Pathway Financial 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 | $319K | Sell |
4,504
-330
| -7% | -$23.3K | 0.05% | 104 |
|
|
2025
Q1 | $346K | Buy |
4,834
+264
| +6% | +$18.9K | 0.06% | 119 |
|
|
2024
Q4 | $285K | Buy |
4,570
+66
| +1% | +$4.11K | 0.07% | 127 |
|
|
2024
Q3 | $324K | Hold |
4,504
| – | – | 0.08% | 116 |
|
|
2024
Q2 | $287K | Hold |
4,504
| – | – | 0.08% | 120 |
|
|
2024
Q1 | $276K | Sell |
4,504
-8
| -0.2% | -$489 | 0.07% | 132 |
|
|
2023
Q4 | $266K | Hold |
4,512
| – | – | 0.08% | 124 |
|
|
2023
Q3 | $253K | Hold |
4,512
| – | – | 0.09% | 113 |
|
|
2023
Q2 | $272K | Buy |
4,512
+8
| +0.2% | +$482 | 0.09% | 105 |
|
|
2023
Q1 | $279K | Hold |
4,504
| – | – | 0.09% | 101 |
|
|
2022
Q4 | $286K | Hold |
4,504
| – | – | 0.09% | 94 |
|
|
2022
Q3 | $252K | Hold |
4,504
| – | – | 0.09% | 110 |
|
|
2022
Q2 | $283K | Hold |
4,504
| – | – | 0.12% | 99 |
|
|
2022
Q1 | $279K | Buy |
4,504
+30
| +0.7% | +$1.86K | 0.1% | 110 |
|
|
2021
Q4 | $273K | Buy |
+4,474
| New | +$273K | 0.1% | 109 |
|
|
2021
Q1 | $222K | Buy |
+4,070
| New | +$222K | 0.09% | 116 |
|
|
2020
Q4 | – | Sell |
-4,070
| Closed | -$200K | – | 119 |
|
|
2020
Q3 | $200K | Buy |
+4,070
| New | +$200K | 0.08% | 103 |
|
|
2020
Q2 | – | Sell |
-4,670
| Closed | -$205K | – | 102 |
|
|
2020
Q1 | $205K | Hold |
4,670
| – | – | 0.07% | 93 |
|
|
2019
Q4 | $267K | Sell |
4,670
-4,800
| -51% | -$274K | 0.08% | 93 |
|
|
2019
Q3 | $494K | Sell |
9,470
-85
| -0.9% | -$4.43K | 0.14% | 55 |
|
|
2019
Q2 | $487K | Sell |
9,555
-115
| -1% | -$5.86K | 0.14% | 55 |
|
|
2019
Q1 | $453K | Buy |
9,670
+200
| +2% | +$9.37K | 0.14% | 57 |
|
|
2018
Q4 | $448K | Hold |
9,470
| – | – | 0.25% | 57 |
|
|
2018
Q3 | $450K | Sell |
9,470
-17,554
| -65% | -$834K | 0.25% | 57 |
|
|
2018
Q2 | $1.19M | Sell |
27,024
-29
| -0.1% | -$1.27K | 0.7% | 27 |
|
|
2018
Q1 | $1.18M | Sell |
27,053
-1,400
| -5% | -$60.8K | 0.69% | 26 |
|
|
2017
Q4 | $1.31M | Buy |
+28,453
| New | +$1.31M | 0.75% | 24 |
|