FDx 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 | $223K | Sell |
3,149
-1,098
| -26% | -$77.8K | 0.07% | 164 |
|
|
2025
Q1 | $304K | Sell |
4,247
-42
| -1% | -$3.01K | 0.1% | 127 |
|
|
2024
Q4 | $267K | Sell |
4,289
-45
| -1% | -$2.8K | 0.08% | 147 |
|
|
2024
Q3 | $311K | Buy |
4,334
+14
| +0.3% | +$1.01K | 0.08% | 145 |
|
|
2024
Q2 | $275K | Sell |
4,320
-2,908
| -40% | -$185K | 0.08% | 156 |
|
|
2024
Q1 | $442K | Sell |
7,228
-16,435
| -69% | -$1.01M | 0.07% | 220 |
|
|
2023
Q4 | $1.39M | Sell |
23,663
-6,330
| -21% | -$373K | 0.11% | 193 |
|
|
2023
Q3 | $1.68M | Sell |
29,993
-40,896
| -58% | -$2.29M | 0.14% | 144 |
|
|
2023
Q2 | $4.27M | Buy |
70,889
+26,601
| +60% | +$1.6M | 0.23% | 112 |
|
|
2023
Q1 | $2.82M | Hold |
44,288
| – | – | 0.12% | 162 |
|
|
2022
Q4 | $2.82M | Buy |
44,288
+16,000
| +57% | +$1.02M | 0.12% | 162 |
|
|
2022
Q3 | $1.59M | Buy |
28,288
+3,658
| +15% | +$205K | 0.07% | 215 |
|
|
2022
Q2 | $1.55M | Sell |
24,630
-7,305
| -23% | -$459K | 0.06% | 246 |
|
|
2022
Q1 | $1.98M | Sell |
31,935
-6,481
| -17% | -$402K | 0.07% | 212 |
|
|
2021
Q4 | $2.28M | Sell |
38,416
-5,991
| -13% | -$355K | 0.06% | 217 |
|
|
2021
Q3 | $2.33M | Sell |
44,407
-7,902
| -15% | -$415K | 0.07% | 185 |
|
|
2021
Q2 | $2.83M | Buy |
52,309
+3,531
| +7% | +$191K | 0.09% | 159 |
|
|
2021
Q1 | $2.57M | Sell |
48,778
-46,163
| -49% | -$2.43M | 0.1% | 149 |
|
|
2020
Q4 | $5.21M | Buy |
94,941
+3,542
| +4% | +$194K | 0.21% | 97 |
|
|
2020
Q3 | $4.51M | Sell |
91,399
-1,018
| -1% | -$50.3K | 0.21% | 103 |
|
|
2020
Q2 | $4.13M | Buy |
92,417
+12,793
| +16% | +$572K | 0.22% | 98 |
|
|
2020
Q1 | $3.52M | Buy |
79,624
+4,104
| +5% | +$182K | 0.23% | 93 |
|
|
2019
Q4 | $4.18M | Buy |
75,520
+5,384
| +8% | +$298K | 0.23% | 100 |
|
|
2019
Q3 | $3.82M | Sell |
70,136
-59,733
| -46% | -$3.25M | 0.26% | 83 |
|
|
2019
Q2 | $6.61M | Buy |
129,869
+6,292
| +5% | +$320K | 0.26% | 86 |
|
|
2019
Q1 | $5.79M | Buy |
123,577
+44,719
| +57% | +$2.1M | 0.23% | 84 |
|
|
2018
Q4 | $3.73M | Sell |
78,858
-66,936
| -46% | -$3.17M | 0.31% | 57 |
|
|
2018
Q3 | $6.73M | Sell |
145,794
-66,242
| -31% | -$3.06M | 0.25% | 75 |
|
|
2018
Q2 | $9.3M | Sell |
212,036
-67,621
| -24% | -$2.97M | 0.34% | 58 |
|
|
2018
Q1 | $12.1M | Sell |
279,657
-42,908
| -13% | -$1.86M | 0.36% | 52 |
|
|
2017
Q4 | $14.8M | Sell |
322,565
-2,733
| -0.8% | -$125K | 0.4% | 42 |
|
|
2017
Q3 | $14.6M | Sell |
325,298
-7,600
| -2% | -$342K | 0.4% | 43 |
|
|
2017
Q2 | $14.9M | Buy |
332,898
+34,778
| +12% | +$1.56M | 0.44% | 40 |
|
|
2017
Q1 | $12.7M | Sell |
298,120
-19,421
| -6% | -$824K | 0.39% | 49 |
|
|
2016
Q4 | $13.2M | Buy |
317,541
+131,008
| +70% | +$5.43M | 0.38% | 53 |
|
|
2016
Q3 | $7.89M | Buy |
186,533
+25,484
| +16% | +$1.08M | 0.33% | 56 |
|
|
2016
Q2 | $7.3M | Buy |
161,049
+39,676
| +33% | +$1.8M | 0.33% | 57 |
|
|
2016
Q1 | $5.63M | Buy |
121,373
+4,287
| +4% | +$199K | 0.26% | 75 |
|
|
2015
Q4 | $5.03M | Buy |
117,086
+22,092
| +23% | +$949K | 0.23% | 87 |
|
|
2015
Q3 | $3.81M | Sell |
94,994
-8,566
| -8% | -$344K | 0.33% | 56 |
|
|
2015
Q2 | $4.13M | Buy |
103,560
+14,760
| +17% | +$589K | 0.21% | 89 |
|
|
2015
Q1 | $3.6M | Buy |
88,800
+41
| +0% | +$1.66K | 0.08% | 203 |
|
|
2014
Q4 | $3.75M | Buy |
88,759
+4,652
| +6% | +$196K | 0.23% | 79 |
|
|
2014
Q3 | $3.59M | Sell |
84,107
-331
| -0.4% | -$14.1K | 0.23% | 78 |
|
|
2014
Q2 | $3.58M | Buy |
84,438
+26,224
| +45% | +$1.11M | 0.23% | 83 |
|
|
2014
Q1 | $2.25M | Buy |
58,214
+3,943
| +7% | +$152K | 0.19% | 118 |
|
|
2013
Q4 | $2.24M | Buy |
54,271
+4,346
| +9% | +$179K | 0.22% | 105 |
|
|
2013
Q3 | $1.89M | Sell |
49,925
-652
| -1% | -$24.7K | 0.22% | 97 |
|
|
2013
Q2 | $2.03M | Buy |
+50,577
| New | +$2.03M | 0.27% | 83 |
|