Integrated Investment Consultants’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 | $622K | Sell |
8,790
-8,236
| -48% | -$583K | 0.12% | 122 |
|
|
2025
Q1 | $1.22M | Sell |
17,026
-3,838
| -18% | -$275K | 0.24% | 73 |
|
|
2024
Q4 | $1.3M | Buy |
20,864
+15,204
| +269% | +$947K | 0.27% | 69 |
|
|
2024
Q3 | $407K | Sell |
5,660
-738
| -12% | -$53K | 0.09% | 179 |
|
|
2024
Q2 | $391K | Hold |
6,398
| – | – | 0.11% | 160 |
|
|
2024
Q1 | $391K | Buy |
6,398
+1,311
| +26% | +$80.2K | 0.11% | 160 |
|
|
2023
Q4 | $300K | Buy |
5,087
+698
| +16% | +$41.1K | 0.09% | 185 |
|
|
2023
Q3 | $246K | Sell |
4,389
-649
| -13% | -$36.3K | 0.09% | 194 |
|
|
2023
Q2 | $303K | Buy |
+5,038
| New | +$303K | 0.1% | 187 |
|
|
2023
Q1 | – | Sell |
-3,516
| Closed | -$224K | – | 277 |
|
|
2022
Q4 | $224K | Buy |
+3,516
| New | +$224K | 0.08% | 217 |
|
|
2022
Q3 | – | Sell |
-3,972
| Closed | -$249K | – | 236 |
|
|
2022
Q2 | $249K | Sell |
3,972
-550
| -12% | -$34.5K | 0.09% | 189 |
|
|
2022
Q1 | $280K | Sell |
4,522
-2,739
| -38% | -$170K | 0.08% | 230 |
|
|
2021
Q4 | $429K | Buy |
7,261
+552
| +8% | +$32.6K | 0.11% | 159 |
|
|
2021
Q3 | $352K | Buy |
6,709
+192
| +3% | +$10.1K | 0.1% | 185 |
|
|
2021
Q2 | $352K | Buy |
6,517
+902
| +16% | +$48.7K | 0.1% | 187 |
|
|
2021
Q1 | $296K | Sell |
5,615
-381
| -6% | -$20.1K | 0.1% | 191 |
|
|
2020
Q4 | $329K | Buy |
5,996
+344
| +6% | +$18.9K | 0.12% | 152 |
|
|
2020
Q3 | $279K | Buy |
5,652
+154
| +3% | +$7.6K | 0.13% | 139 |
|
|
2020
Q2 | $246K | Sell |
5,498
-10
| -0.2% | -$447 | 0.12% | 129 |
|
|
2020
Q1 | $244K | Buy |
5,508
+11
| +0.2% | +$487 | 0.14% | 113 |
|
|
2019
Q4 | $304K | Sell |
5,497
-645
| -11% | -$35.7K | 0.13% | 115 |
|
|
2019
Q3 | $334K | Sell |
6,142
-1,798
| -23% | -$97.8K | 0.17% | 95 |
|
|
2019
Q2 | $404K | Hold |
7,940
| – | – | 0.21% | 85 |
|
|
2019
Q1 | $372K | Buy |
7,940
+1,400
| +21% | +$65.6K | 0.2% | 85 |
|
|
2018
Q4 | $310K | Buy |
6,540
+498
| +8% | +$23.6K | 0.17% | 94 |
|
|
2018
Q3 | $279K | Hold |
6,042
| – | – | 0.14% | 115 |
|
|
2018
Q2 | $265K | Sell |
6,042
-1,798
| -23% | -$78.9K | 0.14% | 114 |
|
|
2018
Q1 | $340K | Buy |
+7,840
| New | +$340K | 0.13% | 98 |
|
|
2017
Q3 | $321K | Buy |
7,126
+62
| +0.9% | +$2.79K | 0.14% | 92 |
|
|
2017
Q2 | $317K | Sell |
7,064
-178
| -2% | -$7.99K | 0.14% | 88 |
|
|
2017
Q1 | $307K | Hold |
7,242
| – | – | 0.14% | 93 |
|
|
2016
Q4 | $300K | Buy |
7,242
+800
| +12% | +$33.1K | 0.14% | 89 |
|
|
2016
Q3 | $269K | Hold |
6,442
| – | – | 0.14% | 98 |
|
|
2016
Q2 | $292K | Buy |
6,442
+1,284
| +25% | +$58.2K | 0.17% | 92 |
|
|
2016
Q1 | $242K | Sell |
5,158
-18
| -0.3% | -$845 | 0.14% | 98 |
|
|
2015
Q4 | $218K | Buy |
+5,176
| New | +$218K | 0.17% | 98 |
|