GHP Investment 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 | $806K | Buy |
11,387
+8
| +0.1% | +$566 | 0.04% | 280 |
|
|
2025
Q1 | $815K | Buy |
11,379
+129
| +1% | +$9.24K | 0.04% | 274 |
|
|
2024
Q4 | $700K | Sell |
11,250
-249
| -2% | -$15.5K | 0.03% | 284 |
|
|
2024
Q3 | $826K | Buy |
11,499
+1,229
| +12% | +$88.3K | 0.04% | 274 |
|
|
2024
Q2 | $654K | Buy |
10,270
+58
| +0.6% | +$3.69K | 0.03% | 284 |
|
|
2024
Q1 | $625K | Hold |
10,212
| – | – | 0.03% | 294 |
|
|
2023
Q4 | $602K | Sell |
10,212
-810
| -7% | -$47.7K | 0.03% | 293 |
|
|
2023
Q3 | $583K | Sell |
11,022
-945
| -8% | -$50K | 0.04% | 289 |
|
|
2023
Q2 | $732K | Buy |
11,967
+660
| +6% | +$40.4K | 0.04% | 285 |
|
|
2023
Q1 | $701K | Sell |
11,307
-685
| -6% | -$42.5K | 0.04% | 280 |
|
|
2022
Q4 | $763K | Buy |
11,992
+1,185
| +11% | +$75.4K | 0.05% | 273 |
|
|
2022
Q3 | $605K | Buy |
10,807
+116
| +1% | +$6.49K | 0.05% | 278 |
|
|
2022
Q2 | $673K | Sell |
10,691
-79
| -0.7% | -$4.97K | 0.05% | 270 |
|
|
2022
Q1 | $668K | Sell |
10,770
-821
| -7% | -$50.9K | 0.04% | 272 |
|
|
2021
Q4 | $686K | Sell |
11,591
-1,125
| -9% | -$66.6K | 0.05% | 236 |
|
|
2021
Q3 | $667K | Buy |
12,716
+164
| +1% | +$8.6K | 0.05% | 222 |
|
|
2021
Q2 | $679K | Buy |
12,552
+155
| +1% | +$8.39K | 0.05% | 218 |
|
|
2021
Q1 | $653K | Hold |
12,397
| – | – | 0.06% | 214 |
|
|
2020
Q4 | $680K | Buy |
12,397
+1,322
| +12% | +$72.5K | 0.06% | 206 |
|
|
2020
Q3 | $547K | Buy |
11,075
+795
| +8% | +$39.3K | 0.06% | 213 |
|
|
2020
Q2 | $459K | Sell |
10,280
-1,552
| -13% | -$69.3K | 0.06% | 222 |
|
|
2020
Q1 | $524K | Buy |
11,832
+61
| +0.5% | +$2.7K | 0.08% | 211 |
|
|
2019
Q4 | $652K | Sell |
11,771
-381
| -3% | -$21.1K | 0.07% | 218 |
|
|
2019
Q3 | $662K | Buy |
12,152
+14
| +0.1% | +$763 | 0.08% | 214 |
|
|
2019
Q2 | $618K | Sell |
12,138
-104
| -0.8% | -$5.3K | 0.08% | 217 |
|
|
2019
Q1 | $574K | Sell |
12,242
-768
| -6% | -$36K | 0.07% | 216 |
|
|
2018
Q4 | $616K | Buy |
13,010
+906
| +7% | +$42.9K | 0.09% | 206 |
|
|
2018
Q3 | $559K | Sell |
12,104
-829
| -6% | -$38.3K | 0.07% | 218 |
|
|
2018
Q2 | $567K | Buy |
12,933
+2,449
| +23% | +$107K | 0.08% | 214 |
|
|
2018
Q1 | $455K | Hold |
10,484
| – | – | 0.06% | 233 |
|
|
2017
Q4 | $481K | Buy |
10,484
+239
| +2% | +$11K | 0.07% | 228 |
|
|
2017
Q3 | $461K | Buy |
10,245
+7
| +0.1% | +$315 | 0.07% | 235 |
|
|
2017
Q2 | $459K | Buy |
10,238
+7
| +0.1% | +$314 | 0.07% | 230 |
|
|
2017
Q1 | $434K | Hold |
10,231
| – | – | 0.07% | 235 |
|
|
2016
Q4 | $424K | Buy |
10,231
+15
| +0.1% | +$622 | 0.08% | 229 |
|
|
2016
Q3 | $432K | Sell |
10,216
-274
| -3% | -$11.6K | 0.09% | 221 |
|
|
2016
Q2 | $476K | Sell |
10,490
-38
| -0.4% | -$1.72K | 0.1% | 209 |
|
|
2016
Q1 | $488K | Buy |
10,528
+324
| +3% | +$15K | 0.11% | 205 |
|
|
2015
Q4 | $438K | Buy |
10,204
+14
| +0.1% | +$601 | 0.11% | 205 |
|
|
2015
Q3 | $409K | Hold |
10,190
| – | – | 0.11% | 198 |
|
|
2015
Q2 | $412K | Sell |
10,190
-1,832
| -15% | -$74.1K | 0.1% | 200 |
|
|
2015
Q1 | $488K | Buy |
12,022
+2,000
| +20% | +$81.2K | 0.13% | 174 |
|
|
2014
Q4 | $423K | Buy |
10,022
+11
| +0.1% | +$464 | 0.12% | 189 |
|
|
2014
Q3 | $427K | Buy |
10,011
+111
| +1% | +$4.73K | 0.13% | 179 |
|
|
2014
Q2 | $419K | Buy |
9,900
+181
| +2% | +$7.66K | 0.12% | 179 |
|
|
2014
Q1 | $376K | Hold |
9,719
| – | – | 0.12% | 185 |
|
|
2013
Q4 | $401K | Sell |
9,719
-18
| -0.2% | -$743 | 0.13% | 175 |
|
|
2013
Q3 | $369K | Buy |
9,737
+6
| +0.1% | +$227 | 0.13% | 175 |
|
|
2013
Q2 | $390K | Buy |
+9,731
| New | +$390K | 0.16% | 158 |
|