IAA
Independent Advisor Alliance’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.9M | Sell |
351,561
-62,964
| -15% | -$4.45M | 0.72% | 22 |
|
|
2025
Q1 | $29.7M | Sell |
414,525
-6,147
| -1% | -$440K | 0.98% | 17 |
|
|
2024
Q4 | $26.2M | Sell |
420,672
-113,953
| -21% | -$7.09M | 0.35% | 58 |
|
|
2024
Q3 | $38.4M | Buy |
534,625
+3,699
| +0.7% | +$266K | 1.4% | 10 |
|
|
2024
Q2 | $33.8M | Sell |
530,926
-25,180
| -5% | -$1.6M | 1.16% | 16 |
|
|
2024
Q1 | $34M | Buy |
556,106
+1,916
| +0.3% | +$117K | 1.23% | 14 |
|
|
2023
Q4 | $32.7M | Buy |
554,190
+13,798
| +3% | +$813K | 1.18% | 16 |
|
|
2023
Q3 | $30.3M | Buy |
540,392
+12,444
| +2% | +$697K | 1.37% | 12 |
|
|
2023
Q2 | $31.8M | Buy |
527,948
+110,493
| +26% | +$6.65M | 1.4% | 10 |
|
|
2023
Q1 | $25.9M | Buy |
417,455
+48,738
| +13% | +$3.02M | 1.25% | 12 |
|
|
2022
Q4 | $23.5K | Buy |
368,717
+9,805
| +3% | +$624 | 0.01% | 153 |
|
|
2022
Q3 | $20.1M | Sell |
358,912
-14,507
| -4% | -$813K | 1.17% | 12 |
|
|
2022
Q2 | $23.5M | Buy |
373,419
+37,855
| +11% | +$2.38M | 1.31% | 9 |
|
|
2022
Q1 | $20.8M | Buy |
335,564
+16,378
| +5% | +$1.02M | 1% | 16 |
|
|
2021
Q4 | $18.9M | Buy |
319,186
+9,964
| +3% | +$590K | 0.93% | 18 |
|
|
2021
Q3 | $16.2M | Buy |
309,222
+16,477
| +6% | +$865K | 0.9% | 22 |
|
|
2021
Q2 | $15.8M | Sell |
292,745
-33,310
| -10% | -$1.8M | 0.87% | 19 |
|
|
2021
Q1 | $17.2M | Buy |
326,055
+25,971
| +9% | +$1.37M | 1.02% | 15 |
|
|
2020
Q4 | $16.5M | Buy |
300,084
+16,593
| +6% | +$910K | 1.12% | 15 |
|
|
2020
Q3 | $14M | Buy |
283,491
+90,109
| +47% | +$4.45M | 1.06% | 14 |
|
|
2020
Q2 | $8.64M | Buy |
193,382
+6,621
| +4% | +$296K | 0.92% | 21 |
|
|
2020
Q1 | $8.26M | Buy |
186,761
+21,274
| +13% | +$941K | 1.2% | 18 |
|
|
2019
Q4 | $9.16M | Buy |
165,487
+6,524
| +4% | +$361K | 0.4% | 56 |
|
|
2019
Q3 | $8.62M | Sell |
158,963
-4,228
| -3% | -$229K | 1.05% | 24 |
|
|
2019
Q2 | $7.48M | Buy |
163,191
+52,016
| +47% | +$2.39M | 1.08% | 22 |
|
|
2019
Q1 | $5.21M | Buy |
111,175
+11,178
| +11% | +$524K | 0.73% | 33 |
|
|
2018
Q4 | $4.75M | Buy |
99,997
+16,553
| +20% | +$785K | 0.84% | 33 |
|
|
2018
Q3 | $3.74M | Buy |
83,444
+1,970
| +2% | +$88.3K | 0.67% | 30 |
|
|
2018
Q2 | $3.46M | Buy |
81,474
+1,781
| +2% | +$75.7K | 0.72% | 29 |
|
|
2018
Q1 | $3.4M | Buy |
79,693
+6,038
| +8% | +$258K | 0.76% | 29 |
|
|
2017
Q4 | $3.39M | Buy |
73,655
+11,715
| +19% | +$539K | 0.76% | 32 |
|
|
2017
Q3 | $2.81M | Buy |
61,940
+7,581
| +14% | +$344K | 0.77% | 32 |
|
|
2017
Q2 | $2.41M | Buy |
54,359
+28,015
| +106% | +$1.24M | 0.77% | 33 |
|
|
2017
Q1 | $1.12M | Buy |
26,344
+5,030
| +24% | +$214K | 0.18% | 149 |
|
|
2016
Q4 | $881K | Buy |
+21,314
| New | +$881K | 0.38% | 79 |
|