Nadler Financial Group’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 | $618K | Sell |
8,736
-1,100
| -11% | -$77.8K | 0.06% | 66 |
|
|
2025
Q1 | $704K | Buy |
9,836
+728
| +8% | +$52.1K | 0.08% | 57 |
|
|
2024
Q4 | $567K | Hold |
9,108
| – | – | 0.06% | 65 |
|
|
2024
Q3 | $655K | Hold |
9,108
| – | – | 0.07% | 58 |
|
|
2024
Q2 | $580K | Sell |
9,108
-39
| -0.4% | -$2.48K | 0.07% | 58 |
|
|
2024
Q1 | $560K | Buy |
9,147
+1,038
| +13% | +$63.5K | 0.07% | 60 |
|
|
2023
Q4 | $478K | Sell |
8,109
-232
| -3% | -$13.7K | 0.06% | 61 |
|
|
2023
Q3 | $467K | Hold |
8,341
| – | – | 0.07% | 58 |
|
|
2023
Q2 | $502K | Sell |
8,341
-50
| -0.6% | -$3.01K | 0.07% | 58 |
|
|
2023
Q1 | $520K | Hold |
8,391
| – | – | 0.08% | 61 |
|
|
2022
Q4 | $534K | Sell |
8,391
-115
| -1% | -$7.32K | 0.09% | 60 |
|
|
2022
Q3 | $477K | Sell |
8,506
-244
| -3% | -$13.7K | 0.09% | 61 |
|
|
2022
Q2 | $550K | Buy |
8,750
+56
| +0.6% | +$3.52K | 0.1% | 58 |
|
|
2022
Q1 | $539K | Sell |
8,694
-1,136
| -12% | -$70.4K | 0.08% | 62 |
|
|
2021
Q4 | $582K | Buy |
9,830
+201
| +2% | +$11.9K | 0.09% | 65 |
|
|
2021
Q3 | $505K | Sell |
9,629
-1,114
| -10% | -$58.4K | 0.08% | 69 |
|
|
2021
Q2 | $581K | Sell |
10,743
-50
| -0.5% | -$2.7K | 0.1% | 66 |
|
|
2021
Q1 | $569K | Hold |
10,793
| – | – | 0.1% | 65 |
|
|
2020
Q4 | $592K | Sell |
10,793
-600
| -5% | -$32.9K | 0.11% | 62 |
|
|
2020
Q3 | $562K | Buy |
11,393
+3,956
| +53% | +$195K | 0.12% | 59 |
|
|
2020
Q2 | $332K | Buy |
7,437
+9
| +0.1% | +$402 | 0.08% | 71 |
|
|
2020
Q1 | $329K | Buy |
7,428
+100
| +1% | +$4.43K | 0.1% | 60 |
|
|
2019
Q4 | $406K | Buy |
7,328
+13
| +0.2% | +$720 | 0.1% | 59 |
|
|
2019
Q3 | $398K | Buy |
7,315
+7
| +0.1% | +$381 | 0.11% | 54 |
|
|
2019
Q2 | $372K | Buy |
7,308
+175
| +2% | +$8.91K | 0.11% | 58 |
|
|
2019
Q1 | $334K | Sell |
7,133
-252
| -3% | -$11.8K | 0.11% | 60 |
|
|
2018
Q4 | $350K | Buy |
7,385
+866
| +13% | +$41K | 0.11% | 56 |
|
|
2018
Q3 | $301K | Sell |
6,519
-92
| -1% | -$4.25K | 0.08% | 68 |
|
|
2018
Q2 | $290K | Buy |
6,611
+876
| +15% | +$38.4K | 0.08% | 68 |
|
|
2018
Q1 | $249K | Sell |
5,735
-1,411
| -20% | -$61.3K | 0.08% | 71 |
|
|
2017
Q4 | $328K | Buy |
7,146
+23
| +0.3% | +$1.06K | 0.1% | 67 |
|
|
2017
Q3 | $321K | Buy |
7,123
+12
| +0.2% | +$541 | 0.11% | 62 |
|
|
2017
Q2 | $319K | Sell |
7,111
-188
| -3% | -$8.43K | 0.11% | 59 |
|
|
2017
Q1 | $310K | Sell |
7,299
-1,324
| -15% | -$56.2K | 0.11% | 61 |
|
|
2016
Q4 | $358K | Sell |
8,623
-475
| -5% | -$19.7K | 0.13% | 60 |
|
|
2016
Q3 | $385K | Buy |
9,098
+11
| +0.1% | +$465 | 0.15% | 53 |
|
|
2016
Q2 | $412K | Sell |
9,087
-314
| -3% | -$14.2K | 0.17% | 50 |
|
|
2016
Q1 | $436K | Sell |
9,401
-50
| -0.5% | -$2.32K | 0.19% | 49 |
|
|
2015
Q4 | $406K | Sell |
9,451
-171
| -2% | -$7.35K | 0.18% | 48 |
|
|
2015
Q3 | $386K | Sell |
9,622
-1,270
| -12% | -$50.9K | 0.19% | 49 |
|
|
2015
Q2 | $427K | Sell |
10,892
-825
| -7% | -$32.3K | 0.2% | 46 |
|
|
2015
Q1 | $475K | Buy |
11,717
+100
| +0.9% | +$4.05K | 0.23% | 42 |
|
|
2014
Q4 | $490K | Buy |
11,617
+26
| +0.2% | +$1.1K | 0.25% | 43 |
|
|
2014
Q3 | $494K | Sell |
11,591
-282
| -2% | -$12K | 0.3% | 37 |
|
|
2014
Q2 | $503K | Sell |
11,873
-545
| -4% | -$23.1K | 0.32% | 32 |
|
|
2014
Q1 | $480K | Sell |
12,418
-470
| -4% | -$18.2K | 0.32% | 35 |
|
|
2013
Q4 | $532K | Buy |
12,888
+70
| +0.5% | +$2.89K | 0.34% | 31 |
|
|
2013
Q3 | $486K | Sell |
12,818
-1,203
| -9% | -$45.6K | 0.35% | 38 |
|
|
2013
Q2 | $562K | Buy |
+14,021
| New | +$562K | 0.4% | 38 |
|