Plante Moran 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 | $183K | Sell |
2,584
-3,070
| -54% | -$217K | 0.01% | 170 |
|
|
2025
Q1 | $405K | Buy |
5,654
+1,036
| +22% | +$74.2K | 0.03% | 101 |
|
|
2024
Q4 | $288K | Sell |
4,618
-157
| -3% | -$9.78K | 0.02% | 135 |
|
|
2024
Q3 | $343K | Buy |
4,775
+97
| +2% | +$6.97K | 0.03% | 121 |
|
|
2024
Q2 | $298K | Buy |
4,678
+27
| +0.6% | +$1.72K | 0.03% | 127 |
|
|
2024
Q1 | $285K | Buy |
4,651
+1,149
| +33% | +$70.3K | 0.03% | 134 |
|
|
2023
Q4 | $206K | Buy |
3,502
+220
| +7% | +$13K | 0.02% | 164 |
|
|
2023
Q3 | $184K | Sell |
3,282
-56
| -2% | -$3.14K | 0.02% | 154 |
|
|
2023
Q2 | $201K | Sell |
3,338
-247
| -7% | -$14.9K | 0.02% | 152 |
|
|
2023
Q1 | $222K | Sell |
3,585
-4,684
| -57% | -$291K | 0.03% | 133 |
|
|
2022
Q4 | $526K | Buy |
8,269
+21
| +0.3% | +$1.34K | 0.08% | 80 |
|
|
2022
Q3 | $462K | Sell |
8,248
-477
| -5% | -$26.7K | 0.08% | 83 |
|
|
2022
Q2 | $549K | Buy |
8,725
+550
| +7% | +$34.6K | 0.09% | 74 |
|
|
2022
Q1 | $507K | Sell |
8,175
-1,325
| -14% | -$82.2K | 0.09% | 85 |
|
|
2021
Q4 | $563K | Sell |
9,500
-1,554
| -14% | -$92.1K | 0.09% | 80 |
|
|
2021
Q3 | $580K | Buy |
11,054
+210
| +2% | +$11K | 0.13% | 78 |
|
|
2021
Q2 | $587K | Buy |
10,844
+114
| +1% | +$6.17K | 0.14% | 73 |
|
|
2021
Q1 | $566K | Buy |
10,730
+447
| +4% | +$23.6K | 0.15% | 74 |
|
|
2020
Q4 | $564K | Buy |
10,283
+144
| +1% | +$7.9K | 0.17% | 71 |
|
|
2020
Q3 | $501K | Sell |
10,139
-956
| -9% | -$47.2K | 0.18% | 73 |
|
|
2020
Q2 | $496K | Buy |
11,095
+335
| +3% | +$15K | 0.2% | 72 |
|
|
2020
Q1 | $476K | Sell |
10,760
-1,578
| -13% | -$69.8K | 0.22% | 67 |
|
|
2019
Q4 | $683K | Buy |
12,338
+1,841
| +18% | +$102K | 0.24% | 60 |
|
|
2019
Q3 | $571K | Sell |
10,497
-210
| -2% | -$11.4K | 0.17% | 78 |
|
|
2019
Q2 | $545K | Buy |
10,707
+1,715
| +19% | +$87.3K | 0.17% | 76 |
|
|
2019
Q1 | $421K | Buy |
8,992
+395
| +5% | +$18.5K | 0.13% | 91 |
|
|
2018
Q4 | $407K | Sell |
8,597
-208
| -2% | -$9.85K | 0.14% | 86 |
|
|
2018
Q3 | $407K | Sell |
8,805
-504
| -5% | -$23.3K | 0.13% | 89 |
|
|
2018
Q2 | $408K | Sell |
9,309
-1,353
| -13% | -$59.3K | 0.21% | 85 |
|
|
2018
Q1 | $463K | Buy |
10,662
+101
| +1% | +$4.39K | 0.25% | 75 |
|
|
2017
Q4 | $485K | Sell |
10,561
-4,060
| -28% | -$186K | 0.27% | 72 |
|
|
2017
Q3 | $658K | Sell |
14,621
-44
| -0.3% | -$1.98K | 0.39% | 56 |
|
|
2017
Q2 | $658K | Sell |
14,665
-1,203
| -8% | -$54K | 0.41% | 56 |
|
|
2017
Q1 | $673K | Buy |
15,868
+553
| +4% | +$23.5K | 0.41% | 55 |
|
|
2016
Q4 | $635K | Sell |
15,315
-11,975
| -44% | -$497K | 0.4% | 54 |
|
|
2016
Q3 | $1.16M | Sell |
27,290
-11,976
| -30% | -$507K | 0.78% | 28 |
|
|
2016
Q2 | $1.78M | Buy |
39,266
+660
| +2% | +$29.9K | 1.29% | 13 |
|
|
2016
Q1 | $1.79M | Sell |
38,606
-1,197
| -3% | -$55.5K | 1.38% | 13 |
|
|
2015
Q4 | $1.71M | Buy |
39,803
+410
| +1% | +$17.6K | 1.28% | 14 |
|
|
2015
Q3 | $1.58M | Sell |
39,393
-179
| -0.5% | -$7.18K | 1.24% | 16 |
|
|
2015
Q2 | $1.55M | Sell |
39,572
-84
| -0.2% | -$3.29K | 1.11% | 16 |
|
|
2015
Q1 | $1.61M | Sell |
39,656
-3,014
| -7% | -$122K | 1.12% | 17 |
|
|
2014
Q4 | $1.8M | Sell |
42,670
-730
| -2% | -$30.8K | 1.33% | 13 |
|
|
2014
Q3 | $1.85M | Sell |
43,400
-2,015
| -4% | -$85.9K | 1.62% | 14 |
|
|
2014
Q2 | $1.92M | Buy |
45,415
+3,756
| +9% | +$159K | 1.72% | 14 |
|
|
2014
Q1 | $1.61M | Sell |
41,659
-670
| -2% | -$25.9K | 1.75% | 14 |
|
|
2013
Q4 | $1.75M | Buy |
42,329
+2,227
| +6% | +$92K | 0.98% | 14 |
|
|
2013
Q3 | $1.52M | Buy |
40,102
+790
| +2% | +$29.9K | 0.93% | 17 |
|
|
2013
Q2 | $1.58M | Buy |
+39,312
| New | +$1.58M | 1.17% | 14 |
|