MCF 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 | $1.08M | Sell |
15,170
-161
| -1% | -$11.5K | 0.07% | 90 |
|
|
2025
Q1 | $1.1M | Sell |
15,331
-853
| -5% | -$61.5K | 0.08% | 83 |
|
|
2024
Q4 | $1.01M | Buy |
16,184
+262
| +2% | +$16.3K | 0.07% | 90 |
|
|
2024
Q3 | $1.15M | Buy |
15,922
+510
| +3% | +$36.8K | 0.08% | 80 |
|
|
2024
Q2 | $987K | Buy |
15,412
+509
| +3% | +$32.6K | 0.07% | 87 |
|
|
2024
Q1 | $917K | Buy |
14,903
+1,032
| +7% | +$63.5K | 0.07% | 95 |
|
|
2023
Q4 | $817K | Buy |
13,871
+2,871
| +26% | +$169K | 0.07% | 98 |
|
|
2023
Q3 | $620K | Sell |
11,000
-536
| -5% | -$30.2K | 0.06% | 109 |
|
|
2023
Q2 | $698K | Sell |
11,536
-117
| -1% | -$7.08K | 0.06% | 98 |
|
|
2023
Q1 | $726K | Buy |
11,653
+2,335
| +25% | +$145K | 0.07% | 89 |
|
|
2022
Q4 | $593K | Buy |
9,318
+62
| +0.7% | +$3.94K | 0.06% | 100 |
|
|
2022
Q3 | $520K | Buy |
9,256
+381
| +4% | +$21.4K | 0.06% | 104 |
|
|
2022
Q2 | $560K | Buy |
8,875
+594
| +7% | +$37.5K | 0.06% | 89 |
|
|
2022
Q1 | $513K | Buy |
+8,281
| New | +$513K | 0.05% | 107 |
|
|
2021
Q4 | – | Sell |
-8,064
| Closed | -$423K | – | 394 |
|
|
2021
Q3 | $423K | Buy |
8,064
+1,545
| +24% | +$81K | 0.04% | 117 |
|
|
2021
Q2 | $353K | Buy |
6,519
+2,740
| +73% | +$148K | 0.04% | 126 |
|
|
2021
Q1 | $199K | Buy |
3,779
+2,459
| +186% | +$129K | 0.02% | 168 |
|
|
2020
Q4 | $72K | Sell |
1,320
-541
| -29% | -$29.5K | 0.01% | 215 |
|
|
2020
Q3 | $92K | Buy |
1,861
+304
| +20% | +$15K | 0.01% | 194 |
|
|
2020
Q2 | $70K | Buy |
1,557
+34
| +2% | +$1.53K | 0.01% | 206 |
|
|
2020
Q1 | $67K | Hold |
1,523
| – | – | 0.01% | 208 |
|
|
2019
Q4 | $84K | Hold |
1,523
| – | – | 0.01% | 206 |
|
|
2019
Q3 | $83K | Sell |
1,523
-80
| -5% | -$4.36K | 0.01% | 201 |
|
|
2019
Q2 | $82K | Sell |
1,603
-75
| -4% | -$3.84K | 0.01% | 200 |
|
|
2019
Q1 | $79K | Hold |
1,678
| – | – | 0.01% | 195 |
|
|
2018
Q4 | $79K | Hold |
1,678
| – | – | 0.02% | 189 |
|
|
2018
Q3 | $78K | Sell |
1,678
-130
| -7% | -$6.04K | 0.01% | 184 |
|
|
2018
Q2 | $79K | Hold |
1,808
| – | – | 0.02% | 177 |
|
|
2018
Q1 | $79K | Sell |
1,808
-15
| -0.8% | -$655 | 0.02% | 178 |
|
|
2017
Q4 | $84K | Hold |
1,823
| – | – | 0.02% | 182 |
|
|
2017
Q3 | $82K | Buy |
1,823
+200
| +12% | +$9K | 0.02% | 184 |
|
|
2017
Q2 | $73K | Hold |
1,623
| – | – | 0.01% | 192 |
|
|
2017
Q1 | $69K | Sell |
1,623
-385
| -19% | -$16.4K | 0.01% | 196 |
|
|
2016
Q4 | $83K | Hold |
2,008
| – | – | 0.02% | 165 |
|
|
2016
Q3 | $85K | Sell |
2,008
-200
| -9% | -$8.47K | 0.02% | 156 |
|
|
2016
Q2 | $100K | Buy |
2,208
+200
| +10% | +$9.06K | 0.02% | 154 |
|
|
2016
Q1 | $93K | Sell |
2,008
-27
| -1% | -$1.25K | 0.02% | 135 |
|
|
2015
Q4 | $87K | Buy |
2,035
+10
| +0.5% | +$428 | 0.02% | 135 |
|
|
2015
Q3 | $81K | Buy |
2,025
+68
| +3% | +$2.72K | 0.02% | 149 |
|
|
2015
Q2 | $77K | Buy |
1,957
+390
| +25% | +$15.3K | 0.02% | 154 |
|
|
2015
Q1 | $64K | Hold |
1,567
| – | – | 0.02% | 169 |
|
|
2014
Q4 | $66K | Sell |
1,567
-466
| -23% | -$19.6K | 0.02% | 164 |
|
|
2014
Q3 | $79K | Sell |
2,033
-698
| -26% | -$27.1K | 0.02% | 152 |
|
|
2014
Q2 | $106K | Sell |
2,731
-535
| -16% | -$20.8K | 0.03% | 132 |
|
|
2014
Q1 | $126K | Hold |
3,266
| – | – | 0.04% | 125 |
|
|
2013
Q4 | $126K | Buy |
3,266
+17
| +0.5% | +$656 | 0.04% | 114 |
|
|
2013
Q3 | $126K | Buy |
3,249
+242
| +8% | +$9.39K | 0.07% | 111 |
|
|
2013
Q2 | $116K | Buy |
+3,007
| New | +$116K | 0.07% | 111 |
|