IFP 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 | $4.42M | Sell |
61,144
-1,309
| -2% | -$94.6K | 0.13% | 182 |
|
|
2025
Q1 | $4.47M | Sell |
62,453
-64
| -0.1% | -$4.58K | 0.14% | 162 |
|
|
2024
Q4 | $3.89M | Buy |
62,517
+14,872
| +31% | +$926K | 0.13% | 175 |
|
|
2024
Q3 | $3.42M | Buy |
47,645
+4,193
| +10% | +$301K | 0.12% | 176 |
|
|
2024
Q2 | $2.77M | Buy |
43,452
+1,257
| +3% | +$80K | 0.11% | 196 |
|
|
2024
Q1 | $2.58M | Buy |
42,195
+2,669
| +7% | +$163K | 0.11% | 193 |
|
|
2023
Q4 | $2.33M | Sell |
39,526
-12,196
| -24% | -$719K | 0.11% | 206 |
|
|
2023
Q3 | $2.9M | Sell |
51,722
-4,013
| -7% | -$225K | 0.13% | 158 |
|
|
2023
Q2 | $3.36M | Sell |
55,735
-4,046
| -7% | -$244K | 0.14% | 147 |
|
|
2023
Q1 | $2.56M | Sell |
59,781
-69,382
| -54% | -$2.97M | 0.11% | 187 |
|
|
2022
Q4 | $5.55M | Sell |
129,163
-15,843
| -11% | -$681K | 0.15% | 123 |
|
|
2022
Q3 | $6.23M | Buy |
145,006
+13,870
| +11% | +$596K | 0.16% | 126 |
|
|
2022
Q2 | $5.64M | Hold |
131,136
| – | – | 0.18% | 122 |
|
|
2022
Q1 | $5.64M | Buy |
131,136
+73,128
| +126% | +$3.15M | 0.18% | 122 |
|
|
2021
Q4 | $3.44M | Sell |
58,008
-3,558
| -6% | -$211K | 0.07% | 165 |
|
|
2021
Q3 | $3.23M | Buy |
61,566
+6,730
| +12% | +$353K | 0.06% | 176 |
|
|
2021
Q2 | $2.94M | Sell |
54,836
-15,797
| -22% | -$846K | 0.06% | 182 |
|
|
2021
Q1 | $3.72M | Buy |
70,633
+9,927
| +16% | +$523K | 0.07% | 131 |
|
|
2020
Q4 | $3.31M | Buy |
60,706
+12,754
| +27% | +$696K | 0.13% | 128 |
|
|
2020
Q3 | $2.37M | Sell |
47,952
-16,588
| -26% | -$819K | 0.14% | 147 |
|
|
2020
Q2 | $2.85M | Buy |
64,540
+20,637
| +47% | +$911K | 0.23% | 93 |
|
|
2020
Q1 | $1.95M | Sell |
43,903
-551
| -1% | -$24.4K | 0.2% | 121 |
|
|
2019
Q4 | $2.47M | Sell |
44,454
-20,199
| -31% | -$1.12M | 0.19% | 128 |
|
|
2019
Q3 | $3.52M | Buy |
+64,653
| New | +$3.52M | 0.24% | 98 |
|
|
2019
Q1 | $2.76M | Sell |
58,957
-57,719
| -49% | -$2.7M | 0.38% | 53 |
|
|
2018
Q4 | $5.51M | Sell |
116,676
-21,352
| -15% | -$1.01M | 0.34% | 63 |
|
|
2018
Q3 | $6.38M | Sell |
138,028
-7,829
| -5% | -$362K | 0.26% | 82 |
|
|
2018
Q2 | $6.4M | Sell |
145,857
-1,560
| -1% | -$68.4K | 0.27% | 79 |
|
|
2018
Q1 | $6.76M | Hold |
147,417
| – | – | 0.31% | 70 |
|
|
2017
Q4 | $6.76M | Sell |
147,417
-159,874
| -52% | -$7.33M | 0.31% | 70 |
|
|
2017
Q3 | $13.8M | Sell |
307,291
-691
| -0.2% | -$31.1K | 0.55% | 28 |
|
|
2017
Q2 | $13.8M | Sell |
307,982
-4,413
| -1% | -$198K | 0.59% | 25 |
|
|
2017
Q1 | $13.3M | Sell |
312,395
-14,437
| -4% | -$613K | 0.58% | 23 |
|
|
2016
Q4 | $13.6M | Buy |
326,832
+105,775
| +48% | +$4.39M | 0.65% | 21 |
|
|
2016
Q3 | $9.36M | Sell |
221,057
-4,407
| -2% | -$187K | 0.49% | 31 |
|
|
2016
Q2 | $10.2M | Buy |
225,464
+166,507
| +282% | +$7.55M | 0.57% | 22 |
|
|
2016
Q1 | $2.76M | Sell |
58,957
-106,065
| -64% | -$4.96M | 0.38% | 53 |
|
|
2015
Q4 | $7.09M | Buy |
+165,022
| New | +$7.09M | 0.48% | 40 |
|