MBA Advisors’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 | $825K | Sell |
11,664
-779
| -6% | -$55.1K | 0.38% | 60 |
|
|
2025
Q1 | $891K | Buy |
12,443
+143
| +1% | +$10.2K | 0.44% | 58 |
|
|
2024
Q4 | $766K | Buy |
12,300
+845
| +7% | +$52.6K | 0.38% | 58 |
|
|
2024
Q3 | $823K | Sell |
11,455
-606
| -5% | -$43.5K | 0.4% | 59 |
|
|
2024
Q2 | $768K | Buy |
12,061
+295
| +3% | +$18.8K | 0.39% | 59 |
|
|
2024
Q1 | $720K | Sell |
11,766
-760
| -6% | -$46.5K | 0.37% | 59 |
|
|
2023
Q4 | $738K | Buy |
12,526
+159
| +1% | +$9.37K | 0.41% | 58 |
|
|
2023
Q3 | $692K | Sell |
12,367
-497
| -4% | -$27.8K | 0.42% | 56 |
|
|
2023
Q2 | $775K | Sell |
12,864
-67
| -0.5% | -$4.04K | 0.46% | 52 |
|
|
2023
Q1 | $802K | Buy |
12,931
+1,241
| +11% | +$77K | 0.5% | 54 |
|
|
2022
Q4 | $744K | Buy |
11,690
+69
| +0.6% | +$4.39K | 0.49% | 54 |
|
|
2022
Q3 | $651K | Sell |
11,621
-298
| -3% | -$16.7K | 0.47% | 58 |
|
|
2022
Q2 | $750K | Sell |
11,919
-42
| -0.4% | -$2.64K | 0.52% | 53 |
|
|
2022
Q1 | $742K | Sell |
11,961
-1,387
| -10% | -$86K | 0.46% | 61 |
|
|
2021
Q4 | $790K | Buy |
13,348
+69
| +0.5% | +$4.08K | 0.49% | 57 |
|
|
2021
Q3 | $697K | Buy |
13,279
+293
| +2% | +$15.4K | 0.51% | 52 |
|
|
2021
Q2 | $703 | Sell |
12,986
-268
| -2% | -$15 | 0.33% | 55 |
|
|
2021
Q1 | $699 | Buy |
+13,254
| New | +$699 | 0.38% | 54 |
|