Emerald 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 | $1.4M | Buy |
19,724
+959
| +5% | +$67.9K | 0.18% | 28 |
|
|
2025
Q1 | $1.34M | Buy |
18,765
+945
| +5% | +$67.7K | 0.18% | 24 |
|
|
2024
Q4 | $1.11M | Buy |
17,820
+822
| +5% | +$51.2K | 0.15% | 30 |
|
|
2024
Q3 | $1.2M | Buy |
16,998
+322
| +2% | +$22.7K | 0.17% | 27 |
|
|
2024
Q2 | $1.06M | Buy |
16,676
+454
| +3% | +$28.9K | 0.16% | 26 |
|
|
2024
Q1 | $992K | Buy |
16,222
+567
| +4% | +$34.7K | 0.18% | 30 |
|
|
2023
Q4 | $923K | Buy |
15,655
+605
| +4% | +$35.7K | 0.18% | 29 |
|
|
2023
Q3 | $842K | Buy |
15,050
+884
| +6% | +$49.5K | 0.2% | 28 |
|
|
2023
Q2 | $853K | Buy |
14,166
+806
| +6% | +$48.5K | 0.2% | 28 |
|
|
2023
Q1 | $829K | Sell |
13,360
-152
| -1% | -$9.43K | 0.21% | 25 |
|
|
2022
Q4 | $859K | Sell |
13,512
-10
| -0.1% | -$636 | 0.24% | 24 |
|
|
2022
Q3 | $758K | Buy |
13,522
+478
| +4% | +$26.8K | 0.22% | 26 |
|
|
2022
Q2 | $821K | Buy |
13,044
+42
| +0.3% | +$2.64K | 0.23% | 29 |
|
|
2022
Q1 | $806K | Buy |
13,002
+542
| +4% | +$33.6K | 0.19% | 29 |
|
|
2021
Q4 | $738K | Buy |
12,460
+6,409
| +106% | +$380K | 0.18% | 33 |
|
|
2021
Q3 | $317K | Buy |
6,051
+223
| +4% | +$11.7K | 0.09% | 76 |
|
|
2021
Q2 | $315K | Buy |
5,828
+261
| +5% | +$14.1K | 0.1% | 75 |
|
|
2021
Q1 | $293K | Sell |
5,567
-282
| -5% | -$14.8K | 0.11% | 65 |
|
|
2020
Q4 | $321K | Sell |
5,849
-3,297
| -36% | -$181K | 0.11% | 60 |
|
|
2020
Q3 | $452K | Buy |
9,146
+268
| +3% | +$13.2K | 0.17% | 43 |
|
|
2020
Q2 | $397K | Buy |
8,878
+149
| +2% | +$6.66K | 0.18% | 47 |
|
|
2020
Q1 | $402K | Sell |
8,729
-1,554
| -15% | -$71.6K | 0.18% | 43 |
|
|
2019
Q4 | $591K | Buy |
+10,283
| New | +$591K | 0.56% | 25 |
|