Equitable Holdings’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 | $11.4M | Buy |
161,452
+15,865
| +11% | +$1.12M | 0.09% | 183 |
|
|
2025
Q1 | $10.4M | Buy |
145,587
+5,819
| +4% | +$417K | 0.1% | 177 |
|
|
2024
Q4 | $8.7M | Buy |
139,768
+8,766
| +7% | +$546K | 0.08% | 195 |
|
|
2024
Q3 | $9.41M | Buy |
131,002
+7,220
| +6% | +$519K | 0.09% | 178 |
|
|
2024
Q2 | $7.88M | Buy |
123,782
+4,695
| +4% | +$299K | 0.08% | 191 |
|
|
2024
Q1 | $7.29M | Buy |
119,087
+4,244
| +4% | +$260K | 0.08% | 184 |
|
|
2023
Q4 | $6.77M | Buy |
114,843
+6,580
| +6% | +$388K | 0.08% | 180 |
|
|
2023
Q3 | $6.06M | Buy |
108,263
+13,165
| +14% | +$737K | 0.09% | 175 |
|
|
2023
Q2 | $5.73M | Buy |
95,098
+7,489
| +9% | +$451K | 0.08% | 167 |
|
|
2023
Q1 | $5.43M | Buy |
87,609
+3,981
| +5% | +$247K | 0.09% | 162 |
|
|
2022
Q4 | $5.32M | Buy |
83,628
+3,867
| +5% | +$246K | 0.09% | 154 |
|
|
2022
Q3 | $4.47M | Buy |
79,761
+2,693
| +3% | +$151K | 0.09% | 162 |
|
|
2022
Q2 | $4.85M | Buy |
77,068
+1,173
| +2% | +$73.8K | 0.09% | 148 |
|
|
2022
Q1 | $4.71M | Buy |
75,895
+6,488
| +9% | +$402K | 0.08% | 163 |
|
|
2021
Q4 | $4.11M | Buy |
69,407
+948
| +1% | +$56.1K | 0.06% | 186 |
|
|
2021
Q3 | $3.59M | Buy |
68,459
+3,346
| +5% | +$176K | 0.06% | 185 |
|
|
2021
Q2 | $3.52M | Buy |
65,113
+1,295
| +2% | +$70.1K | 0.06% | 179 |
|
|
2021
Q1 | $3.36M | Buy |
63,818
+3,227
| +5% | +$170K | 0.07% | 171 |
|
|
2020
Q4 | $3.32M | Sell |
60,591
-4,427
| -7% | -$243K | 0.08% | 162 |
|
|
2020
Q3 | $3.21M | Sell |
65,018
-2,994
| -4% | -$148K | 0.08% | 147 |
|
|
2020
Q2 | $3.04M | Buy |
68,012
+4,816
| +8% | +$215K | 0.09% | 141 |
|
|
2020
Q1 | $2.8M | Buy |
63,196
+10,286
| +19% | +$455K | 0.1% | 128 |
|
|
2019
Q4 | $2.93M | Buy |
+52,910
| New | +$2.93M | 0.09% | 139 |
|