HC 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 | $429K | Sell |
6,057
-1,071
| -15% | -$75.8K | 0.3% | 33 |
|
|
2025
Q1 | $511K | Hold |
7,128
| – | – | 0.38% | 31 |
|
|
2024
Q4 | $444K | Buy |
7,128
+1,803
| +34% | +$112K | 0.36% | 35 |
|
|
2024
Q3 | $383K | Buy |
5,325
+32
| +0.6% | +$2.3K | 0.31% | 37 |
|
|
2024
Q2 | $337K | Sell |
5,293
-18,521
| -78% | -$1.18M | 0.31% | 37 |
|
|
2024
Q1 | $1.46M | Buy |
23,814
+13,908
| +140% | +$851K | 0.69% | 30 |
|
|
2023
Q4 | $584K | Sell |
9,906
-712
| -7% | -$42K | 0.33% | 50 |
|
|
2023
Q3 | $594K | Buy |
10,618
+136
| +1% | +$7.61K | 0.35% | 45 |
|
|
2023
Q2 | $631K | Buy |
10,482
+17
| +0.2% | +$1.02K | 0.37% | 44 |
|
|
2023
Q1 | $649K | Buy |
10,465
+1,593
| +18% | +$98.8K | 0.4% | 43 |
|
|
2022
Q4 | $564K | Buy |
8,872
+300
| +3% | +$19.1K | 0.39% | 44 |
|
|
2022
Q3 | $480K | Sell |
8,572
-1,484
| -15% | -$83.1K | 0.33% | 50 |
|
|
2022
Q2 | $633K | Buy |
10,056
+1,330
| +15% | +$83.7K | 0.45% | 42 |
|
|
2022
Q1 | $541K | Hold |
8,726
| – | – | 0.34% | 44 |
|
|
2021
Q4 | $517K | Buy |
8,726
+33
| +0.4% | +$1.96K | 0.32% | 46 |
|
|
2021
Q3 | $456K | Sell |
8,693
-1,483
| -15% | -$77.8K | 0.3% | 47 |
|
|
2021
Q2 | $551K | Buy |
10,176
+1,617
| +19% | +$87.6K | 0.34% | 42 |
|
|
2021
Q1 | $451K | Buy |
8,559
+65
| +0.8% | +$3.43K | 0.29% | 46 |
|
|
2020
Q4 | $466K | Buy |
8,494
+34
| +0.4% | +$1.87K | 0.32% | 44 |
|
|
2020
Q3 | $418K | Buy |
8,460
+118
| +1% | +$5.83K | 0.34% | 42 |
|
|
2020
Q2 | $373K | Buy |
8,342
+3,202
| +62% | +$143K | 0.31% | 53 |
|
|
2020
Q1 | $227K | Buy |
+5,140
| New | +$227K | 0.99% | 23 |
|