McAdam LLC’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 | $1.06M | Buy |
14,917
+843
| +6% | +$59.6K | 0.06% | 133 |
|
|
2025
Q1 | $1.01M | Sell |
14,074
-626
| -4% | -$44.8K | 0.06% | 128 |
|
|
2024
Q4 | $915K | Buy |
14,700
+2,230
| +18% | +$139K | 0.05% | 142 |
|
|
2024
Q3 | $896K | Buy |
12,470
+919
| +8% | +$66K | 0.05% | 143 |
|
|
2024
Q2 | $735K | Buy |
11,551
+717
| +7% | +$45.6K | 0.04% | 146 |
|
|
2024
Q1 | $663K | Buy |
10,834
+417
| +4% | +$25.5K | 0.04% | 147 |
|
|
2023
Q4 | $614K | Buy |
10,417
+209
| +2% | +$12.3K | 0.04% | 141 |
|
|
2023
Q3 | $571K | Buy |
10,208
+3,004
| +42% | +$168K | 0.05% | 146 |
|
|
2023
Q2 | $434K | Buy |
7,204
+462
| +7% | +$27.8K | 0.04% | 167 |
|
|
2023
Q1 | $418K | Buy |
6,742
+374
| +6% | +$23.2K | 0.04% | 162 |
|
|
2022
Q4 | $377K | Buy |
6,368
+115
| +2% | +$6.81K | 0.04% | 125 |
|
|
2022
Q3 | $350K | Buy |
6,253
+358
| +6% | +$20K | 0.04% | 153 |
|
|
2022
Q2 | $371K | Sell |
5,895
-873
| -13% | -$54.9K | 0.04% | 155 |
|
|
2022
Q1 | $420K | Buy |
6,768
+400
| +6% | +$24.8K | 0.04% | 125 |
|
|
2021
Q4 | $377K | Buy |
6,368
+102
| +2% | +$6.04K | 0.04% | 125 |
|
|
2021
Q3 | $329K | Buy |
6,266
+64
| +1% | +$3.36K | 0.04% | 125 |
|
|
2021
Q2 | $354K | Buy |
6,202
+570
| +10% | +$32.5K | 0.04% | 124 |
|
|
2021
Q1 | $297K | Buy |
5,632
+155
| +3% | +$8.17K | 0.04% | 122 |
|
|
2020
Q4 | $275K | Buy |
5,477
+905
| +20% | +$45.4K | 0.04% | 129 |
|
|
2020
Q3 | $226K | Buy |
+4,572
| New | +$226K | 0.04% | 128 |
|
|
2018
Q4 | – | Sell |
-734
| Closed | -$34K | – | 363 |
|
|
2018
Q3 | $34K | Buy |
734
+315
| +75% | +$14.6K | 0.01% | 198 |
|
|
2018
Q2 | $18K | Hold |
419
| – | – | 0.01% | 256 |
|
|
2018
Q1 | $18K | Buy |
+419
| New | +$18K | 0.01% | 255 |
|