Moneta Group Investment 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 | $7.8M | Buy |
110,291
+24,761
| +29% | +$1.75M | 0.09% | 110 |
|
|
2025
Q1 | $6.13M | Sell |
85,530
-12,600
| -13% | -$902K | 0.08% | 118 |
|
|
2024
Q4 | $6.11M | Buy |
98,130
+16,190
| +20% | +$1.01M | 0.09% | 117 |
|
|
2024
Q3 | $5.89M | Sell |
81,940
-427
| -0.5% | -$30.7K | 0.09% | 117 |
|
|
2024
Q2 | $5.24M | Buy |
82,367
+2,962
| +4% | +$189K | 0.08% | 119 |
|
|
2024
Q1 | $4.86M | Buy |
79,405
+6,714
| +9% | +$411K | 0.08% | 124 |
|
|
2023
Q4 | $4.28M | Sell |
72,691
-2,308
| -3% | -$136K | 0.08% | 119 |
|
|
2023
Q3 | $4.2M | Sell |
74,999
-2,053
| -3% | -$115K | 0.1% | 112 |
|
|
2023
Q2 | $4.64M | Buy |
77,052
+5,570
| +8% | +$335K | 0.1% | 108 |
|
|
2023
Q1 | $4.43M | Buy |
71,482
+12,135
| +20% | +$753K | 0.11% | 106 |
|
|
2022
Q4 | $3.64M | Buy |
59,347
+3,510
| +6% | +$215K | 0.1% | 115 |
|
|
2022
Q3 | $3.13M | Buy |
55,837
+3,556
| +7% | +$199K | 0.12% | 111 |
|
|
2022
Q2 | $3.29M | Buy |
52,281
+5,765
| +12% | +$363K | 0.11% | 114 |
|
|
2022
Q1 | $2.88M | Sell |
46,516
-588
| -1% | -$36.5K | 0.11% | 112 |
|
|
2021
Q4 | $2.79M | Buy |
47,104
+982
| +2% | +$58.1K | 0.11% | 118 |
|
|
2021
Q3 | $2.42M | Sell |
46,122
-2,871
| -6% | -$151K | 0.11% | 114 |
|
|
2021
Q2 | $2.65M | Buy |
48,993
+4,315
| +10% | +$233K | 0.12% | 118 |
|
|
2021
Q1 | $2.36M | Buy |
44,678
+12,767
| +40% | +$673K | 0.12% | 115 |
|
|
2020
Q4 | $1.75M | Sell |
31,911
-1,146
| -3% | -$62.8K | 0.13% | 106 |
|
|
2020
Q3 | $1.63M | Buy |
33,057
+4,140
| +14% | +$204K | 0.14% | 93 |
|
|
2020
Q2 | $1.29M | Buy |
28,917
+5,414
| +23% | +$242K | 0.12% | 101 |
|
|
2020
Q1 | $1.04M | Sell |
23,503
-1,393
| -6% | -$61.6K | 0.11% | 104 |
|
|
2019
Q4 | $1.38M | Buy |
24,896
+1,402
| +6% | +$77.6K | 0.12% | 101 |
|
|
2019
Q3 | $1.28M | Sell |
23,494
-1,624
| -6% | -$88.4K | 0.12% | 105 |
|
|
2019
Q2 | $1.28M | Sell |
25,118
-3,755
| -13% | -$191K | 0.13% | 104 |
|
|
2019
Q1 | $1.35M | Sell |
28,873
-5,826
| -17% | -$273K | 0.14% | 92 |
|
|
2018
Q4 | $1.64M | Buy |
34,699
+20,095
| +138% | +$952K | 0.2% | 81 |
|
|
2018
Q3 | $675K | Sell |
14,604
-11,397
| -44% | -$527K | 0.07% | 126 |
|
|
2018
Q2 | $1.14M | Buy |
26,001
+18,890
| +266% | +$828K | 0.13% | 98 |
|
|
2018
Q1 | $309K | Buy |
7,111
+5,288
| +290% | +$230K | 0.04% | 153 |
|
|
2017
Q4 | $84K | Buy |
+1,823
| New | +$84K | 0.01% | 244 |
|
|
2015
Q4 | – | Sell |
-11,119
| Closed | -$446K | – | 288 |
|
|
2015
Q3 | $446K | Sell |
11,119
-400
| -3% | -$16K | 0.12% | 82 |
|
|
2015
Q2 | $452K | Buy |
11,519
+3,009
| +35% | +$118K | 0.14% | 80 |
|
|
2015
Q1 | $345K | Hold |
8,510
| – | – | 0.15% | 109 |
|
|
2014
Q4 | $359K | Buy |
+8,510
| New | +$359K | 0.17% | 100 |
|