Personal Capital Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $90.7M | Buy |
1,425,797
+24,706
| +2% | +$1.57M | 0.44% | 50 |
|
|
2022
Q3 | $78.5M | Buy |
1,401,091
+21,717
| +2% | +$1.22M | 0.42% | 49 |
|
|
2022
Q2 | $86.8M | Buy |
1,379,374
+15,555
| +1% | +$979K | 0.45% | 39 |
|
|
2022
Q1 | $84.6M | Buy |
1,363,819
+35,335
| +3% | +$2.19M | 0.4% | 55 |
|
|
2021
Q4 | $78.8M | Buy |
1,328,484
+46,228
| +4% | +$2.74M | 0.36% | 59 |
|
|
2021
Q3 | $67.3M | Buy |
1,282,256
+62,179
| +5% | +$3.26M | 0.34% | 67 |
|
|
2021
Q2 | $66M | Buy |
1,220,077
+80,063
| +7% | +$4.33M | 0.34% | 67 |
|
|
2021
Q1 | $60.1M | Buy |
1,140,014
+106,136
| +10% | +$5.59M | 0.35% | 66 |
|
|
2020
Q4 | $56.7M | Buy |
1,033,878
+49,050
| +5% | +$2.69M | 0.36% | 62 |
|
|
2020
Q3 | $48.6M | Buy |
984,828
+21,754
| +2% | +$1.07M | 0.37% | 62 |
|
|
2020
Q2 | $43M | Buy |
963,074
+23,833
| +3% | +$1.06M | 0.36% | 66 |
|
|
2020
Q1 | $41.7M | Buy |
939,241
+13,228
| +1% | +$587K | 0.41% | 54 |
|
|
2019
Q4 | $51.3M | Buy |
926,013
+40,626
| +5% | +$2.25M | 0.43% | 54 |
|
|
2019
Q3 | $48.2M | Buy |
885,387
+25,892
| +3% | +$1.41M | 0.46% | 48 |
|
|
2019
Q2 | $43.8M | Buy |
859,495
+42,654
| +5% | +$2.17M | 0.44% | 49 |
|
|
2019
Q1 | $38.3M | Buy |
816,841
+43,137
| +6% | +$2.02M | 0.43% | 58 |
|
|
2018
Q4 | $36.6M | Buy |
773,704
+27,766
| +4% | +$1.31M | 0.49% | 48 |
|
|
2018
Q3 | $34.5M | Buy |
745,938
+43,866
| +6% | +$2.03M | 0.44% | 59 |
|
|
2018
Q2 | $30.8M | Buy |
702,072
+60,414
| +9% | +$2.65M | 0.43% | 62 |
|
|
2018
Q1 | $27.9M | Buy |
641,658
+65,902
| +11% | +$2.86M | 0.43% | 59 |
|
|
2017
Q4 | $26.4M | Buy |
575,756
+47,740
| +9% | +$2.19M | 0.45% | 55 |
|
|
2017
Q3 | $23.8M | Buy |
528,016
+33,886
| +7% | +$1.53M | 0.46% | 57 |
|
|
2017
Q2 | $22.2M | Sell |
494,130
-119,178
| -19% | -$5.35M | 0.49% | 55 |
|
|
2017
Q1 | $26M | Buy |
613,308
+75,053
| +14% | +$3.18M | 0.65% | 47 |
|
|
2016
Q4 | $22.3M | Buy |
538,255
+60,072
| +13% | +$2.49M | 0.66% | 55 |
|
|
2016
Q3 | $20.1M | Buy |
478,183
+53,805
| +13% | +$2.26M | 0.68% | 48 |
|
|
2016
Q2 | $19.2M | Buy |
424,378
+48,277
| +13% | +$2.19M | 0.74% | 37 |
|
|
2016
Q1 | $17.4M | Buy |
376,101
+36,520
| +11% | +$1.69M | 0.8% | 27 |
|
|
2015
Q4 | $14.6M | Buy |
339,581
+37,847
| +13% | +$1.63M | 0.8% | 28 |
|
|
2015
Q3 | $12.1M | Buy |
301,734
+39,807
| +15% | +$1.6M | 0.8% | 35 |
|
|
2015
Q2 | $10.4M | Buy |
261,927
+39,588
| +18% | +$1.57M | 0.72% | 51 |
|
|
2015
Q1 | $9.02M | Buy |
222,339
+41,077
| +23% | +$1.67M | 0.73% | 50 |
|
|
2014
Q4 | $7.65M | Buy |
181,262
+33,505
| +23% | +$1.41M | 0.78% | 47 |
|
|
2014
Q3 | $6.3M | Buy |
147,757
+32,499
| +28% | +$1.39M | 0.81% | 34 |
|
|
2014
Q2 | $4.88M | Buy |
115,258
+28,326
| +33% | +$1.2M | 0.81% | 49 |
|
|
2014
Q1 | $3.36M | Buy |
86,932
+27,213
| +46% | +$1.05M | 0.76% | 68 |
|
|
2013
Q4 | $2.47M | Buy |
+59,719
| New | +$2.47M | 0.78% | 64 |
|