Optimum 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 | $106K | Hold |
1,499
| – | – | 0.05% | 243 |
|
|
2025
Q1 | $107K | Hold |
1,499
| – | – | 0.05% | 236 |
|
|
2024
Q4 | $93.3K | Hold |
1,499
| – | – | 0.04% | 260 |
|
|
2024
Q3 | $108K | Hold |
1,499
| – | – | 0.05% | 262 |
|
|
2024
Q2 | $95.4K | Buy |
1,499
+30
| +2% | +$1.91K | 0.04% | 272 |
|
|
2024
Q1 | $89.9K | Buy |
1,469
+181
| +14% | +$11.1K | 0.04% | 281 |
|
|
2023
Q4 | $75.9K | Sell |
1,288
-112
| -8% | -$6.6K | 0.04% | 300 |
|
|
2023
Q3 | $78.4K | Buy |
1,400
+102
| +8% | +$5.71K | 0.04% | 301 |
|
|
2023
Q2 | $78.1K | Hold |
1,298
| – | – | 0.04% | 316 |
|
|
2023
Q1 | $80.5K | Hold |
1,298
| – | – | 0.04% | 310 |
|
|
2022
Q4 | $82.5K | Sell |
1,298
-1,000
| -44% | -$63.6K | 0.04% | 296 |
|
|
2022
Q3 | $129K | Buy |
2,298
+10
| +0.4% | +$561 | 0.07% | 233 |
|
|
2022
Q2 | $144K | Hold |
2,288
| – | – | 0.07% | 233 |
|
|
2022
Q1 | $142K | Buy |
2,288
+89
| +4% | +$5.52K | 0.06% | 267 |
|
|
2021
Q4 | $130K | Sell |
2,199
-625
| -22% | -$36.9K | 0.05% | 301 |
|
|
2021
Q3 | $148K | Sell |
2,824
-1,250
| -31% | -$65.5K | 0.06% | 275 |
|
|
2021
Q2 | $220K | Sell |
4,074
-300
| -7% | -$16.2K | 0.07% | 246 |
|
|
2021
Q1 | $231K | Sell |
4,374
-235
| -5% | -$12.4K | 0.07% | 237 |
|
|
2020
Q4 | $253K | Sell |
4,609
-1,271
| -22% | -$69.8K | 0.08% | 219 |
|
|
2020
Q3 | $290K | Sell |
5,880
-1,569
| -21% | -$77.4K | 0.1% | 185 |
|
|
2020
Q2 | $333K | Sell |
7,449
-416
| -5% | -$18.6K | 0.12% | 165 |
|
|
2020
Q1 | $348K | Sell |
7,865
-1,120
| -12% | -$49.6K | 0.14% | 152 |
|
|
2019
Q4 | $497K | Sell |
8,985
-450
| -5% | -$24.9K | 0.15% | 162 |
|
|
2019
Q3 | $514K | Buy |
9,435
+536
| +6% | +$29.2K | 0.16% | 150 |
|
|
2019
Q2 | $453K | Hold |
8,899
| – | – | 0.15% | 159 |
|
|
2019
Q1 | $417K | Sell |
8,899
-700
| -7% | -$32.8K | 0.14% | 164 |
|
|
2018
Q4 | $454K | Hold |
9,599
| – | – | 0.16% | 154 |
|
|
2018
Q3 | $443K | Hold |
9,599
| – | – | 0.12% | 170 |
|
|
2018
Q2 | $421K | Sell |
9,599
-840
| -8% | -$36.8K | 0.12% | 178 |
|
|
2018
Q1 | $453K | Hold |
10,439
| – | – | 0.13% | 170 |
|
|
2017
Q4 | $479K | Hold |
10,439
| – | – | 0.15% | 168 |
|
|
2017
Q3 | $470K | Hold |
10,439
| – | – | 0.16% | 175 |
|
|
2017
Q2 | $468K | Sell |
10,439
-500
| -5% | -$22.4K | 0.16% | 174 |
|
|
2017
Q1 | $464K | Sell |
10,939
-700
| -6% | -$29.7K | 0.16% | 170 |
|
|
2016
Q4 | $483K | Sell |
11,639
-190
| -2% | -$7.89K | 0.18% | 148 |
|
|
2016
Q3 | $501K | Sell |
11,829
-950
| -7% | -$40.2K | 0.19% | 149 |
|
|
2016
Q2 | $579K | Sell |
12,779
-550
| -4% | -$24.9K | 0.22% | 130 |
|
|
2016
Q1 | $618K | Sell |
13,329
-142
| -1% | -$6.58K | 0.24% | 124 |
|
|
2015
Q4 | $579K | Buy |
13,471
+791
| +6% | +$34K | 0.22% | 130 |
|
|
2015
Q3 | $509K | Buy |
+12,680
| New | +$509K | 0.21% | 140 |
|
|
2015
Q1 | $552K | Sell |
13,610
-2,000
| -13% | -$81.1K | 0.17% | 150 |
|
|
2014
Q4 | $659K | Sell |
15,610
-4,893
| -24% | -$207K | 0.21% | 125 |
|
|
2014
Q3 | $875K | Sell |
20,503
-3,357
| -14% | -$143K | 0.29% | 92 |
|
|
2014
Q2 | $1.01M | Buy |
23,860
+4,351
| +22% | +$184K | 0.33% | 81 |
|
|
2014
Q1 | $754K | Sell |
19,509
-686
| -3% | -$26.5K | 0.28% | 100 |
|
|
2013
Q4 | $834K | Buy |
20,195
+172
| +0.9% | +$7.1K | 0.31% | 89 |
|
|
2013
Q3 | $758K | Buy |
+20,023
| New | +$758K | 0.31% | 88 |
|