Krilogy Financial’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 | $720K | Sell |
10,170
-1,378
| -12% | -$97.5K | 0.04% | 200 |
|
|
2025
Q1 | $827K | Buy |
11,548
+584
| +5% | +$41.8K | 0.05% | 178 |
|
|
2024
Q4 | $683K | Buy |
10,964
+690
| +7% | +$43K | 0.05% | 186 |
|
|
2024
Q3 | $738K | Buy |
+10,274
| New | +$738K | 0.05% | 180 |
|
|
2023
Q2 | – | Sell |
-4,764
| Closed | -$296K | – | 305 |
|
|
2023
Q1 | $296K | Sell |
4,764
-525
| -10% | -$32.6K | 0.02% | 335 |
|
|
2022
Q4 | $336K | Buy |
5,289
+347
| +7% | +$22.1K | 0.03% | 305 |
|
|
2022
Q3 | $277K | Buy |
4,942
+666
| +16% | +$37.3K | 0.03% | 263 |
|
|
2022
Q2 | $269K | Sell |
4,276
-328
| -7% | -$20.6K | 0.03% | 265 |
|
|
2022
Q1 | $285K | Sell |
4,604
-21,064
| -82% | -$1.3M | 0.03% | 255 |
|
|
2021
Q4 | $1.52M | Buy |
25,668
+75
| +0.3% | +$4.44K | 0.15% | 93 |
|
|
2021
Q3 | $1.34M | Buy |
25,593
+265
| +1% | +$13.9K | 0.13% | 109 |
|
|
2021
Q2 | $1.37M | Sell |
25,328
-664
| -3% | -$35.9K | 0.14% | 105 |
|
|
2021
Q1 | $1.37M | Sell |
25,992
-1,640
| -6% | -$86.4K | 0.14% | 93 |
|
|
2020
Q4 | $1.52M | Buy |
27,632
+723
| +3% | +$39.6K | 0.18% | 79 |
|
|
2020
Q3 | $1.33M | Buy |
26,909
+1,545
| +6% | +$76.3K | 0.18% | 77 |
|
|
2020
Q2 | $1.13M | Buy |
+25,364
| New | +$1.13M | 0.17% | 85 |
|
|
2018
Q4 | – | Sell |
-1,633
| Closed | -$75K | – | 430 |
|
|
2018
Q3 | $75K | Sell |
1,633
-6,953
| -81% | -$319K | 0.02% | 260 |
|
|
2018
Q2 | $377K | Sell |
8,586
-29
| -0.3% | -$1.27K | 0.1% | 93 |
|
|
2018
Q1 | $374K | Sell |
8,615
-342
| -4% | -$14.8K | 0.09% | 102 |
|
|
2017
Q4 | $411K | Sell |
8,957
-1,037
| -10% | -$47.6K | 0.1% | 95 |
|
|
2017
Q3 | $450K | Sell |
9,994
-34
| -0.3% | -$1.53K | 0.11% | 84 |
|
|
2017
Q2 | $450K | Sell |
10,028
-1,398
| -12% | -$62.7K | 0.13% | 73 |
|
|
2017
Q1 | $474K | Hold |
11,426
| – | – | 0.15% | 70 |
|
|
2016
Q4 | $474K | Buy |
11,426
+23
| +0.2% | +$954 | 0.15% | 70 |
|
|
2016
Q3 | $483K | Buy |
11,403
+52
| +0.5% | +$2.2K | 0.15% | 65 |
|
|
2016
Q2 | $515K | Buy |
11,351
+1,312
| +13% | +$59.5K | 0.18% | 67 |
|
|
2016
Q1 | $466K | Buy |
10,039
+1,397
| +16% | +$64.8K | 0.19% | 56 |
|
|
2015
Q4 | $371K | Buy |
8,642
+50
| +0.6% | +$2.15K | 0.34% | 37 |
|
|
2015
Q3 | $345K | Buy |
+8,592
| New | +$345K | 0.16% | 64 |
|