IFS 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 | $10.5K | Sell |
148
-100
| -40% | -$7.08K | 0.01% | 86 |
|
|
2025
Q1 | $17.8K | Hold |
248
| – | – | 0.01% | 72 |
|
|
2024
Q4 | $15.4K | Buy |
248
+100
| +68% | +$6.23K | 0.01% | 68 |
|
|
2024
Q3 | $10.6K | Hold |
148
| – | – | 0.01% | 67 |
|
|
2024
Q2 | $9.42K | Hold |
148
| – | – | 0.01% | 70 |
|
|
2024
Q1 | $9.05K | Hold |
148
| – | – | 0.01% | 74 |
|
|
2023
Q4 | $8.72K | Hold |
148
| – | – | 0.01% | 67 |
|
|
2023
Q3 | $8.29K | Hold |
148
| – | – | 0.02% | 65 |
|
|
2023
Q2 | $8.91K | Buy |
148
+48
| +48% | +$2.89K | 0.02% | 66 |
|
|
2023
Q1 | $6.2K | Hold |
100
| – | – | 0.03% | 61 |
|
|
2022
Q4 | $6.36K | Hold |
100
| – | – | 0.01% | 68 |
|
|
2022
Q3 | $5K | Hold |
100
| – | – | 0.01% | 62 |
|
|
2022
Q2 | $6K | Hold |
100
| – | – | 0.02% | 60 |
|
|
2022
Q1 | $6K | Hold |
100
| – | – | 0.01% | 75 |
|
|
2021
Q4 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 85 |
|
|
2021
Q1 | – | Sell |
-100
| Closed | -$5K | – | 87 |
|
|
2020
Q4 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 125 |
|