MCIA
Mountain Capital Investment Advisors’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-19,338
| Closed | -$1.16M | – | 59 |
|
|
2023
Q4 | $1.16M | Buy |
19,338
+1,778
| +10% | +$107K | 0.39% | 14 |
|
|
2023
Q3 | $996K | Sell |
17,560
-13,709
| -44% | -$778K | 0.37% | 17 |
|
|
2023
Q2 | $1.95M | Sell |
31,269
-8,801
| -22% | -$550K | 0.74% | 14 |
|
|
2023
Q1 | $2.53M | Sell |
40,070
-767
| -2% | -$48.4K | 1.11% | 17 |
|
|
2022
Q4 | $2.54M | Buy |
40,837
+7,172
| +21% | +$446K | 1.15% | 19 |
|
|
2022
Q3 | $1.88M | Buy |
33,665
+695
| +2% | +$38.9K | 0.99% | 25 |
|
|
2022
Q2 | $2.07M | Buy |
32,970
+1,641
| +5% | +$103K | 1.04% | 19 |
|
|
2022
Q1 | $2M | Buy |
31,329
+148
| +0.5% | +$9.44K | 0.94% | 26 |
|
|
2021
Q4 | $1.89M | Buy |
31,181
+5,610
| +22% | +$339K | 0.85% | 27 |
|
|
2021
Q3 | $1.38M | Buy |
25,571
+1,392
| +6% | +$75.3K | 0.73% | 35 |
|
|
2021
Q2 | $1.31M | Sell |
24,179
-2,884
| -11% | -$156K | 0.6% | 37 |
|
|
2021
Q1 | $1.44M | Buy |
27,063
+3,351
| +14% | +$178K | 0.72% | 39 |
|
|
2020
Q4 | $1.19M | Sell |
23,712
-3,535
| -13% | -$177K | 0.72% | 38 |
|
|
2020
Q3 | $1.39M | Buy |
+27,247
| New | +$1.39M | 0.9% | 36 |
|
|
2017
Q4 | – | Sell |
-3,113
| Closed | -$140K | – | 239 |
|
|
2017
Q3 | $140K | Sell |
3,113
-356
| -10% | -$16K | 0.12% | 44 |
|
|
2017
Q2 | $156K | Buy |
+3,469
| New | +$156K | 0.15% | 43 |
|