IFG Advisory’s Coca-Cola KO Stock Holding History

IFG Advisory’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.39M	Buy	47,958 +1,239	+3%	+$87.7K	0.17%	150
2025 Q1	$3.35M	Sell	46,719 -5,351	-10%	-$383K	0.19%	139
2024 Q4	$3.24M	Sell	52,070 -1,534	-3%	-$95.5K	0.18%	140
2024 Q3	$3.85M	Sell	53,604 -3,003	-5%	-$216K	0.25%	123
2024 Q2	$3.6M	Buy	56,607 +10,667	+23%	+$679K	0.23%	114
2024 Q1	$2.81M	Buy	45,940 +409	+0.9%	+$25K	0.21%	136
2023 Q4	$2.68M	Sell	45,531 -6,230	-12%	-$367K	0.2%	139
2023 Q3	$2.9M	Buy	51,761 +337	+0.7%	+$18.9K	0.24%	110
2023 Q2	$3.1M	Buy	51,424 +1,623	+3%	+$97.7K	0.27%	102
2023 Q1	$3.09M	Sell	49,801 -1,133	-2%	-$70.3K	0.29%	81
2022 Q4	$3.24M	Sell	50,934 -9,978	-16%	-$635K	0.32%	70
2022 Q3	$3.41M	Buy	60,912 +11,979	+24%	+$671K	0.31%	70
2022 Q2	$3.08M	Sell	48,933 -29,835	-38%	-$1.88M	0.33%	63
2022 Q1	$4.88M	Sell	78,768 -24,341	-24%	-$1.51M	0.49%	44
2021 Q4	$6.11M	Buy	103,109 +4,356	+4%	+$258K	0.59%	38
2021 Q3	$5.18M	Buy	98,753 +841	+0.9%	+$44.1K	0.56%	37
2021 Q2	$5.3M	Buy	97,912 +35,827	+58%	+$1.94M	0.59%	35
2021 Q1	$3.27M	Sell	62,085 -11,547	-16%	-$609K	0.41%	56
2020 Q4	$4.04M	Buy	73,632 +14,828	+25%	+$813K	0.56%	40
2020 Q3	$2.9M	Buy	58,804 +1,071	+2%	+$52.9K	0.47%	47
2020 Q2	$2.58M	Buy	57,733 +1,129	+2%	+$50.4K	0.46%	50
2020 Q1	$2.5M	Buy	56,604 +14,940	+36%	+$661K	0.56%	40
2019 Q4	$2.31M	Sell	41,664 -8,631	-17%	-$478K	0.42%	62
2019 Q3	$2.74M	Sell	50,295 -4,912	-9%	-$267K	0.53%	43
2019 Q2	$2.81M	Buy	55,207 +1,803	+3%	+$91.8K	0.5%	41
2019 Q1	$2.5M	Sell	53,404 -1,318	-2%	-$61.7K	0.48%	45
2018 Q4	$2.59M	Sell	54,722 -3,694	-6%	-$175K	0.61%	30
2018 Q3	$2.7M	Buy	58,416 +1,106	+2%	+$51.1K	0.51%	39
2018 Q2	$2.51M	Buy	57,310 +2,426	+4%	+$106K	0.52%	40
2018 Q1	$2.38M	Buy	54,884 +2,947	+6%	+$128K	0.53%	38
2017 Q4	$2.38M	Buy	+51,937	New	+$2.38M	0.54%	39