3.68M | Sell |
70,039
-246
| -0.4% | -$12.9K | 0.28% | 83 |
|
|
2021
Q2 | $3.8M | Sell |
70,285
-437
| -0.6% | -$23.6K | 0.3% | 82 |
|
|
2021
Q1 | $3.73M | Sell |
70,722
-9,958
| -12% | -$525K | 0.35% | 68 |
|
|
2020
Q4 | $4.42M | Buy |
80,680
+4,444
| +6% | +$244K | 0.41% | 60 |
|
|
2020
Q3 | $3.76M | Buy |
76,236
+1,990
| +3% | +$98.3K | 0.43% | 54 |
|
|
2020
Q2 | $3.32M | Buy |
74,246
+3,270
| +5% | +$146K | 0.45% | 55 |
|
|
2020
Q1 | $3.14M | Sell |
70,976
-6,350
| -8% | -$281K | 0.57% | 32 |
|
|
2019
Q4 | $4.28M | Buy |
77,326
+787
| +1% | +$43.6K | 0.58% | 36 |
|
|
2019
Q3 | $4.17M | Buy |
76,539
+15,955
| +26% | +$869K | 0.65% | 31 |
|
|
2019
Q2 | $3.09M | Buy |
60,584
+16,993
| +39% | +$865K | 0.5% | 50 |
|
|
2019
Q1 | $2.04M | Buy |
43,591
+8,828
| +25% | +$414K | 0.39% | 67 |
|
|
2018
Q4 | $1.65M | Sell |
34,763
-140
| -0.4% | -$6.63K | 0.35% | 83 |
|
|
2018
Q3 | $1.61M | Buy |
34,903
+102
| +0.3% | +$4.71K | 0.33% | 95 |
|
|
2018
Q2 | $1.53M | Buy |
34,801
+9,254
| +36% | +$406K | 0.35% | 89 |
|
|
2018
Q1 | $1.11M | Buy |
25,547
+7,203
| +39% | +$313K | 0.28% | 106 |
|
|
2017
Q4 | $841K | Buy |
18,344
+1,357
| +8% | +$62.2K | 0.28% | 111 |
|
|
2017
Q3 | $765K | Sell |
16,987
-24,414
| -59% | -$1.1M | 0.3% | 108 |
|
|
2017
Q2 | $1.86M | Buy |
41,401
+4,763
| +13% | +$214K | 0.72% | 37 |
|
|
2017
Q1 | $1.56M | Sell |
36,638
-277
| -0.8% | -$11.8K | 0.61% | 44 |
|
|
2016
Q4 | $1.53M | Sell |
36,915
-7,759
| -17% | -$322K | 0.61% | 45 |
|
|
2016
Q3 | $1.89M | Sell |
44,674
-5,332
| -11% | -$226K | 0.72% | 36 |
|
|
2016
Q2 | $2.27M | Buy |
50,006
+455
| +0.9% | +$20.6K | 0.92% | 25 |
|
|
2016
Q1 | $2.3M | Sell |
49,551
-3,405
| -6% | -$158K | 0.98% | 25 |
|
|
2015
Q4 | $2.28M | Buy |
52,956
+5,950
| +13% | +$256K | 0.94% | 27 |
|
|
2015
Q3 | $1.89M | Buy |
47,006
+579
| +1% | +$23.2K | 0.95% | 31 |
|
|
2015
Q2 | $1.82M | Buy |
46,427
+6,747
| +17% | +$265K | 1.06% | 30 |
|
|
2015
Q1 | $1.61M | Buy |
39,680
+10,847
| +38% | +$440K | 0.81% | 35 |
|
|
2014
Q4 | $1.22M | Sell |
28,833
-5,642
| -16% | -$238K | 0.65% | 42 |
|
|
2014
Q3 | $1.47M | Buy |
34,475
+11,602
| +51% | +$495K | 0.8% | 32 |
|
|
2014
Q2 | $969K | Sell |
22,873
-7,859
| -26% | -$333K | 0.58% | 47 |
|
|
2014
Q1 | $1.19M | Buy |
30,732
+6,643
| +28% | +$257K | 0.81% | 37 |
|
|
2013
Q4 | $995K | Buy |
+24,089
| New | +$995K | 0.74% | 38 |
|