Nicolet Advisory Services’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 | $6.59M | Buy |
95,698
+3,600
| +4% | +$248K | 0.56% | 35 |
|
|
2025
Q1 | $6.52M | Buy |
92,098
+2,538
| +3% | +$180K | 0.65% | 33 |
|
|
2024
Q4 | $5.47M | Buy |
89,560
+1,801
| +2% | +$110K | 0.5% | 38 |
|
|
2024
Q3 | $6.19M | Buy |
87,759
+1,624
| +2% | +$115K | 0.58% | 36 |
|
|
2024
Q2 | $5.41M | Sell |
86,135
-45
| -0.1% | -$2.83K | 0.52% | 37 |
|
|
2024
Q1 | $5.15M | Buy |
86,180
+2,349
| +3% | +$140K | 0.52% | 37 |
|
|
2023
Q4 | $5M | Sell |
83,831
-2,587
| -3% | -$154K | 0.54% | 34 |
|
|
2023
Q3 | $4.76M | Buy |
86,418
+4,455
| +5% | +$245K | 0.53% | 35 |
|
|
2023
Q2 | $4.96M | Buy |
81,963
+5,736
| +8% | +$347K | 0.54% | 32 |
|
|
2023
Q1 | $4.79M | Buy |
76,227
+219
| +0.3% | +$13.8K | 0.55% | 30 |
|
|
2022
Q4 | $4.71M | Buy |
76,008
+325
| +0.4% | +$20.2K | 0.62% | 29 |
|
|
2022
Q3 | $4.12M | Buy |
75,683
+16,591
| +28% | +$902K | 0.67% | 25 |
|
|
2022
Q2 | $3.72M | Sell |
59,092
-53
| -0.1% | -$3.33K | 0.55% | 30 |
|
|
2022
Q1 | $3.78M | Sell |
59,145
-3,529
| -6% | -$225K | 0.49% | 29 |
|
|
2021
Q4 | $3.71M | Sell |
62,674
-717
| -1% | -$42.5K | 0.46% | 32 |
|
|
2021
Q3 | $3.33M | Sell |
63,391
-622
| -1% | -$32.6K | 0.42% | 35 |
|
|
2021
Q2 | $3.46M | Sell |
64,013
-537
| -0.8% | -$29.1K | 0.45% | 34 |
|
|
2021
Q1 | $3.4M | Buy |
64,550
+29,988
| +87% | +$1.58M | 0.48% | 32 |
|
|
2020
Q4 | $1.9M | Sell |
34,562
-771
| -2% | -$42.3K | 0.27% | 45 |
|
|
2020
Q3 | $1.74M | Sell |
35,333
-53,996
| -60% | -$2.67M | 0.27% | 44 |
|
|
2020
Q2 | $3.99M | Buy |
89,329
+7,500
| +9% | +$335K | 0.61% | 32 |
|
|
2020
Q1 | $3.62M | Buy |
81,829
+53,703
| +191% | +$2.38M | 0.64% | 32 |
|
|
2019
Q4 | $1.56M | Buy |
28,126
+1,823
| +7% | +$101K | 0.24% | 48 |
|
|
2019
Q3 | $1.43M | Sell |
26,303
-1,004
| -4% | -$54.7K | 0.22% | 45 |
|
|
2019
Q2 | $1.39M | Sell |
27,307
-2,867
| -10% | -$146K | 0.21% | 40 |
|
|
2019
Q1 | $1.41M | Buy |
+30,174
| New | +$1.41M | 0.24% | 37 |
|