Investment 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 | $3.55M | Buy |
50,197
+3,150
| +7% | +$223K | 1.18% | 20 |
|
|
2025
Q1 | $3.37M | Sell |
47,047
-223
| -0.5% | -$16K | 1.22% | 20 |
|
|
2024
Q4 | $2.94M | Sell |
47,270
-2,470
| -5% | -$154K | 1.04% | 25 |
|
|
2024
Q3 | $3.57M | Sell |
49,740
-1,398
| -3% | -$100K | 1.26% | 18 |
|
|
2024
Q2 | $3.25M | Sell |
51,138
-2,498
| -5% | -$159K | 1.19% | 20 |
|
|
2024
Q1 | $3.28M | Sell |
53,636
-318
| -0.6% | -$19.5K | 1.2% | 20 |
|
|
2023
Q4 | $3.18M | Sell |
53,954
-1,640
| -3% | -$96.6K | 1.25% | 18 |
|
|
2023
Q3 | $3.11M | Sell |
55,594
-165
| -0.3% | -$9.24K | 1.34% | 16 |
|
|
2023
Q2 | $3.36M | Buy |
55,759
+1,200
| +2% | +$72.3K | 1.42% | 16 |
|
|
2023
Q1 | $3.38M | Sell |
54,559
-882
| -2% | -$54.7K | 1.67% | 13 |
|
|
2022
Q4 | $3.54M | Buy |
55,441
+14
| +0% | +$895 | 1.82% | 13 |
|
|
2022
Q3 | $3.11M | Sell |
55,427
-3
| -0% | -$168 | 1.86% | 13 |
|
|
2022
Q2 | $3.49M | Sell |
55,430
-2,409
| -4% | -$152K | 2.01% | 13 |
|
|
2022
Q1 | $3.59M | Buy |
57,839
+136
| +0.2% | +$8.43K | 2% | 10 |
|
|
2021
Q4 | $3.42M | Buy |
57,703
+3,024
| +6% | +$179K | 1.87% | 9 |
|
|
2021
Q3 | $2.87M | Buy |
54,679
+242
| +0.4% | +$12.7K | 1.76% | 11 |
|
|
2021
Q2 | $2.95M | Buy |
+54,437
| New | +$2.95M | 1.82% | 11 |
|
|
2020
Q4 | $3.04M | Buy |
55,375
+1,625
| +3% | +$89.1K | 2.13% | 9 |
|
|
2020
Q3 | $2.65M | Buy |
53,750
+923
| +2% | +$45.6K | 2.1% | 11 |
|
|
2020
Q2 | $2.36M | Buy |
52,827
+9,189
| +21% | +$411K | 2.02% | 12 |
|
|
2020
Q1 | $1.93M | Buy |
43,638
+5,280
| +14% | +$234K | 2.07% | 13 |
|
|
2019
Q4 | $2.12M | Buy |
+38,358
| New | +$2.12M | 1.91% | 13 |
|