OneDigital Investment 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 | $7.64M | Sell |
108,032
-1,468
| -1% | -$104K | 0.08% | 187 |
|
|
2025
Q1 | $7.84M | Sell |
109,500
-6,474
| -6% | -$464K | 0.09% | 180 |
|
|
2024
Q4 | $7.22M | Buy |
115,974
+11,705
| +11% | +$729K | 0.08% | 186 |
|
|
2024
Q3 | $7.49M | Sell |
104,269
-1,719
| -2% | -$124K | 0.09% | 185 |
|
|
2024
Q2 | $6.75M | Buy |
105,988
+14,317
| +16% | +$911K | 0.08% | 189 |
|
|
2024
Q1 | $5.61M | Sell |
91,671
-1,169
| -1% | -$71.5K | 0.09% | 184 |
|
|
2023
Q4 | $5.47M | Buy |
92,840
+4,538
| +5% | +$267K | 0.1% | 175 |
|
|
2023
Q3 | $4.94M | Buy |
88,302
+4,139
| +5% | +$232K | 0.11% | 150 |
|
|
2023
Q2 | $5.07M | Sell |
84,163
-1,179
| -1% | -$71K | 0.11% | 147 |
|
|
2023
Q1 | $5.29M | Buy |
85,342
+2,162
| +3% | +$134K | 0.12% | 138 |
|
|
2022
Q4 | $5.29M | Buy |
83,180
+37,135
| +81% | +$2.36M | 0.15% | 125 |
|
|
2022
Q3 | $2.58M | Buy |
46,045
+1,922
| +4% | +$108K | 0.1% | 155 |
|
|
2022
Q2 | $2.78M | Sell |
44,123
-2,438
| -5% | -$153K | 0.12% | 124 |
|
|
2022
Q1 | $2.89M | Buy |
46,561
+3,867
| +9% | +$240K | 0.11% | 125 |
|
|
2021
Q4 | $2.53M | Buy |
42,694
+1,764
| +4% | +$104K | 0.09% | 141 |
|
|
2021
Q3 | $2.15M | Buy |
40,930
+4,392
| +12% | +$230K | 0.09% | 151 |
|
|
2021
Q2 | $1.98M | Buy |
36,538
+2,568
| +8% | +$139K | 0.08% | 163 |
|
|
2021
Q1 | $1.79M | Buy |
33,970
+3,123
| +10% | +$165K | 0.08% | 161 |
|
|
2020
Q4 | $1.67M | Buy |
30,847
+4,407
| +17% | +$238K | 0.09% | 159 |
|
|
2020
Q3 | $1.31M | Sell |
26,440
-240
| -0.9% | -$11.8K | 0.09% | 170 |
|
|
2020
Q2 | $1.21M | Buy |
26,680
+1,393
| +6% | +$63.4K | 0.09% | 186 |
|
|
2020
Q1 | $1.12M | Sell |
25,287
-18,857
| -43% | -$833K | 0.1% | 182 |
|
|
2019
Q4 | $2.44M | Buy |
44,144
+51
| +0.1% | +$2.82K | 0.19% | 111 |
|
|
2019
Q3 | $2.4M | Buy |
44,093
+10,169
| +30% | +$554K | 0.22% | 103 |
|
|
2019
Q2 | $1.73M | Buy |
33,924
+16,455
| +94% | +$838K | 0.13% | 99 |
|
|
2019
Q1 | $818K | Sell |
17,469
-2,255
| -11% | -$106K | 0.12% | 128 |
|
|
2018
Q4 | $934K | Buy |
19,724
+2,338
| +13% | +$111K | 0.16% | 108 |
|
|
2018
Q3 | $803K | Buy |
17,386
+361
| +2% | +$16.7K | 0.19% | 74 |
|
|
2018
Q2 | $1.21M | Sell |
17,025
-385
| -2% | -$27.3K | 0.25% | 58 |
|
|
2018
Q1 | $757K | Buy |
17,410
+7,073
| +68% | +$308K | 0.17% | 92 |
|
|
2017
Q4 | $475K | Buy |
10,337
+3,589
| +53% | +$165K | 0.05% | 133 |
|
|
2017
Q3 | $304K | Sell |
6,748
-3,081
| -31% | -$139K | 0.11% | 113 |
|
|
2017
Q2 | $441K | Buy |
+9,829
| New | +$441K | 0.13% | 119 |
|