Investment Research & Advisory Group’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 | $288K | Buy |
4,068
+793
| +24% | +$56.1K | 0.11% | 64 |
|
|
2025
Q1 | $235K | Buy |
3,275
+427
| +15% | +$30.6K | 0.1% | 65 |
|
|
2024
Q4 | $177K | Hold |
2,848
| – | – | 0.07% | 71 |
|
|
2024
Q3 | $205K | Sell |
2,848
-450
| -14% | -$32.3K | 0.09% | 67 |
|
|
2024
Q2 | $210K | Hold |
3,298
| – | – | 0.09% | 63 |
|
|
2024
Q1 | $202K | Buy |
3,298
+165
| +5% | +$10.1K | 0.09% | 62 |
|
|
2023
Q4 | $185K | Hold |
3,133
| – | – | 0.09% | 67 |
|
|
2023
Q3 | $175K | Hold |
3,133
| – | – | 0.1% | 65 |
|
|
2023
Q2 | $189K | Sell |
3,133
-244
| -7% | -$14.7K | 0.11% | 63 |
|
|
2023
Q1 | $209K | Hold |
3,377
| – | – | 0.13% | 61 |
|
|
2022
Q4 | $215K | Hold |
3,377
| – | – | 0.14% | 58 |
|
|
2022
Q3 | $189K | Buy |
3,377
+1,275
| +61% | +$71.4K | 0.14% | 60 |
|
|
2022
Q2 | $132K | Hold |
2,102
| – | – | 0.1% | 68 |
|
|
2022
Q1 | $130K | Hold |
2,102
| – | – | 0.08% | 72 |
|
|
2021
Q4 | $124K | Hold |
2,102
| – | – | 0.08% | 76 |
|
|
2021
Q3 | $111K | Sell |
2,102
-20
| -0.9% | -$1.06K | 0.07% | 73 |
|
|
2021
Q2 | $115K | Hold |
2,122
| – | – | 0.08% | 81 |
|
|
2021
Q1 | $112K | Sell |
2,122
-3,405
| -62% | -$180K | 0.08% | 71 |
|
|
2020
Q4 | $303K | Buy |
5,527
+20
| +0.4% | +$1.1K | 0.22% | 50 |
|
|
2020
Q3 | $272K | Hold |
5,507
| – | – | 0.23% | 50 |
|
|
2020
Q2 | $243K | Sell |
5,507
-80
| -1% | -$3.53K | 0.22% | 51 |
|
|
2020
Q1 | $247K | Buy |
5,587
+771
| +16% | +$34.1K | 0.23% | 42 |
|
|
2019
Q4 | $267K | Buy |
+4,816
| New | +$267K | 0.25% | 43 |
|