Institutional & Family Asset Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $330K | Buy |
5,177
+1,032
| +25% | +$65.7K | 0.05% | 126 |
|
|
2024
Q1 | $254K | Sell |
4,145
-138
| -3% | -$8.44K | 0.04% | 132 |
|
|
2023
Q4 | $252K | Sell |
4,283
-30
| -0.7% | -$1.77K | 0.04% | 135 |
|
|
2023
Q3 | $241K | Buy |
4,313
+761
| +21% | +$42.6K | 0.04% | 132 |
|
|
2023
Q2 | $214K | Sell |
3,552
-125
| -3% | -$7.53K | 0.03% | 140 |
|
|
2023
Q1 | $228K | Buy |
3,677
+478
| +15% | +$29.6K | 0.04% | 134 |
|
|
2022
Q4 | $203K | Buy |
3,199
+954
| +42% | +$60.7K | 0.03% | 138 |
|
|
2022
Q3 | $126K | Buy |
2,245
+9
| +0.4% | +$505 | 0.02% | 154 |
|
|
2022
Q2 | $141K | Sell |
2,236
-213
| -9% | -$13.4K | 0.02% | 152 |
|
|
2022
Q1 | $152K | Buy |
2,449
+154
| +7% | +$9.56K | 0.02% | 162 |
|
|
2021
Q4 | $136K | Buy |
2,295
+14
| +0.6% | +$830 | 0.02% | 179 |
|
|
2021
Q3 | $120K | Sell |
2,281
-430
| -16% | -$22.6K | 0.02% | 218 |
|
|
2021
Q2 | $147K | Buy |
2,711
+9
| +0.3% | +$488 | 0.02% | 201 |
|
|
2021
Q1 | $142K | Buy |
2,702
+58
| +2% | +$3.05K | 0.03% | 226 |
|
|
2020
Q4 | $145K | Sell |
2,644
-27
| -1% | -$1.48K | 0.03% | 211 |
|
|
2020
Q3 | $132K | Sell |
2,671
-3,867
| -59% | -$191K | 0.03% | 203 |
|
|
2020
Q2 | $292K | Buy |
6,538
+1,033
| +19% | +$46.1K | 0.06% | 142 |
|
|
2020
Q1 | $244K | Buy |
5,505
+157
| +3% | +$6.96K | 0.06% | 131 |
|
|
2019
Q4 | $296K | Sell |
5,348
-520
| -9% | -$28.8K | 0.06% | 140 |
|
|
2019
Q3 | $319K | Sell |
5,868
-439
| -7% | -$23.9K | 0.07% | 131 |
|
|
2019
Q2 | $321K | Sell |
6,307
-470
| -7% | -$23.9K | 0.07% | 139 |
|
|
2019
Q1 | $318K | Sell |
6,777
-1,646
| -20% | -$77.2K | 0.07% | 146 |
|
|
2018
Q4 | $399K | Buy |
8,423
+1,811
| +27% | +$85.8K | 0.09% | 119 |
|
|
2018
Q3 | $305K | Buy |
6,612
+35
| +0.5% | +$1.61K | 0.06% | 156 |
|
|
2018
Q2 | $288K | Buy |
6,577
+160
| +2% | +$7.01K | 0.06% | 154 |
|
|
2018
Q1 | $279K | Sell |
6,417
-213
| -3% | -$9.26K | 0.06% | 149 |
|
|
2017
Q4 | $304K | Sell |
6,630
-11,220
| -63% | -$514K | 0.06% | 136 |
|
|
2017
Q3 | $803K | Buy |
17,850
+3,652
| +26% | +$164K | 0.16% | 91 |
|
|
2017
Q2 | $637K | Buy |
14,198
+107
| +0.8% | +$4.8K | 0.16% | 81 |
|
|
2017
Q1 | $598K | Sell |
14,091
-500
| -3% | -$21.2K | 0.19% | 82 |
|
|
2016
Q4 | $605K | Sell |
14,591
-62,978
| -81% | -$2.61M | 0.19% | 88 |
|
|
2016
Q3 | $3.28M | Buy |
77,569
+7,147
| +10% | +$302K | 1.09% | 54 |
|
|
2016
Q2 | $3.19M | Buy |
70,422
+6,665
| +10% | +$302K | 1.11% | 44 |
|
|
2016
Q1 | $2.74M | Buy |
63,757
+1,354
| +2% | +$58.2K | 1.02% | 32 |
|
|
2015
Q4 | $2.68M | Buy |
+62,403
| New | +$2.68M | 1% | 39 |
|