FormulaFolio Investments’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $31K | Buy |
581
+90
| +18% | +$4.8K | 0.01% | 166 |
|
|
2021
Q1 | $27K | Sell |
491
-70,067
| -99% | -$3.85M | 0.01% | 173 |
|
|
2020
Q4 | $3.87M | Buy |
70,558
+49,292
| +232% | +$2.7M | 0.08% | 181 |
|
|
2020
Q3 | $1.05M | Sell |
21,266
-619
| -3% | -$30.6K | 0.04% | 147 |
|
|
2020
Q2 | $978K | Buy |
21,885
+8,863
| +68% | +$396K | 0.04% | 142 |
|
|
2020
Q1 | $576K | Buy |
13,022
+659
| +5% | +$29.1K | 0.03% | 162 |
|
|
2019
Q4 | $684K | Sell |
12,363
-2,035
| -14% | -$113K | 0.02% | 214 |
|
|
2019
Q3 | $784K | Sell |
14,398
-865
| -6% | -$47.1K | 0.03% | 179 |
|
|
2019
Q2 | $777K | Sell |
15,263
-607
| -4% | -$30.9K | 0.03% | 163 |
|
|
2019
Q1 | $744K | Sell |
15,870
-362
| -2% | -$17K | 0.03% | 155 |
|
|
2018
Q4 | $750K | Hold |
16,232
| – | – | 0.03% | 173 |
|
|
2018
Q3 | $750K | Buy |
16,232
+33
| +0.2% | +$1.53K | 0.03% | 173 |
|
|
2018
Q2 | $711K | Buy |
16,199
+462
| +3% | +$20.3K | 0.03% | 167 |
|
|
2018
Q1 | $683K | Buy |
15,737
+296
| +2% | +$12.8K | 0.04% | 149 |
|
|
2017
Q4 | $708K | Buy |
15,441
+2,369
| +18% | +$109K | 0.05% | 138 |
|
|
2017
Q3 | $588K | Buy |
13,072
+1,957
| +18% | +$88K | 0.05% | 120 |
|
|
2017
Q2 | $499K | Buy |
11,115
+688
| +7% | +$30.9K | 0.05% | 128 |
|
|
2017
Q1 | $443K | Buy |
10,427
+2,758
| +36% | +$117K | 0.05% | 120 |
|
|
2016
Q4 | $318K | Buy |
7,669
+877
| +13% | +$36.4K | 0.04% | 137 |
|
|
2016
Q3 | $287K | Buy |
6,792
+193
| +3% | +$8.16K | 0.04% | 109 |
|
|
2016
Q2 | $299K | Sell |
6,599
-295
| -4% | -$13.4K | 0.05% | 99 |
|
|
2016
Q1 | $320K | Buy |
6,894
+362
| +6% | +$16.8K | 0.06% | 92 |
|
|
2015
Q4 | $281K | Buy |
6,532
+620
| +10% | +$26.7K | 0.07% | 85 |
|
|
2015
Q3 | $237K | Buy |
+5,912
| New | +$237K | 0.08% | 64 |
|