FMWA
Forvis Mazars Wealth Advisors’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.61M | Sell |
51,000
-3,813
| -7% | -$270K | 0.08% | 108 |
|
|
2025
Q1 | $3.93M | Sell |
54,813
-20,099
| -27% | -$1.44M | 0.09% | 103 |
|
|
2024
Q4 | $4.66M | Sell |
74,912
-3,925
| -5% | -$244K | 0.11% | 94 |
|
|
2024
Q3 | $5.67M | Buy |
78,837
+8,265
| +12% | +$594K | 0.13% | 88 |
|
|
2024
Q2 | $4.49M | Buy |
70,572
+4,189
| +6% | +$267K | 0.11% | 97 |
|
|
2024
Q1 | $4.06M | Sell |
66,383
-1,601
| -2% | -$98K | 0.1% | 104 |
|
|
2023
Q4 | $4.01M | Sell |
67,984
-2,132
| -3% | -$126K | 0.11% | 100 |
|
|
2023
Q3 | $3.93M | Buy |
70,116
+23,270
| +50% | +$1.3M | 0.12% | 101 |
|
|
2023
Q2 | $2.82M | Buy |
46,846
+12,847
| +38% | +$774K | 0.08% | 139 |
|
|
2023
Q1 | $2.11M | Sell |
33,999
-513
| -1% | -$31.8K | 0.07% | 143 |
|
|
2022
Q4 | $2.2M | Buy |
34,512
+1,347
| +4% | +$85.7K | 0.08% | 136 |
|
|
2022
Q3 | $1.86M | Sell |
33,165
-761
| -2% | -$42.6K | 0.08% | 144 |
|
|
2022
Q2 | $2.13M | Buy |
33,926
+2,522
| +8% | +$159K | 0.09% | 122 |
|
|
2022
Q1 | $1.95M | Buy |
31,404
+2,412
| +8% | +$150K | 0.08% | 110 |
|
|
2021
Q4 | $1.72M | Buy |
28,992
+2,041
| +8% | +$121K | 0.07% | 115 |
|
|
2021
Q3 | $1.41M | Sell |
26,951
-366
| -1% | -$19.2K | 0.07% | 119 |
|
|
2021
Q2 | $1.48M | Sell |
27,317
-7,289
| -21% | -$394K | 0.07% | 117 |
|
|
2021
Q1 | $1.82M | Sell |
34,606
-20,682
| -37% | -$1.09M | 0.09% | 98 |
|
|
2020
Q4 | $3.03M | Buy |
55,288
+6,481
| +13% | +$355K | 0.15% | 74 |
|
|
2020
Q3 | $2.41M | Sell |
48,807
-189
| -0.4% | -$9.33K | 0.14% | 76 |
|
|
2020
Q2 | $2.19M | Buy |
48,996
+230
| +0.5% | +$10.3K | 0.14% | 78 |
|
|
2020
Q1 | $2.16M | Sell |
48,766
-7,066
| -13% | -$313K | 0.18% | 63 |
|
|
2019
Q4 | $3.09M | Sell |
55,832
-1,350
| -2% | -$74.7K | 0.22% | 58 |
|
|
2019
Q3 | $3.11M | Buy |
57,182
+10,358
| +22% | +$564K | 0.25% | 55 |
|
|
2019
Q2 | $2.38M | Sell |
46,824
-629
| -1% | -$32K | 0.19% | 69 |
|
|
2019
Q1 | $2.22M | Sell |
47,453
-6,274
| -12% | -$294K | 0.18% | 71 |
|
|
2018
Q4 | $2.54M | Sell |
53,727
-4,585
| -8% | -$217K | 0.26% | 53 |
|
|
2018
Q3 | $2.69M | Buy |
58,312
+1,381
| +2% | +$63.8K | 0.24% | 53 |
|
|
2018
Q2 | $2.5M | Buy |
56,931
+1,952
| +4% | +$85.6K | 0.24% | 60 |
|
|
2018
Q1 | $2.39M | Buy |
54,979
+3,953
| +8% | +$172K | 0.24% | 57 |
|
|
2017
Q4 | $2.34M | Buy |
51,026
+959
| +2% | +$44K | 0.23% | 60 |
|
|
2017
Q3 | $2.25M | Buy |
50,067
+4,153
| +9% | +$187K | 0.25% | 59 |
|
|
2017
Q2 | $2.06M | Buy |
45,914
+4,968
| +12% | +$223K | 0.23% | 65 |
|
|
2017
Q1 | $1.74M | Buy |
40,946
+3,764
| +10% | +$160K | 0.21% | 63 |
|
|
2016
Q4 | $1.54M | Buy |
37,182
+5,229
| +16% | +$217K | 0.2% | 66 |
|
|
2016
Q3 | $1.35M | Hold |
31,953
| – | – | 0.19% | 66 |
|
|
2016
Q2 | $1.45M | Sell |
31,953
-906
| -3% | -$41.1K | 0.22% | 63 |
|
|
2016
Q1 | $1.52M | Sell |
32,859
-1,414
| -4% | -$65.6K | 0.24% | 54 |
|
|
2015
Q4 | $1.47M | Buy |
34,273
+576
| +2% | +$24.7K | 0.22% | 53 |
|
|
2015
Q3 | $1.35M | Sell |
33,697
-363
| -1% | -$14.6K | 0.24% | 56 |
|
|
2015
Q2 | $1.34M | Buy |
34,060
+504
| +2% | +$19.8K | 0.2% | 64 |
|
|
2015
Q1 | $1.36M | Buy |
33,556
+1,593
| +5% | +$64.6K | 0.2% | 65 |
|
|
2014
Q4 | $1.35M | Buy |
31,963
+2,647
| +9% | +$112K | 0.22% | 59 |
|
|
2014
Q3 | $1.25M | Buy |
29,316
+178
| +0.6% | +$7.6K | 0.22% | 58 |
|
|
2014
Q2 | $1.23M | Buy |
29,138
+3,110
| +12% | +$132K | 0.21% | 60 |
|
|
2014
Q1 | $1.01M | Buy |
26,028
+1,459
| +6% | +$56.4K | 0.18% | 78 |
|
|
2013
Q4 | $1.02M | Sell |
24,569
-233
| -0.9% | -$9.63K | 0.19% | 73 |
|
|
2013
Q3 | $939K | Sell |
24,802
-258
| -1% | -$9.77K | 0.19% | 77 |
|
|
2013
Q2 | $1.01M | Buy |
+25,060
| New | +$1.01M | 0.8% | 45 |
|