Kovack Advisors’s Coca-Cola KO Stock Holding History

Kovack Advisors’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.88M	Sell	26,547 -1,064	-4%	-$75.3K	0.18%	104
2025 Q1	$1.98M	Sell	27,611 -4,019	-13%	-$288K	0.21%	93
2024 Q4	$1.97M	Sell	31,630 -473	-1%	-$29.4K	0.19%	91
2024 Q3	$2.31M	Sell	32,103 -4,392	-12%	-$316K	0.24%	85
2024 Q2	$2.32M	Buy	36,495 +235	+0.6%	+$15K	0.26%	87
2024 Q1	$2.22M	Buy	36,260 +1,240	+4%	+$75.9K	0.27%	79
2023 Q4	$2.06M	Buy	35,020 +2,976	+9%	+$175K	0.25%	89
2023 Q3	$1.79M	Buy	32,044 +3,081	+11%	+$172K	0.25%	86
2023 Q2	$1.74M	Sell	28,963 -1,856	-6%	-$112K	0.22%	93
2023 Q1	$1.91M	Buy	30,819 +1,251	+4%	+$77.6K	0.26%	82
2022 Q4	$1.88M	Buy	29,568 +285	+1%	+$18.1K	0.27%	77
2022 Q3	$1.64M	Buy	29,283 +2,228	+8%	+$125K	0.24%	87
2022 Q2	$1.7M	Sell	27,055 -976	-3%	-$61.4K	0.22%	101
2022 Q1	$1.74M	Buy	28,031 +737	+3%	+$45.7K	0.18%	125
2021 Q4	$1.62M	Buy	27,294 +811	+3%	+$48K	0.16%	151
2021 Q3	$1.39M	Buy	26,483 +1,377	+5%	+$72.3K	0.15%	159
2021 Q2	$1.36M	Sell	25,106 -4,418	-15%	-$239K	0.15%	160
2021 Q1	$1.56M	Buy	29,524 +7,316	+33%	+$386K	0.2%	130
2020 Q4	$1.22M	Sell	22,208 -2,691	-11%	-$148K	0.18%	138
2020 Q3	$1.23M	Buy	24,899 +6,097	+32%	+$301K	0.22%	119
2020 Q2	$840K	Sell	18,802 -850	-4%	-$38K	0.16%	144
2020 Q1	$870K	Buy	19,652 +236	+1%	+$10.4K	0.2%	122
2019 Q4	$1.08M	Buy	19,416 +2,341	+14%	+$130K	0.19%	131
2019 Q3	$930K	Buy	17,075 +2,879	+20%	+$157K	0.19%	135
2019 Q2	$723K	Buy	14,196 +823	+6%	+$41.9K	0.17%	147
2019 Q1	$627K	Sell	13,373 -1,332	-9%	-$62.5K	0.16%	160
2018 Q4	$696K	Buy	14,705 +431	+3%	+$20.4K	0.2%	123
2018 Q3	$659K	Sell	14,274 -3,770	-21%	-$174K	0.17%	150
2018 Q2	$791K	Buy	18,044 +5,380	+42%	+$236K	0.22%	118
2018 Q1	$550K	Buy	12,664 +1,553	+14%	+$67.4K	0.14%	172
2017 Q4	$510K	Buy	11,111 +455	+4%	+$20.9K	0.13%	189
2017 Q3	$480K	Sell	10,656 -361	-3%	-$16.3K	0.16%	152
2017 Q2	$494K	Buy	11,017 +1,892	+21%	+$84.8K	0.16%	162
2017 Q1	$387K	Sell	9,125 -1,051	-10%	-$44.6K	0.15%	164
2016 Q4	$422K	Buy	10,176 +2,966	+41%	+$123K	0.2%	122
2016 Q3	$305K	Buy	7,210 +2,095	+41%	+$88.6K	0.15%	160
2016 Q2	$232K	Sell	5,115 -217	-4%	-$9.84K	0.12%	202
2016 Q1	$247K	Sell	5,332 -1,008	-16%	-$46.7K	0.15%	169
2015 Q4	$272K	Buy	6,340 +433	+7%	+$18.6K	0.18%	150
2015 Q3	$237K	Sell	5,907 -1,123	-16%	-$45.1K	0.17%	156
2015 Q2	$276K	Buy	+7,030	New	+$276K	0.2%	140
2015 Q1	–	Sell	-6,333	Closed	-$267K	–	181
2014 Q4	$267K	Buy	6,333 +85	+1%	+$3.58K	0.28%	96
2014 Q3	$267K	Sell	6,248 -472	-7%	-$20.2K	0.39%	62
2014 Q2	$285K	Buy	+6,720	New	+$285K	0.41%	55