IA
IFG Advisors’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Buy |
4,102
+500
| +14% | +$35.4K | 0.05% | 131 |
|
|
2025
Q1 | $258K | Hold |
3,602
| – | – | 0.05% | 128 |
|
|
2024
Q4 | $224K | Sell |
3,602
-6,190
| -63% | -$385K | 0.04% | 136 |
|
|
2024
Q3 | $704K | Hold |
9,792
| – | – | 0.15% | 65 |
|
|
2024
Q2 | $623K | Buy |
9,792
+5
| +0.1% | +$318 | 0.15% | 68 |
|
|
2024
Q1 | $599K | Hold |
9,787
| – | – | 0.16% | 65 |
|
|
2023
Q4 | $577K | Buy |
9,787
+1
| +0% | +$59 | 0.17% | 64 |
|
|
2023
Q3 | $548K | Hold |
9,786
| – | – | 0.19% | 63 |
|
|
2023
Q2 | $589K | Hold |
9,786
| – | – | 0.21% | 58 |
|
|
2023
Q1 | $607K | Hold |
9,786
| – | – | 0.24% | 52 |
|
|
2022
Q4 | $622K | Hold |
9,786
| – | – | 0.27% | 47 |
|
|
2022
Q3 | $548K | Buy |
9,786
+188
| +2% | +$10.5K | 0.28% | 50 |
|
|
2022
Q2 | $604K | Hold |
9,598
| – | – | 0.31% | 47 |
|
|
2022
Q1 | $595K | Hold |
9,598
| – | – | 0.26% | 55 |
|
|
2021
Q4 | $568K | Buy |
9,598
+17
| +0.2% | +$1.01K | 0.24% | 58 |
|
|
2021
Q3 | $503K | Buy |
9,581
+19
| +0.2% | +$997 | 0.23% | 60 |
|
|
2021
Q2 | $517K | Buy |
9,562
+24
| +0.3% | +$1.3K | 0.25% | 55 |
|
|
2021
Q1 | $503K | Buy |
+9,538
| New | +$503K | 0.28% | 50 |
|
|
2020
Q4 | – | Sell |
-9,538
| Closed | -$470K | – | 85 |
|
|
2020
Q3 | $470K | Hold |
9,538
| – | – | 0.33% | 44 |
|
|
2020
Q2 | $426K | Sell |
9,538
-7,896
| -45% | -$353K | 0.34% | 44 |
|
|
2020
Q1 | $771K | Buy |
17,434
+7,896
| +83% | +$349K | 0.76% | 17 |
|
|
2019
Q4 | $528K | Hold |
9,538
| – | – | 0.44% | 28 |
|
|
2019
Q3 | $519K | Buy |
+9,538
| New | +$519K | 0.48% | 26 |
|