IMA Advisory Services’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 | $578K | Buy |
8,109
+48
| +0.6% | +$3.42K | 0.06% | 142 |
|
|
2025
Q1 | $581K | Hold |
8,061
| – | – | 0.07% | 139 |
|
|
2024
Q4 | $502K | Sell |
8,061
-588
| -7% | -$36.6K | 0.06% | 143 |
|
|
2024
Q3 | $626K | Buy |
+8,649
| New | +$626K | 0.14% | 111 |
|
|
2023
Q4 | – | Sell |
-7,900
| Closed | -$442K | – | 177 |
|
|
2023
Q3 | $442K | Hold |
7,900
| – | – | 0.11% | 118 |
|
|
2023
Q2 | $476K | Hold |
7,900
| – | – | 0.12% | 115 |
|
|
2023
Q1 | $490K | Hold |
7,900
| – | – | 0.13% | 114 |
|
|
2022
Q4 | $503K | Hold |
7,900
| – | – | 0.13% | 112 |
|
|
2022
Q3 | $443K | Sell |
7,900
-112
| -1% | -$6.28K | 0.12% | 112 |
|
|
2022
Q2 | $504K | Buy |
8,012
+6,167
| +334% | +$388K | 0.12% | 111 |
|
|
2022
Q1 | $114K | Hold |
1,845
| – | – | 0.03% | 139 |
|
|
2021
Q4 | $109K | Buy |
1,845
+23
| +1% | +$1.36K | 0.02% | 153 |
|
|
2021
Q3 | $96K | Buy |
1,822
+11
| +0.6% | +$580 | 0.02% | 145 |
|
|
2021
Q2 | $98K | Buy |
1,811
+12
| +0.7% | +$649 | 0.02% | 144 |
|
|
2021
Q1 | $95K | Hold |
1,799
| – | – | 0.02% | 141 |
|
|
2020
Q4 | $99K | Sell |
1,799
-581
| -24% | -$32K | 0.03% | 133 |
|
|
2020
Q3 | $117K | Buy |
2,380
+406
| +21% | +$20K | 0.04% | 132 |
|
|
2020
Q2 | $88K | Buy |
1,974
+14
| +0.7% | +$624 | 0.03% | 134 |
|
|
2020
Q1 | $87K | Hold |
1,960
| – | – | 0.04% | 129 |
|
|
2019
Q4 | $109K | Buy |
1,960
+20
| +1% | +$1.11K | 0.04% | 126 |
|
|
2019
Q3 | $106K | Buy |
1,940
+11
| +0.6% | +$601 | 0.04% | 128 |
|
|
2019
Q2 | $98K | Buy |
1,929
+11
| +0.6% | +$559 | 0.04% | 128 |
|
|
2019
Q1 | $90K | Hold |
1,918
| – | – | 0.03% | 135 |
|
|
2018
Q4 | $91K | Buy |
1,918
+22
| +1% | +$1.04K | 0.04% | 135 |
|
|
2018
Q3 | $88K | Buy |
1,896
+12
| +0.6% | +$557 | 0.03% | 137 |
|
|
2018
Q2 | $83K | Buy |
+1,884
| New | +$83K | 0.03% | 142 |
|