Financial Advocates Investment Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-20,830
| Closed | -$1.47M | – | 349 |
|
|
2025
Q2 | $1.47M | Sell |
20,830
-3,207
| -13% | -$228K | 0.12% | 163 |
|
|
2025
Q1 | $1.72M | Sell |
24,037
-4,733
| -16% | -$316K | 0.12% | 188 |
|
|
2024
Q4 | $1.79M | Buy |
28,770
+1,551
| +6% | +$101K | 0.1% | 196 |
|
|
2024
Q3 | $1.96M | Buy |
27,219
+33
| +0.1% | +$2.26K | 0.11% | 187 |
|
|
2024
Q2 | $1.73M | Sell |
27,186
-4,897
| -15% | -$303K | 0.11% | 187 |
|
|
2024
Q1 | $1.96M | Buy |
32,083
+3,341
| +12% | +$201K | 0.11% | 183 |
|
|
2023
Q4 | $1.69M | Sell |
28,742
-1,578
| -5% | -$89.6K | 0.11% | 194 |
|
|
2023
Q3 | $1.7M | Buy |
30,320
+1,031
| +4% | +$61.8K | 0.12% | 186 |
|
|
2023
Q2 | $1.76M | Buy |
29,289
+784
| +3% | +$48.8K | 0.13% | 181 |
|
|
2023
Q1 | $1.77M | Sell |
28,505
-471
| -2% | -$28.5K | 0.13% | 184 |
|
|
2022
Q4 | $1.84M | Buy |
28,976
+33
| +0.1% | +$1.99K | 0.14% | 177 |
|
|
2022
Q3 | $1.6M | Buy |
28,943
+506
| +2% | +$31.4K | 0.13% | 177 |
|
|
2022
Q2 | $1.79M | Sell |
28,437
-1,468
| -5% | -$93.1K | 0.15% | 171 |
|
|
2022
Q1 | $1.85M | Sell |
29,905
-521
| -2% | -$31.7K | 0.12% | 203 |
|
|
2021
Q4 | $1.8M | Buy |
30,426
+358
| +1% | +$19.9K | 0.11% | 217 |
|
|
2021
Q3 | $1.58M | Buy |
30,068
+2,546
| +9% | +$142K | 0.11% | 230 |
|
|
2021
Q2 | $1.49M | Sell |
27,522
-3,250
| -11% | -$177K | 0.1% | 243 |
|
|
2021
Q1 | $1.62M | Sell |
30,772
-5,695
| -16% | -$287K | 0.11% | 215 |
|
|
2020
Q4 | $2M | Buy |
36,467
+1,233
| +3% | +$63.8K | 0.14% | 173 |
|
|
2020
Q3 | $1.74M | Sell |
35,234
-33
| -0.1% | -$1.59K | 0.15% | 147 |
|
|
2020
Q2 | $1.58M | Sell |
35,267
-469
| -1% | -$21.6K | 0.15% | 174 |
|
|
2020
Q1 | $1.58M | Buy |
35,736
+3,497
| +11% | +$189K | 0.23% | 121 |
|
|
2019
Q4 | $1.78M | Buy |
32,239
+321
| +1% | +$17.3K | 0.19% | 133 |
|
|
2019
Q3 | $2.02M | Buy |
31,918
+2,285
| +8% | +$122K | 0.23% | 110 |
|
|
2019
Q2 | $1.51M | Sell |
29,633
-614
| -2% | -$30.1K | 0.17% | 137 |
|
|
2019
Q1 | $1.42M | Buy |
30,247
+1,651
| +6% | +$77.2K | 0.18% | 138 |
|
|
2018
Q4 | $1.35M | Buy |
28,596
+323
| +1% | +$15.5K | 0.18% | 133 |
|
|
2018
Q3 | $1.31M | Buy |
28,273
+1,330
| +5% | +$60.8K | 0.15% | 155 |
|
|
2018
Q2 | $1.18M | Sell |
26,943
-634
| -2% | -$27.4K | 0.14% | 151 |
|
|
2018
Q1 | $1.2M | Buy |
27,577
+244
| +0.9% | +$11K | 0.16% | 139 |
|
|
2017
Q4 | $1.25M | Buy |
+27,333
| New | +$1.26M | 0.17% | 130 |
|
Other funds holding KO
Financial Advocates Investment Management's KO Position: Q3 2025 in Review
Financial Advocates Investment Management sold out of Coca-Cola (KO) in Q3 2025, closing a stake of 20,830 shares — an estimated $1.47M sold.
Financial Advocates Investment Management first reported a position in KO in Q4 2017 and held it in 31 quarters. The position peaked at $2.02M in Q3 2019. 3,281 funds tracked by Wall St. Rank hold KO as of Q3 2025.
- Financial Advocates Investment Management reported no remaining Coca-Cola position as of Q3 2025 after selling out during the quarter.
- Financial Advocates Investment Management sold 20,830 Coca-Cola shares in Q3 2025, an estimated $1.47M.
- Financial Advocates Investment Management first reported a position in Coca-Cola in Q4 2017 and held it in 31 quarters.
- Financial Advocates Investment Management's Coca-Cola position peaked at $2.02M in Q3 2019.
- 3,281 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.
Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.