Financial Advocates Investment Management’s Coca-Cola KO Stock Holding History

Financial Advocates Investment Management’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.47M	Sell	20,830 -3,207	-13%	-$227K	0.12%	163
2025 Q1	$1.72M	Sell	24,037 -4,733	-16%	-$339K	0.12%	188
2024 Q4	$1.79M	Buy	28,770 +1,551	+6%	+$96.6K	0.1%	196
2024 Q3	$1.96M	Buy	27,219 +33	+0.1%	+$2.37K	0.11%	187
2024 Q2	$1.73M	Sell	27,186 -4,897	-15%	-$312K	0.11%	187
2024 Q1	$1.96M	Buy	32,083 +3,341	+12%	+$204K	0.11%	183
2023 Q4	$1.69M	Sell	28,742 -1,578	-5%	-$93K	0.11%	194
2023 Q3	$1.7M	Buy	30,320 +1,031	+4%	+$57.7K	0.12%	185
2023 Q2	$1.76M	Buy	29,289 +784	+3%	+$47.2K	0.13%	180
2023 Q1	$1.77M	Sell	28,505 -471	-2%	-$29.2K	0.13%	179
2022 Q4	$1.84M	Buy	28,976 +33	+0.1%	+$2.1K	0.14%	175
2022 Q3	$1.6M	Buy	28,943 +506	+2%	+$27.9K	0.13%	174
2022 Q2	$1.79M	Sell	28,437 -1,468	-5%	-$92.4K	0.15%	171
2022 Q1	$1.86M	Sell	29,905 -521	-2%	-$32.3K	0.12%	203
2021 Q4	$1.8M	Buy	30,426 +358	+1%	+$21.2K	0.11%	212
2021 Q3	$1.58M	Buy	30,068 +2,546	+9%	+$134K	0.11%	229
2021 Q2	$1.49M	Sell	27,522 -3,250	-11%	-$176K	0.1%	236
2021 Q1	$1.62M	Sell	30,772 -5,695	-16%	-$300K	0.11%	208
2020 Q4	$2M	Buy	36,467 +1,233	+3%	+$67.6K	0.14%	172
2020 Q3	$1.74M	Sell	35,234 -33	-0.1%	-$1.63K	0.15%	143
2020 Q2	$1.58M	Sell	35,267 -469	-1%	-$21K	0.15%	164
2020 Q1	$1.58M	Buy	35,736 +3,497	+11%	+$155K	0.23%	120
2019 Q4	$1.79M	Buy	32,239 +321	+1%	+$17.8K	0.19%	132
2019 Q3	$2.02M	Buy	31,918 +2,285	+8%	+$144K	0.23%	110
2019 Q2	$1.51M	Sell	29,633 -614	-2%	-$31.3K	0.17%	137
2019 Q1	$1.42M	Buy	30,247 +1,651	+6%	+$77.3K	0.18%	138
2018 Q4	$1.35M	Buy	28,596 +323	+1%	+$15.3K	0.18%	133
2018 Q3	$1.31M	Buy	28,273 +1,330	+5%	+$61.4K	0.15%	155
2018 Q2	$1.18M	Sell	26,943 -634	-2%	-$27.7K	0.14%	151
2018 Q1	$1.2M	Buy	27,577 +244	+0.9%	+$10.6K	0.16%	139
2017 Q4	$1.25M	Buy	+27,333	New	+$1.25M	0.17%	130