ICW 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 | $2.43M | Buy |
34,292
+255
| +0.7% | +$18K | 0.96% | 36 |
|
|
2025
Q1 | $2.44M | Sell |
34,037
-3
| -0% | -$215 | 0.99% | 35 |
|
|
2024
Q4 | $2.12M | Buy |
34,040
+328
| +1% | +$20.4K | 0.88% | 44 |
|
|
2024
Q3 | $2.42M | Buy |
33,712
+296
| +0.9% | +$21.3K | 1.01% | 32 |
|
|
2024
Q2 | $2.13M | Sell |
33,416
-506
| -1% | -$32.2K | 0.97% | 35 |
|
|
2024
Q1 | $2.08M | Buy |
33,922
+5
| +0% | +$306 | 0.92% | 39 |
|
|
2023
Q4 | $2M | Buy |
33,917
+587
| +2% | +$34.6K | 0.97% | 36 |
|
|
2023
Q3 | $1.87M | Buy |
33,330
+1,161
| +4% | +$65K | 1% | 38 |
|
|
2023
Q2 | $1.94M | Buy |
32,169
+792
| +3% | +$47.7K | 1.04% | 35 |
|
|
2023
Q1 | $1.95M | Buy |
31,377
+893
| +3% | +$55.4K | 1.11% | 34 |
|
|
2022
Q4 | $1.94M | Buy |
30,484
+56
| +0.2% | +$3.56K | 1.16% | 34 |
|
|
2022
Q3 | $1.71M | Buy |
30,428
+242
| +0.8% | +$13.6K | 1.14% | 31 |
|
|
2022
Q2 | $1.9M | Buy |
30,186
+111
| +0.4% | +$6.98K | 1.21% | 27 |
|
|
2022
Q1 | $1.87M | Buy |
30,075
+92
| +0.3% | +$5.71K | 1.07% | 36 |
|
|
2021
Q4 | $1.78M | Buy |
29,983
+1,234
| +4% | +$73.1K | 0.99% | 40 |
|
|
2021
Q3 | $1.51M | Buy |
28,749
+266
| +0.9% | +$14K | 0.97% | 43 |
|
|
2021
Q2 | $1.54M | Buy |
28,483
+485
| +2% | +$26.2K | 1.01% | 39 |
|
|
2021
Q1 | $1.48M | Buy |
27,998
+405
| +1% | +$21.4K | 1.01% | 38 |
|
|
2020
Q4 | $1.5M | Sell |
27,593
-261
| -0.9% | -$14.2K | 1.07% | 36 |
|
|
2020
Q3 | $1.38M | Buy |
27,854
+473
| +2% | +$23.3K | 1.03% | 37 |
|
|
2020
Q2 | $1.22M | Buy |
27,381
+113
| +0.4% | +$5.05K | 0.99% | 42 |
|
|
2020
Q1 | $1.21M | Buy |
27,268
+510
| +2% | +$22.6K | 1.15% | 30 |
|
|
2019
Q4 | $1.48M | Buy |
+26,758
| New | +$1.48M | 1.2% | 28 |
|