NewEdge 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 | $22M | Buy |
310,863
+35,378
| +13% | +$2.5M | 0.11% | 183 |
|
|
2025
Q1 | $19.7M | Sell |
275,485
-13
| -0% | -$931 | 0.12% | 180 |
|
|
2024
Q4 | $17.2M | Buy |
275,498
+18,984
| +7% | +$1.18M | 0.1% | 194 |
|
|
2024
Q3 | $18.4M | Sell |
256,514
-6,112
| -2% | -$439K | 0.12% | 182 |
|
|
2024
Q2 | $16.7M | Sell |
262,626
-16,214
| -6% | -$1.03M | 0.12% | 173 |
|
|
2024
Q1 | $17.1M | Sell |
278,840
-44,748
| -14% | -$2.74M | 0.15% | 149 |
|
|
2023
Q4 | $19.2M | Buy |
323,588
+1,546
| +0.5% | +$91.7K | 0.18% | 123 |
|
|
2023
Q3 | $18M | Buy |
322,042
+26,174
| +9% | +$1.47M | 0.2% | 114 |
|
|
2023
Q2 | $17.8M | Buy |
295,868
+6,245
| +2% | +$376K | 0.2% | 116 |
|
|
2023
Q1 | $18M | Buy |
289,623
+19,080
| +7% | +$1.19M | 0.23% | 109 |
|
|
2022
Q4 | $5.23M | Buy |
270,543
+58,837
| +28% | +$1.14M | 0.14% | 153 |
|
|
2022
Q3 | $11.9M | Buy |
211,706
+22,394
| +12% | +$1.25M | 0.19% | 127 |
|
|
2022
Q2 | $11.9M | Buy |
189,312
+40,037
| +27% | +$2.52M | 0.2% | 123 |
|
|
2022
Q1 | $9.26M | Buy |
149,275
+43,680
| +41% | +$2.71M | 0.15% | 151 |
|
|
2021
Q4 | $6.25M | Buy |
105,595
+38,205
| +57% | +$2.26M | 0.09% | 210 |
|
|
2021
Q3 | $3.54M | Buy |
67,390
+1,525
| +2% | +$80K | 0.09% | 217 |
|
|
2021
Q2 | $3.56M | Sell |
65,865
-2,376
| -3% | -$129K | 0.09% | 203 |
|
|
2021
Q1 | $3.6M | Sell |
68,241
-22,556
| -25% | -$1.19M | 0.11% | 196 |
|
|
2020
Q4 | $4.98M | Sell |
90,797
-2,408
| -3% | -$132K | 0.16% | 130 |
|
|
2020
Q3 | $4.6M | Sell |
93,205
-17,535
| -16% | -$866K | 0.16% | 132 |
|
|
2020
Q2 | $4.95M | Sell |
110,740
-458
| -0.4% | -$20.5K | 0.19% | 115 |
|
|
2020
Q1 | $4.92M | Sell |
111,198
-20,769
| -16% | -$919K | 0.24% | 102 |
|
|
2019
Q4 | $7.3M | Buy |
131,967
+4,782
| +4% | +$265K | 0.29% | 91 |
|
|
2019
Q3 | $6.94M | Buy |
127,185
+57,971
| +84% | +$3.17M | 0.31% | 84 |
|
|
2019
Q2 | $3.52M | Buy |
69,214
+5,954
| +9% | +$303K | 0.22% | 119 |
|
|
2019
Q1 | $2.96M | Buy |
63,260
+4,145
| +7% | +$194K | 0.19% | 129 |
|
|
2018
Q4 | $2.8K | Sell |
59,115
-2,961
| -5% | -$140 | 0.18% | 118 |
|
|
2018
Q3 | $2.87M | Sell |
62,076
-4,893
| -7% | -$226K | 0.22% | 109 |
|
|
2018
Q2 | $2.93K | Buy |
66,969
+13,803
| +26% | +$604 | 0.27% | 94 |
|
|
2018
Q1 | $2.27M | Buy |
53,166
+5,241
| +11% | +$224K | 0.26% | 92 |
|
|
2017
Q4 | $2.21M | Sell |
47,925
-1,866
| -4% | -$85.9K | 0.3% | 79 |
|
|
2017
Q3 | $2.26M | Buy |
49,791
+5,186
| +12% | +$235K | 0.35% | 73 |
|
|
2017
Q2 | $1.98M | Sell |
44,605
-5,084
| -10% | -$226K | 0.34% | 68 |
|
|
2017
Q1 | $2.12M | Sell |
49,689
-2,384
| -5% | -$102K | 0.48% | 57 |
|
|
2016
Q4 | $2.14M | Sell |
52,073
-732
| -1% | -$30.1K | 0.59% | 53 |
|
|
2016
Q3 | $2.24M | Buy |
52,805
+23,683
| +81% | +$1M | 0.71% | 48 |
|
|
2016
Q2 | $1.32M | Buy |
+29,122
| New | +$1.32M | 0.54% | 50 |
|