Keystone Financial Planning’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 | $2.56M | Sell |
36,196
-881
| -2% | -$62.3K | 0.77% | 21 |
|
|
2025
Q1 | $2.66M | Hold |
37,077
| – | – | 0.79% | 25 |
|
|
2024
Q4 | $2.31M | Sell |
37,077
-240
| -0.6% | -$14.9K | 0.72% | 27 |
|
|
2024
Q3 | $2.68M | Sell |
37,317
-130
| -0.3% | -$9.34K | 0.81% | 24 |
|
|
2024
Q2 | $2.38M | Sell |
37,447
-482
| -1% | -$30.7K | 0.79% | 26 |
|
|
2024
Q1 | $2.32M | Sell |
37,929
-84
| -0.2% | -$5.14K | 0.75% | 29 |
|
|
2023
Q4 | $2.24M | Buy |
38,013
+369
| +1% | +$21.7K | 0.74% | 29 |
|
|
2023
Q3 | $2.11M | Sell |
37,644
-116
| -0.3% | -$6.49K | 0.74% | 28 |
|
|
2023
Q2 | $2.27M | Buy |
37,760
+172
| +0.5% | +$10.4K | 0.76% | 28 |
|
|
2023
Q1 | $2.33M | Sell |
37,588
-320
| -0.8% | -$19.9K | 0.79% | 29 |
|
|
2022
Q4 | $2.41M | Hold |
37,908
| – | – | 0.81% | 31 |
|
|
2022
Q3 | $2.12M | Sell |
37,908
-142
| -0.4% | -$7.96K | 0.82% | 31 |
|
|
2022
Q2 | $2.39M | Sell |
38,050
-4,448
| -10% | -$280K | 0.84% | 32 |
|
|
2022
Q1 | $2.64M | Sell |
42,498
-2,498
| -6% | -$155K | 0.88% | 32 |
|
|
2021
Q4 | $2.66M | Sell |
44,996
-3,226
| -7% | -$191K | 0.91% | 32 |
|
|
2021
Q3 | $2.53M | Buy |
48,222
+2,501
| +5% | +$131K | 0.92% | 28 |
|
|
2021
Q2 | $2.47M | Sell |
45,721
-626
| -1% | -$33.9K | 0.9% | 25 |
|
|
2021
Q1 | $2.44M | Sell |
46,347
-220
| -0.5% | -$11.6K | 0.91% | 25 |
|
|
2020
Q4 | $2.55M | Buy |
46,567
+475
| +1% | +$26.1K | 1.06% | 24 |
|
|
2020
Q3 | $2.28M | Buy |
46,092
+197
| +0.4% | +$9.73K | 1.1% | 26 |
|
|
2020
Q2 | $2.05M | Sell |
45,895
-2,084
| -4% | -$93.1K | 1.01% | 30 |
|
|
2020
Q1 | $2.12M | Sell |
47,979
-105,013
| -69% | -$4.65M | 1.22% | 27 |
|
|
2019
Q4 | $8.47M | Sell |
152,992
-304
| -0.2% | -$16.8K | 3.78% | 4 |
|
|
2019
Q3 | $8.35M | Sell |
153,296
-3,856
| -2% | -$210K | 3.98% | 4 |
|
|
2019
Q2 | $8M | Sell |
157,152
-329
| -0.2% | -$16.8K | 3.92% | 5 |
|
|
2019
Q1 | $7.38M | Buy |
157,481
+3,444
| +2% | +$161K | 3.64% | 8 |
|
|
2018
Q4 | $7.29M | Buy |
154,037
+1,989
| +1% | +$94.2K | 4.08% | 5 |
|
|
2018
Q3 | $7.02M | Buy |
152,048
+2,159
| +1% | +$99.7K | 3.59% | 8 |
|
|
2018
Q2 | $6.57M | Buy |
149,889
+2,431
| +2% | +$107K | 3.62% | 8 |
|
|
2018
Q1 | $6.4M | Buy |
147,458
+10,455
| +8% | +$454K | 3.57% | 8 |
|
|
2017
Q4 | $6.29M | Buy |
137,003
+8,732
| +7% | +$401K | 3.35% | 16 |
|
|
2017
Q3 | $5.77M | Buy |
128,271
+1,971
| +2% | +$88.7K | 3.27% | 12 |
|
|
2017
Q2 | $5.67M | Buy |
126,300
+5,867
| +5% | +$263K | 3.43% | 10 |
|
|
2017
Q1 | $5.11M | Buy |
120,433
+2,465
| +2% | +$105K | 3.18% | 15 |
|
|
2016
Q4 | $4.89M | Buy |
117,968
+3,013
| +3% | +$125K | 3.2% | 12 |
|
|
2016
Q3 | $4.87M | Buy |
114,955
+4,397
| +4% | +$186K | 3.2% | 17 |
|
|
2016
Q2 | $5.01M | Buy |
110,558
+2,532
| +2% | +$115K | 3.39% | 14 |
|
|
2016
Q1 | $5.01M | Sell |
108,026
-8,393
| -7% | -$389K | 3.59% | 9 |
|
|
2015
Q4 | $5M | Sell |
116,419
-65
| -0.1% | -$2.79K | 3.79% | 9 |
|
|
2015
Q3 | $4.67M | Buy |
116,484
+884
| +0.8% | +$35.5K | 3.78% | 5 |
|
|
2015
Q2 | $4.54M | Buy |
115,600
+371
| +0.3% | +$14.6K | 3.47% | 12 |
|
|
2015
Q1 | $4.67M | Buy |
115,229
+1,190
| +1% | +$48.3K | 3.55% | 12 |
|
|
2014
Q4 | $4.82M | Sell |
114,039
-257
| -0.2% | -$10.9K | 3.55% | 11 |
|
|
2014
Q3 | $4.88M | Buy |
114,296
+992
| +0.9% | +$42.3K | 3.68% | 8 |
|
|
2014
Q2 | $4.8M | Buy |
113,304
+1,792
| +2% | +$75.9K | 3.62% | 10 |
|
|
2014
Q1 | $4.31M | Buy |
111,512
+18,433
| +20% | +$713K | 3.34% | 13 |
|
|
2013
Q4 | $3.85M | Buy |
+93,079
| New | +$3.85M | 3.08% | 17 |
|