Financial Engines 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 | $884K | Buy |
12,501
+5,964
| +91% | +$422K | ﹤0.01% | 308 |
|
|
2025
Q1 | $468K | Sell |
6,537
-3,783
| -37% | -$271K | ﹤0.01% | 331 |
|
|
2024
Q4 | $643K | Buy |
10,320
+4,847
| +89% | +$302K | ﹤0.01% | 301 |
|
|
2024
Q3 | $395K | Buy |
5,473
+727
| +15% | +$52.5K | ﹤0.01% | 303 |
|
|
2024
Q2 | $304K | Buy |
4,746
+758
| +19% | +$48.5K | ﹤0.01% | 305 |
|
|
2024
Q1 | $246K | Buy |
3,988
+498
| +14% | +$30.7K | ﹤0.01% | 312 |
|
|
2023
Q4 | $206K | Sell |
3,490
-3,566
| -51% | -$210K | ﹤0.01% | 305 |
|
|
2023
Q3 | $398K | Buy |
7,056
+1,941
| +38% | +$110K | ﹤0.01% | 219 |
|
|
2023
Q2 | $310K | Buy |
5,115
+1,810
| +55% | +$110K | ﹤0.01% | 241 |
|
|
2023
Q1 | $206K | Sell |
3,305
-263
| -7% | -$16.4K | ﹤0.01% | 280 |
|
|
2022
Q4 | $227K | Sell |
3,568
-2,291
| -39% | -$146K | ﹤0.01% | 268 |
|
|
2022
Q3 | $330K | Buy |
5,859
+24
| +0.4% | +$1.35K | ﹤0.01% | 233 |
|
|
2022
Q2 | $369K | Buy |
5,835
+647
| +12% | +$40.9K | ﹤0.01% | 227 |
|
|
2022
Q1 | $323K | Buy |
+5,188
| New | +$323K | ﹤0.01% | 245 |
|
|
2021
Q3 | – | Sell |
-4,911
| Closed | -$268K | – | 277 |
|
|
2021
Q2 | $268K | Sell |
4,911
-190
| -4% | -$10.4K | ﹤0.01% | 187 |
|
|
2021
Q1 | $271K | Sell |
5,101
-375
| -7% | -$19.9K | ﹤0.01% | 226 |
|
|
2020
Q4 | $300K | Buy |
5,476
+239
| +5% | +$13.1K | ﹤0.01% | 205 |
|
|
2020
Q3 | $260K | Buy |
+5,237
| New | +$260K | ﹤0.01% | 201 |
|
|
2018
Q4 | – | Sell |
-143
| Closed | -$7K | – | 149 |
|
|
2018
Q3 | $7K | Buy |
143
+100
| +233% | +$4.9K | ﹤0.01% | 105 |
|
|
2018
Q2 | $2K | Sell |
43
-1
| -2% | -$47 | ﹤0.01% | 129 |
|
|
2018
Q1 | $2K | Buy |
44
+25
| +132% | +$1.14K | ﹤0.01% | 120 |
|
|
2017
Q4 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 189 |
|
|
2017
Q3 | – | Sell |
-28
| Closed | -$1K | – | 103 |
|
|
2017
Q2 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 73 |
|