Kings Point Capital Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $4.19M | Buy |
67,583
+192
| +0.3% | +$11.9K | 0.36% | 67 |
|
|
2021
Q4 | $3.99M | Buy |
67,391
+470
| +0.7% | +$27.8K | 0.33% | 68 |
|
|
2021
Q3 | $3.51M | Sell |
66,921
-65
| -0.1% | -$3.41K | 0.31% | 72 |
|
|
2021
Q2 | $3.63M | Buy |
66,986
+2,057
| +3% | +$111K | 0.33% | 72 |
|
|
2021
Q1 | $3.42M | Sell |
64,929
-1,278
| -2% | -$67.4K | 0.34% | 72 |
|
|
2020
Q4 | $3.63M | Sell |
66,207
-412
| -0.6% | -$22.6K | 0.39% | 68 |
|
|
2020
Q3 | $3.29M | Buy |
66,619
+1,105
| +2% | +$54.6K | 0.41% | 65 |
|
|
2020
Q2 | $2.93M | Buy |
65,514
+6
| +0% | +$268 | 0.42% | 64 |
|
|
2020
Q1 | $2.9M | Buy |
65,508
+325
| +0.5% | +$14.4K | 0.51% | 58 |
|
|
2019
Q4 | $3.61M | Sell |
65,183
-3,617
| -5% | -$200K | 0.53% | 62 |
|
|
2019
Q3 | $3.75M | Sell |
68,800
-736
| -1% | -$40.1K | 0.63% | 55 |
|
|
2019
Q2 | $3.54M | Buy |
69,536
+2,740
| +4% | +$140K | 0.65% | 56 |
|
|
2019
Q1 | $3.13M | Buy |
66,796
+2,120
| +3% | +$99.3K | 0.62% | 55 |
|
|
2018
Q4 | $3.06M | Hold |
64,676
| – | – | 0.68% | 54 |
|
|
2018
Q3 | $2.99M | Hold |
64,676
| – | – | 0.56% | 63 |
|
|
2018
Q2 | $2.84M | Sell |
64,676
-1,200
| -2% | -$52.6K | 0.56% | 62 |
|
|
2018
Q1 | $2.86M | Sell |
65,876
-420
| -0.6% | -$18.2K | 0.58% | 59 |
|
|
2017
Q4 | $3.04M | Sell |
66,296
-1,802
| -3% | -$82.7K | 0.64% | 59 |
|
|
2017
Q3 | $3.07M | Buy |
68,098
+1,181
| +2% | +$53.2K | 0.68% | 56 |
|
|
2017
Q2 | $3M | Sell |
66,917
-627
| -0.9% | -$28.1K | 0.7% | 54 |
|
|
2017
Q1 | $2.87M | Hold |
67,544
| – | – | 0.67% | 54 |
|
|
2016
Q4 | $2.8M | Sell |
67,544
-240
| -0.4% | -$9.95K | 0.69% | 56 |
|
|
2016
Q3 | $2.87M | Hold |
67,784
| – | – | 0.76% | 49 |
|
|
2016
Q2 | $3.07M | Buy |
67,784
+1
| +0% | +$45 | 0.79% | 47 |
|
|
2016
Q1 | $3.14M | Sell |
67,783
-646
| -0.9% | -$30K | 0.8% | 42 |
|
|
2015
Q4 | $2.94M | Buy |
68,429
+870
| +1% | +$37.4K | 0.73% | 44 |
|
|
2015
Q3 | $2.71M | Buy |
67,559
+1,200
| +2% | +$48.1K | 0.71% | 42 |
|
|
2015
Q2 | $2.6M | Buy |
66,359
+11
| +0% | +$431 | 0.63% | 49 |
|
|
2015
Q1 | $2.69M | Sell |
66,348
-398
| -0.6% | -$16.1K | 0.68% | 47 |
|
|
2014
Q4 | $2.82M | Buy |
66,746
+167
| +0.3% | +$7.05K | 0.76% | 45 |
|
|
2014
Q3 | $2.84M | Buy |
66,579
+637
| +1% | +$27.2K | 0.86% | 40 |
|
|
2014
Q2 | $2.79M | Sell |
65,942
-566
| -0.9% | -$24K | 0.84% | 40 |
|
|
2014
Q1 | $2.57M | Buy |
66,508
+350
| +0.5% | +$13.5K | 0.84% | 43 |
|
|
2013
Q4 | $2.73M | Sell |
66,158
-600
| -0.9% | -$24.8K | 0.96% | 38 |
|
|
2013
Q3 | $2.53M | Buy |
66,758
+9
| +0% | +$341 | 0.97% | 42 |
|
|
2013
Q2 | $2.68M | Buy |
+66,749
| New | +$2.68M | 1.09% | 37 |
|