Investors Research Corp’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 | $715K | Sell |
10,112
-307
| -3% | -$21.7K | 0.14% | 155 |
|
|
2025
Q1 | $746K | Buy |
10,419
+1,846
| +22% | +$132K | 0.16% | 137 |
|
|
2024
Q4 | $534K | Hold |
8,573
| – | – | 0.12% | 187 |
|
|
2024
Q3 | $616K | Sell |
8,573
-350
| -4% | -$25.2K | 0.13% | 181 |
|
|
2024
Q2 | $568K | Hold |
8,923
| – | – | 0.13% | 185 |
|
|
2024
Q1 | $546K | Hold |
8,923
| – | – | 0.13% | 194 |
|
|
2023
Q4 | $526K | Hold |
8,923
| – | – | 0.13% | 207 |
|
|
2023
Q3 | $500K | Buy |
8,923
+50
| +0.6% | +$2.8K | 0.13% | 204 |
|
|
2023
Q2 | $534K | Buy |
8,873
+2,549
| +40% | +$154K | 0.13% | 200 |
|
|
2023
Q1 | $392K | Hold |
6,324
| – | – | 0.1% | 241 |
|
|
2022
Q4 | $402K | Hold |
6,324
| – | – | 0.11% | 235 |
|
|
2022
Q3 | $354K | Buy |
6,324
+114
| +2% | +$6.38K | 0.11% | 231 |
|
|
2022
Q2 | $391K | Buy |
6,210
+61
| +1% | +$3.84K | 0.12% | 225 |
|
|
2022
Q1 | $381K | Hold |
6,149
| – | – | 0.11% | 227 |
|
|
2021
Q4 | $364K | Hold |
6,149
| – | – | 0.11% | 221 |
|
|
2021
Q3 | $323K | Buy |
6,149
+200
| +3% | +$10.5K | 0.11% | 229 |
|
|
2021
Q2 | $322K | Hold |
5,949
| – | – | 0.11% | 234 |
|
|
2021
Q1 | $314K | Hold |
5,949
| – | – | 0.12% | 239 |
|
|
2020
Q4 | $326K | Hold |
5,949
| – | – | 0.13% | 233 |
|
|
2020
Q3 | $294K | Buy |
5,949
+425
| +8% | +$21K | 0.14% | 216 |
|
|
2020
Q2 | $247K | Hold |
5,524
| – | – | 0.12% | 226 |
|
|
2020
Q1 | $244K | Hold |
5,524
| – | – | 0.15% | 219 |
|
|
2019
Q4 | $306K | Hold |
5,524
| – | – | 0.14% | 226 |
|
|
2019
Q3 | $301K | Buy |
5,524
+200
| +4% | +$10.9K | 0.15% | 199 |
|
|
2019
Q2 | $271K | Sell |
5,324
-3
| -0.1% | -$153 | 0.14% | 206 |
|
|
2019
Q1 | $250K | Hold |
5,327
| – | – | 0.13% | 220 |
|
|
2018
Q4 | $252K | Hold |
5,327
| – | – | 0.18% | 204 |
|
|
2018
Q3 | $246K | Buy |
5,327
+262
| +5% | +$12.1K | 0.14% | 247 |
|
|
2018
Q2 | $222K | Buy |
+5,065
| New | +$222K | 0.13% | 261 |
|