Hudson Valley 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 | $312K | Hold |
4,413
| – | – | 0.03% | 142 |
|
|
2025
Q1 | $316K | Hold |
4,413
| – | – | 0.04% | 133 |
|
|
2024
Q4 | $275K | Sell |
4,413
-400
| -8% | -$24.9K | 0.03% | 146 |
|
|
2024
Q3 | $346K | Sell |
4,813
-207
| -4% | -$14.9K | 0.04% | 138 |
|
|
2024
Q2 | $302K | Buy |
5,020
+207
| +4% | +$12.4K | 0.04% | 152 |
|
|
2024
Q1 | $294K | Sell |
4,813
-207
| -4% | -$12.7K | 0.04% | 151 |
|
|
2023
Q4 | $302K | Sell |
5,020
-909
| -15% | -$54.6K | 0.04% | 151 |
|
|
2023
Q3 | $332K | Sell |
5,929
-1,299
| -18% | -$72.7K | 0.05% | 149 |
|
|
2023
Q2 | $435K | Buy |
7,228
+50
| +0.7% | +$3.01K | 0.06% | 146 |
|
|
2023
Q1 | $445K | Hold |
7,178
| – | – | 0.06% | 152 |
|
|
2022
Q4 | $457K | Hold |
7,178
| – | – | 0.07% | 146 |
|
|
2022
Q3 | $402K | Hold |
7,178
| – | – | 0.06% | 158 |
|
|
2022
Q2 | $452K | Hold |
7,178
| – | – | 0.07% | 151 |
|
|
2022
Q1 | $445K | Sell |
7,178
-150
| -2% | -$9.3K | 0.06% | 158 |
|
|
2021
Q4 | $434K | Sell |
7,328
-72
| -1% | -$4.26K | 0.07% | 138 |
|
|
2021
Q3 | $388K | Sell |
7,400
-105
| -1% | -$5.51K | 0.07% | 138 |
|
|
2021
Q2 | $406K | Sell |
7,505
-150
| -2% | -$8.12K | 0.07% | 128 |
|
|
2021
Q1 | $403K | Hold |
7,655
| – | – | 0.07% | 126 |
|
|
2020
Q4 | $420K | Hold |
7,655
| – | – | 0.08% | 116 |
|
|
2020
Q3 | $378K | Sell |
7,655
-525
| -6% | -$25.9K | 0.08% | 116 |
|
|
2020
Q2 | $365K | Buy |
8,180
+500
| +7% | +$22.3K | 0.08% | 118 |
|
|
2020
Q1 | $340K | Hold |
7,680
| – | – | 0.09% | 113 |
|
|
2019
Q4 | $425K | Sell |
7,680
-165
| -2% | -$9.13K | 0.09% | 116 |
|
|
2019
Q3 | $427K | Hold |
7,845
| – | – | 0.1% | 116 |
|
|
2019
Q2 | $399K | Sell |
7,845
-130
| -2% | -$6.61K | 0.09% | 124 |
|
|
2019
Q1 | $374K | Sell |
7,975
-572
| -7% | -$26.8K | 0.09% | 117 |
|
|
2018
Q4 | $405K | Buy |
+8,547
| New | +$405K | 0.09% | 119 |
|
|
2018
Q3 | – | Sell |
-8,049
| Closed | -$353K | – | 156 |
|
|
2018
Q2 | $353K | Sell |
8,049
-600
| -7% | -$26.3K | 0.09% | 119 |
|
|
2018
Q1 | $376K | Buy |
8,649
+237
| +3% | +$10.3K | 0.09% | 116 |
|
|
2017
Q4 | $386K | Sell |
8,412
-876
| -9% | -$40.2K | 0.1% | 118 |
|
|
2017
Q3 | $418K | Hold |
9,288
| – | – | 0.11% | 115 |
|
|
2017
Q2 | $417K | Buy |
9,288
+200
| +2% | +$8.98K | 0.11% | 114 |
|
|
2017
Q1 | $386K | Sell |
9,088
-645
| -7% | -$27.4K | 0.11% | 120 |
|
|
2016
Q4 | $404K | Sell |
9,733
-17
| -0.2% | -$706 | 0.12% | 117 |
|
|
2016
Q3 | $413K | Sell |
9,750
-75
| -0.8% | -$3.18K | 0.13% | 112 |
|
|
2016
Q2 | $445K | Sell |
9,825
-39,200
| -80% | -$1.78M | 0.14% | 105 |
|
|
2016
Q1 | $2.27M | Sell |
49,025
-12,420
| -20% | -$576K | 0.74% | 43 |
|
|
2015
Q4 | $2.64M | Sell |
61,445
-725
| -1% | -$31.2K | 0.82% | 37 |
|
|
2015
Q3 | $2.49M | Sell |
62,170
-1,675
| -3% | -$67.2K | 0.81% | 40 |
|
|
2015
Q2 | $2.51M | Sell |
63,845
-2,375
| -4% | -$93.2K | 0.78% | 44 |
|
|
2015
Q1 | $2.69M | Buy |
66,220
+48,405
| +272% | +$1.96M | 0.91% | 41 |
|
|
2014
Q4 | $752K | Sell |
17,815
-1,125
| -6% | -$47.5K | 0.31% | 69 |
|
|
2014
Q3 | $808K | Sell |
18,940
-473
| -2% | -$20.2K | 0.34% | 64 |
|
|
2014
Q2 | $822K | Sell |
19,413
-847
| -4% | -$35.9K | 0.36% | 61 |
|
|
2014
Q1 | $783K | Buy |
20,260
+973
| +5% | +$37.6K | 0.34% | 64 |
|
|
2013
Q4 | $797K | Sell |
19,287
-712
| -4% | -$29.4K | 0.35% | 61 |
|
|
2013
Q3 | $758K | Buy |
19,999
+1,641
| +9% | +$62.2K | 0.37% | 59 |
|
|
2013
Q2 | $736K | Buy |
+18,358
| New | +$736K | 0.35% | 65 |
|