J.W. Coons Advisors’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 | $842K | Sell |
11,908
-100
| -0.8% | -$7.08K | 0.19% | 113 |
|
|
2025
Q1 | $860K | Buy |
12,008
+970
| +9% | +$69.5K | 0.23% | 101 |
|
|
2024
Q4 | $687K | Sell |
11,038
-160
| -1% | -$9.96K | 0.18% | 118 |
|
|
2024
Q3 | $805K | Hold |
11,198
| – | – | 0.2% | 110 |
|
|
2024
Q2 | $713K | Hold |
11,198
| – | – | 0.17% | 112 |
|
|
2024
Q1 | $685K | Buy |
11,198
+300
| +3% | +$18.4K | 0.15% | 121 |
|
|
2023
Q4 | $642K | Hold |
10,898
| – | – | 0.17% | 124 |
|
|
2023
Q3 | $610K | Sell |
10,898
-600
| -5% | -$33.6K | 0.18% | 122 |
|
|
2023
Q2 | $692K | Buy |
11,498
+30
| +0.3% | +$1.81K | 0.19% | 117 |
|
|
2023
Q1 | $711K | Sell |
11,468
-200
| -2% | -$12.4K | 0.2% | 115 |
|
|
2022
Q4 | $742K | Buy |
11,668
+390
| +3% | +$24.8K | 0.22% | 107 |
|
|
2022
Q3 | $632K | Buy |
11,278
+600
| +6% | +$33.6K | 0.24% | 111 |
|
|
2022
Q2 | $671K | Sell |
10,678
-100
| -0.9% | -$6.28K | 0.24% | 112 |
|
|
2022
Q1 | $668K | Buy |
10,778
+2,874
| +36% | +$178K | 0.2% | 125 |
|
|
2021
Q4 | $468K | Hold |
7,904
| – | – | 0.14% | 154 |
|
|
2021
Q3 | $414K | Sell |
7,904
-2,019
| -20% | -$106K | 0.14% | 156 |
|
|
2021
Q2 | $536K | Hold |
9,923
| – | – | 0.19% | 132 |
|
|
2021
Q1 | $525K | Sell |
9,923
-275
| -3% | -$14.6K | 0.19% | 134 |
|
|
2020
Q4 | $559K | Sell |
10,198
-205
| -2% | -$11.2K | 0.21% | 116 |
|
|
2020
Q3 | $514K | Sell |
10,403
-241
| -2% | -$11.9K | 0.21% | 118 |
|
|
2020
Q2 | $477K | Buy |
10,644
+2
| +0% | +$90 | 0.21% | 119 |
|
|
2020
Q1 | $471K | Buy |
+10,642
| New | +$471K | 0.25% | 105 |
|