KCM Investment 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 | $3.67M | Buy |
51,839
+964
| +2% | +$68.2K | 0.12% | 111 |
|
|
2025
Q1 | $3.64M | Sell |
50,875
-981
| -2% | -$70.3K | 0.13% | 110 |
|
|
2024
Q4 | $3.23M | Buy |
51,856
+858
| +2% | +$53.4K | 0.11% | 124 |
|
|
2024
Q3 | $3.66M | Sell |
50,998
-525
| -1% | -$37.7K | 0.12% | 118 |
|
|
2024
Q2 | $3.28M | Sell |
51,523
-543
| -1% | -$34.6K | 0.12% | 118 |
|
|
2024
Q1 | $3.19M | Buy |
52,066
+1,374
| +3% | +$84.1K | 0.12% | 123 |
|
|
2023
Q4 | $2.99M | Sell |
50,692
-619
| -1% | -$36.5K | 0.12% | 124 |
|
|
2023
Q3 | $2.87M | Sell |
51,311
-5,716
| -10% | -$320K | 0.12% | 123 |
|
|
2023
Q2 | $3.43M | Sell |
57,027
-13,075
| -19% | -$787K | 0.14% | 120 |
|
|
2023
Q1 | $4.35M | Buy |
70,102
+13,649
| +24% | +$847K | 0.18% | 112 |
|
|
2022
Q4 | $3.59M | Buy |
56,453
+121
| +0.2% | +$7.7K | 0.15% | 114 |
|
|
2022
Q3 | $3.16M | Buy |
56,332
+590
| +1% | +$33.1K | 0.15% | 118 |
|
|
2022
Q2 | $3.51M | Buy |
55,742
+412
| +0.7% | +$25.9K | 0.15% | 117 |
|
|
2022
Q1 | $3.43M | Buy |
55,330
+3,565
| +7% | +$221K | 0.13% | 128 |
|
|
2021
Q4 | $3.07M | Sell |
51,765
-2,057
| -4% | -$122K | 0.11% | 141 |
|
|
2021
Q3 | $2.82M | Buy |
53,822
+2,374
| +5% | +$125K | 0.11% | 136 |
|
|
2021
Q2 | $2.78M | Buy |
51,448
+5,777
| +13% | +$313K | 0.11% | 135 |
|
|
2021
Q1 | $2.41M | Buy |
45,671
+3,354
| +8% | +$177K | 0.11% | 139 |
|
|
2020
Q4 | $2.32M | Buy |
42,317
+1,890
| +5% | +$104K | 0.11% | 128 |
|
|
2020
Q3 | $2M | Sell |
40,427
-8,571
| -17% | -$423K | 0.11% | 126 |
|
|
2020
Q2 | $2.19M | Sell |
48,998
-5,125
| -9% | -$229K | 0.12% | 126 |
|
|
2020
Q1 | $2.4M | Buy |
54,123
+9,225
| +21% | +$408K | 0.16% | 104 |
|
|
2019
Q4 | $2.49M | Buy |
44,898
+1,384
| +3% | +$76.6K | 0.14% | 122 |
|
|
2019
Q3 | $2.37M | Sell |
43,514
-1,461
| -3% | -$79.5K | 0.14% | 121 |
|
|
2019
Q2 | $2.29M | Buy |
44,975
+2,414
| +6% | +$123K | 0.14% | 126 |
|
|
2019
Q1 | $1.99M | Buy |
42,561
+2,014
| +5% | +$94.4K | 0.13% | 131 |
|
|
2018
Q4 | $1.92M | Buy |
40,547
+2,197
| +6% | +$104K | 0.13% | 148 |
|
|
2018
Q3 | $1.77M | Buy |
38,350
+245
| +0.6% | +$11.3K | 0.1% | 171 |
|
|
2018
Q2 | $1.67M | Sell |
38,105
-70,391
| -65% | -$3.09M | 0.1% | 172 |
|
|
2018
Q1 | $4.71M | Sell |
108,496
-6,606
| -6% | -$287K | 0.29% | 87 |
|
|
2017
Q4 | $5.28M | Sell |
115,102
-5,934
| -5% | -$272K | 0.31% | 88 |
|
|
2017
Q3 | $5.45M | Sell |
121,036
-1,929
| -2% | -$86.8K | 0.33% | 78 |
|
|
2017
Q2 | $5.52M | Buy |
122,965
+1,685
| +1% | +$75.6K | 0.35% | 76 |
|
|
2017
Q1 | $5.15M | Sell |
121,280
-4,850
| -4% | -$206K | 0.33% | 82 |
|
|
2016
Q4 | $5.23M | Buy |
126,130
+1,218
| +1% | +$50.5K | 0.35% | 77 |
|
|
2016
Q3 | $5.29M | Buy |
124,912
+946
| +0.8% | +$40K | 0.36% | 81 |
|
|
2016
Q2 | $5.62M | Buy |
123,966
+1,294
| +1% | +$58.7K | 0.39% | 72 |
|
|
2016
Q1 | $5.69M | Buy |
122,672
+4,715
| +4% | +$219K | 0.42% | 68 |
|
|
2015
Q4 | $5.07M | Sell |
117,957
-2,601
| -2% | -$112K | 0.4% | 75 |
|
|
2015
Q3 | $4.84M | Buy |
120,558
+5,326
| +5% | +$214K | 0.4% | 75 |
|
|
2015
Q2 | $4.52M | Sell |
115,232
-4,475
| -4% | -$176K | 0.36% | 85 |
|
|
2015
Q1 | $4.85M | Sell |
119,707
-220
| -0.2% | -$8.92K | 0.39% | 77 |
|
|
2014
Q4 | $5.06M | Buy |
119,927
+6,374
| +6% | +$269K | 0.43% | 67 |
|
|
2014
Q3 | $4.84M | Buy |
113,553
+5,782
| +5% | +$247K | 0.44% | 62 |
|
|
2014
Q2 | $4.57M | Buy |
107,771
+6,534
| +6% | +$277K | 0.43% | 65 |
|
|
2014
Q1 | $3.91M | Sell |
101,237
-3,076
| -3% | -$119K | 0.4% | 73 |
|
|
2013
Q4 | $4.31M | Sell |
104,313
-1,295
| -1% | -$53.5K | 0.47% | 60 |
|
|
2013
Q3 | $4M | Sell |
105,608
-10,747
| -9% | -$407K | 0.48% | 55 |
|
|
2013
Q2 | $4.67M | Buy |
+116,355
| New | +$4.67M | 0.56% | 43 |
|