JNBA Financial Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $843K | Sell |
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|
2025
Q1 | $907K | Sell |
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|
2024
Q4 | $832K | Sell |
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|
2024
Q3 | $969K | Sell |
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|
2024
Q2 | $913K | Sell |
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|
2024
Q1 | $903K | Sell |
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|
2023
Q4 | $886K | Sell |
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|
2023
Q3 | $861K | Sell |
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|
2023
Q2 | $954K | Sell |
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|
2023
Q1 | $1.03M | Sell |
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|
2022
Q4 | $1.07M | Sell |
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|
2022
Q3 | $969K | Sell |
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|
2022
Q2 | $1.13M | Sell |
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|
2022
Q1 | $1.16M | Buy |
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|
2021
Q4 | $1.09M | Buy |
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|
2021
Q3 | $959K | Hold |
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|
2021
Q2 | $989K | Buy |
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|
2021
Q1 | $933K | Sell |
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|
2020
Q4 | $984K | Buy |
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|
2020
Q3 | $877K | Sell |
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|
2020
Q2 | $805K | Sell |
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|
2020
Q1 | $807K | Buy |
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|
2019
Q4 | $945K | Buy |
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|
2019
Q3 | $920K | Sell |
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|
2019
Q2 | $887K | Buy |
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|
2019
Q1 | $800K | Sell |
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|
2018
Q4 | $839K | Buy |
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|
2018
Q3 | $284K | Sell |
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|
2018
Q2 | $796K | Sell |
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|
2018
Q1 | $806K | Sell |
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|
2017
Q4 | $863K | Sell |
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|
2017
Q3 | $854K | Hold |
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|
2017
Q2 | $851K | Sell |
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|
2017
Q1 | $814K | Sell |
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|
2016
Q4 | $798K | Sell |
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|
2016
Q3 | $33.5M | Buy |
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|
2016
Q2 | $882K | Sell |
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|
2016
Q1 | $936K | Sell |
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|
2015
Q4 | $905K | Sell |
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|
2015
Q3 | $869K | Sell |
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|
2015
Q2 | $893K | Sell |
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|
2015
Q1 | $952K | Sell |
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|
2014
Q4 | $1M | Sell |
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|
2014
Q3 | $1.06M | Buy |
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|
2014
Q2 | $990K | Sell |
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|
2014
Q1 | $922K | Buy |
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|
2013
Q4 | $948K | Buy |
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|
2013
Q3 | $854K | Buy |
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|
2013
Q2 | $805K | Buy |
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