Insight 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 | $266K | Sell |
3,766
-7
| -0.2% | -$495 | 0.04% | 231 |
|
|
2025
Q1 | $270K | Sell |
3,773
-23
| -0.6% | -$1.65K | 0.05% | 232 |
|
|
2024
Q4 | $236K | Buy |
3,796
+46
| +1% | +$2.85K | 0.04% | 253 |
|
|
2024
Q3 | $269K | Buy |
3,750
+87
| +2% | +$6.25K | 0.05% | 242 |
|
|
2024
Q2 | $233K | Buy |
3,663
+31
| +0.9% | +$1.97K | 0.04% | 258 |
|
|
2024
Q1 | $222K | Buy |
3,632
+7
| +0.2% | +$428 | 0.04% | 270 |
|
|
2023
Q4 | $214K | Sell |
3,625
-273
| -7% | -$16.1K | 0.05% | 265 |
|
|
2023
Q3 | $218K | Sell |
3,898
-142
| -4% | -$7.95K | 0.05% | 251 |
|
|
2023
Q2 | $243K | Sell |
4,040
-229
| -5% | -$13.8K | 0.05% | 244 |
|
|
2023
Q1 | $265K | Sell |
4,269
-2,372
| -36% | -$147K | 0.06% | 241 |
|
|
2022
Q4 | $419K | Buy |
6,641
+416
| +7% | +$26.2K | 0.15% | 190 |
|
|
2022
Q3 | $343K | Buy |
6,225
+300
| +5% | +$16.5K | 0.13% | 191 |
|
|
2022
Q2 | $377K | Sell |
5,925
-840
| -12% | -$53.4K | 0.13% | 194 |
|
|
2022
Q1 | $419K | Sell |
6,765
-331
| -5% | -$20.5K | 0.13% | 206 |
|
|
2021
Q4 | $420K | Buy |
7,096
+306
| +5% | +$18.1K | 0.12% | 198 |
|
|
2021
Q3 | $384K | Sell |
6,790
-163
| -2% | -$9.22K | 0.11% | 212 |
|
|
2021
Q2 | $396K | Sell |
6,953
-2,719
| -28% | -$155K | 0.12% | 200 |
|
|
2021
Q1 | $523K | Buy |
9,672
+2,080
| +27% | +$112K | 0.17% | 155 |
|
|
2020
Q4 | $416K | Buy |
+7,592
| New | +$416K | 0.16% | 170 |
|