Mount Yale 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 | $1.55M | Sell |
21,917
-4,950
| -18% | -$350K | 0.12% | 148 |
|
|
2025
Q1 | $1.92M | Buy |
26,867
+12,211
| +83% | +$875K | 0.16% | 122 |
|
|
2024
Q4 | $912K | Buy |
14,656
+4,535
| +45% | +$282K | 0.07% | 218 |
|
|
2024
Q3 | $727K | Sell |
10,121
-350
| -3% | -$25.2K | 0.07% | 259 |
|
|
2024
Q2 | $666K | Sell |
10,471
-2,063
| -16% | -$131K | 0.05% | 287 |
|
|
2024
Q1 | $767K | Buy |
12,534
+3,111
| +33% | +$190K | 0.06% | 276 |
|
|
2023
Q4 | $555K | Buy |
9,423
+162
| +2% | +$9.55K | 0.05% | 302 |
|
|
2023
Q3 | $518K | Sell |
9,261
-11
| -0.1% | -$616 | 0.06% | 301 |
|
|
2023
Q2 | $558K | Sell |
9,272
-19
| -0.2% | -$1.14K | 0.06% | 291 |
|
|
2023
Q1 | $576K | Sell |
9,291
-8,178
| -47% | -$507K | 0.06% | 278 |
|
|
2022
Q4 | $1.11M | Sell |
17,469
-1,235
| -7% | -$78.6K | 0.13% | 165 |
|
|
2022
Q3 | $1.05M | Sell |
18,704
-19,711
| -51% | -$1.1M | 0.14% | 158 |
|
|
2022
Q2 | $2.42M | Sell |
38,415
-361
| -0.9% | -$22.7K | 0.3% | 74 |
|
|
2022
Q1 | $2.4M | Sell |
38,776
-601
| -2% | -$37.3K | 0.26% | 86 |
|
|
2021
Q4 | $2.33M | Buy |
39,377
+1,303
| +3% | +$77.2K | 0.24% | 98 |
|
|
2021
Q3 | $2M | Buy |
38,074
+13,385
| +54% | +$702K | 0.23% | 106 |
|
|
2021
Q2 | $1.34M | Buy |
24,689
+2,096
| +9% | +$113K | 0.16% | 135 |
|
|
2021
Q1 | $1.19M | Buy |
22,593
+2,441
| +12% | +$129K | 0.16% | 135 |
|
|
2020
Q4 | $1.11M | Sell |
20,152
-416
| -2% | -$22.8K | 0.16% | 150 |
|
|
2020
Q3 | $1.02M | Buy |
20,568
+1,903
| +10% | +$93.9K | 0.14% | 149 |
|
|
2020
Q2 | $834K | Buy |
18,665
+8,658
| +87% | +$387K | 0.15% | 149 |
|
|
2020
Q1 | $443K | Buy |
10,007
+542
| +6% | +$24K | 0.1% | 193 |
|
|
2019
Q4 | $553K | Buy |
9,465
+661
| +8% | +$38.6K | 0.1% | 178 |
|
|
2019
Q3 | $455K | Sell |
8,804
-436
| -5% | -$22.5K | 0.08% | 207 |
|
|
2019
Q2 | $491K | Sell |
9,240
-316
| -3% | -$16.8K | 0.09% | 190 |
|
|
2019
Q1 | $448K | Sell |
9,556
-433
| -4% | -$20.3K | 0.08% | 200 |
|
|
2018
Q4 | $496K | Sell |
9,989
-1,148
| -10% | -$57K | 0.1% | 169 |
|
|
2018
Q3 | $550K | Sell |
11,137
-6,187
| -36% | -$306K | 0.1% | 158 |
|
|
2018
Q2 | $760K | Buy |
17,324
+662
| +4% | +$29K | 0.14% | 130 |
|
|
2018
Q1 | $724K | Buy |
+16,662
| New | +$724K | 0.16% | 125 |
|