Navellier & Associates’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 | $1.45M | Buy |
20,496
+91
| +0.4% | +$6.44K | 0.18% | 117 |
|
2025
Q1 | $1.46M | Sell |
20,405
-5,005
| -20% | -$359K | 0.2% | 116 |
|
2024
Q4 | $1.58M | Buy |
25,410
+3,817
| +18% | +$238K | 0.19% | 119 |
|
2024
Q3 | $1.55M | Sell |
21,593
-5,334
| -20% | -$383K | 0.21% | 106 |
|
2024
Q2 | $1.71M | Sell |
26,927
-214
| -0.8% | -$13.6K | 0.2% | 109 |
|
2024
Q1 | $1.66M | Buy |
27,141
+11,323
| +72% | +$693K | 0.2% | 114 |
|
2023
Q4 | $932K | Buy |
15,818
+1,313
| +9% | +$77.4K | 0.14% | 148 |
|
2023
Q3 | $812K | Buy |
14,505
+6,095
| +72% | +$341K | 0.14% | 154 |
|
2023
Q2 | $506K | Sell |
8,410
-37
| -0.4% | -$2.23K | 0.1% | 171 |
|
2023
Q1 | $524K | Buy |
8,447
+230
| +3% | +$14.3K | 0.11% | 172 |
|
2022
Q4 | $523K | Buy |
8,217
+845
| +11% | +$53.8K | 0.11% | 157 |
|
2022
Q3 | $413K | Sell |
7,372
-142
| -2% | -$7.96K | 0.09% | 184 |
|
2022
Q2 | $473K | Buy |
7,514
+195
| +3% | +$12.3K | 0.1% | 184 |
|
2022
Q1 | $454K | Buy |
7,319
+627
| +9% | +$38.9K | 0.08% | 209 |
|
2021
Q4 | $396K | Sell |
6,692
-197
| -3% | -$11.7K | 0.06% | 240 |
|
2021
Q3 | $361K | Buy |
6,889
+128
| +2% | +$6.71K | 0.05% | 240 |
|
2021
Q2 | $366K | Sell |
6,761
-343
| -5% | -$18.6K | 0.06% | 224 |
|
2021
Q1 | $374K | Sell |
7,104
-1,077
| -13% | -$56.7K | 0.07% | 208 |
|
2020
Q4 | $449K | Sell |
8,181
-843
| -9% | -$46.3K | 0.08% | 179 |
|
2020
Q3 | $446K | Buy |
+9,024
| New | +$446K | 0.1% | 149 |
|
2017
Q1 | – | Sell |
-7,200
| Closed | -$299K | – | 303 |
|
2016
Q4 | $299K | Sell |
7,200
-1,308
| -15% | -$54.3K | 0.05% | 230 |
|
2016
Q3 | $360K | Sell |
8,508
-6,837
| -45% | -$289K | 0.05% | 187 |
|
2016
Q2 | $696K | Sell |
15,345
-57,343
| -79% | -$2.6M | 0.1% | 117 |
|
2016
Q1 | $3.37M | Buy |
72,688
+3,394
| +5% | +$157K | 0.44% | 51 |
|
2015
Q4 | $2.98M | Buy |
69,294
+4,844
| +8% | +$208K | 0.33% | 53 |
|
2015
Q3 | $2.59M | Buy |
64,450
+1,708
| +3% | +$68.5K | 0.26% | 55 |
|
2015
Q2 | $2.46M | Buy |
62,742
+14,848
| +31% | +$582K | 0.22% | 62 |
|
2015
Q1 | $1.94M | Sell |
47,894
-15,530
| -24% | -$630K | 0.18% | 66 |
|
2014
Q4 | $2.68M | Buy |
63,424
+5,067
| +9% | +$214K | 0.13% | 44 |
|
2014
Q3 | $2.49M | Buy |
58,357
+2,300
| +4% | +$98.1K | 0.13% | 53 |
|
2014
Q2 | $2.38M | Sell |
56,057
-5,683
| -9% | -$241K | 0.11% | 58 |
|
2014
Q1 | $2.39M | Buy |
61,740
+156
| +0.3% | +$6.03K | 0.11% | 59 |
|
2013
Q4 | $2.54M | Buy |
61,584
+11,545
| +23% | +$477K | 0.11% | 44 |
|
2013
Q3 | $1.9M | Buy |
50,039
+2,579
| +5% | +$97.7K | 0.06% | 79 |
|
2013
Q2 | $1.9M | Buy |
+47,460
| New | +$1.9M | 0.09% | 68 |
|