Kestra Advisory Services’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 | $35.7M | Sell |
505,129
-84
| -0% | -$5.94K | 0.17% | 106 |
|
|
2025
Q1 | $36.2M | Sell |
505,213
-22,084
| -4% | -$1.58M | 0.18% | 91 |
|
|
2024
Q4 | $32.8M | Sell |
527,297
-263,763
| -33% | -$16.4M | 0.18% | 108 |
|
|
2024
Q3 | $56.8M | Sell |
791,060
-53,780
| -6% | -$3.86M | 0.31% | 53 |
|
|
2024
Q2 | $53.8M | Buy |
844,840
+338,453
| +67% | +$21.5M | 0.3% | 54 |
|
|
2024
Q1 | $31M | Buy |
506,387
+54,507
| +12% | +$3.34M | 0.21% | 95 |
|
|
2023
Q4 | $26.6M | Buy |
451,880
+15,570
| +4% | +$918K | 0.22% | 92 |
|
|
2023
Q3 | $24.4M | Buy |
436,310
+931
| +0.2% | +$52.1K | 0.24% | 86 |
|
|
2023
Q2 | $26.2M | Buy |
435,379
+51,167
| +13% | +$3.08M | 0.26% | 76 |
|
|
2023
Q1 | $23.8M | Sell |
384,212
-104,469
| -21% | -$6.48M | 0.26% | 79 |
|
|
2022
Q4 | $31.1M | Buy |
488,681
+54,668
| +13% | +$3.48M | 0.28% | 75 |
|
|
2022
Q3 | $24.3M | Buy |
434,013
+41,009
| +10% | +$2.3M | 0.26% | 86 |
|
|
2022
Q2 | $24.7M | Buy |
393,004
+70,598
| +22% | +$4.44M | 0.25% | 83 |
|
|
2022
Q1 | $20M | Sell |
322,406
-12,993
| -4% | -$806K | 0.21% | 104 |
|
|
2021
Q4 | $19.9M | Sell |
335,399
-159,478
| -32% | -$9.44M | 0.2% | 111 |
|
|
2021
Q3 | $26M | Buy |
494,877
+154,198
| +45% | +$8.09M | 0.26% | 86 |
|
|
2021
Q2 | $18.4M | Buy |
340,679
+326
| +0.1% | +$17.6K | 0.21% | 116 |
|
|
2021
Q1 | $17.9M | Sell |
340,353
-123,913
| -27% | -$6.53M | 0.23% | 102 |
|
|
2020
Q4 | $25.3M | Buy |
464,266
+241,921
| +109% | +$13.2M | 0.29% | 69 |
|
|
2020
Q3 | $10.9M | Buy |
+222,345
| New | +$10.9M | 0.2% | 130 |
|