Prime Capital 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 | $10.8M | Sell |
152,916
-9,672
| -6% | -$684K | 0.14% | 119 |
|
|
2025
Q1 | $11.6M | Buy |
162,588
+29,599
| +22% | +$2.12M | 0.14% | 133 |
|
|
2024
Q4 | $8.28M | Sell |
132,989
-2,560
| -2% | -$159K | 0.12% | 134 |
|
|
2024
Q3 | $9.74M | Sell |
135,549
-10,912
| -7% | -$784K | 0.14% | 120 |
|
|
2024
Q2 | $9.32M | Sell |
146,461
-27,292
| -16% | -$1.74M | 0.14% | 117 |
|
|
2024
Q1 | $10.6M | Sell |
173,753
-91,309
| -34% | -$5.59M | 0.15% | 119 |
|
|
2023
Q4 | $15.6M | Buy |
265,062
+8,960
| +3% | +$528K | 0.24% | 93 |
|
|
2023
Q3 | $14.3M | Buy |
256,102
+3,999
| +2% | +$224K | 0.29% | 74 |
|
|
2023
Q2 | $15.2M | Buy |
252,103
+138,900
| +123% | +$8.36M | 0.3% | 72 |
|
|
2023
Q1 | $7.02M | Sell |
113,203
-66,329
| -37% | -$4.11M | 0.29% | 73 |
|
|
2022
Q4 | $11.4M | Buy |
179,532
+95,481
| +114% | +$6.07M | 0.43% | 58 |
|
|
2022
Q3 | $4.71M | Buy |
84,051
+68,248
| +432% | +$3.82M | 0.27% | 76 |
|
|
2022
Q2 | $994K | Buy |
15,803
+8,913
| +129% | +$561K | 0.06% | 175 |
|
|
2022
Q1 | $408K | Buy |
6,890
+300
| +5% | +$17.8K | 0.02% | 257 |
|
|
2021
Q4 | $390K | Buy |
+6,590
| New | +$390K | 0.02% | 262 |
|
|
2021
Q3 | – | Sell |
-7,526
| Closed | -$407K | – | 339 |
|
|
2021
Q2 | $407K | Sell |
7,526
-39,398
| -84% | -$2.13M | 0.02% | 268 |
|
|
2021
Q1 | $2.27M | Buy |
46,924
+38,628
| +466% | +$1.87M | 0.16% | 113 |
|
|
2020
Q4 | $240K | Sell |
8,296
-53,617
| -87% | -$1.55M | 0.02% | 222 |
|
|
2020
Q3 | $2.86M | Buy |
61,913
+18,015
| +41% | +$833K | 0.24% | 86 |
|
|
2020
Q2 | $1.79M | Buy |
43,898
+838
| +2% | +$34.1K | 0.17% | 111 |
|
|
2020
Q1 | $1.73M | Buy |
43,060
+15,661
| +57% | +$630K | 0.21% | 84 |
|
|
2019
Q4 | $1.3M | Buy |
27,399
+17,852
| +187% | +$846K | 0.15% | 122 |
|
|
2019
Q3 | $306K | Buy |
9,547
+8,642
| +955% | +$277K | 0.05% | 171 |
|
|
2019
Q2 | $46K | Buy |
905
+300
| +50% | +$15.2K | 0.01% | 249 |
|
|
2019
Q1 | $28K | Buy |
+605
| New | +$28K | 0.01% | 221 |
|
|
2018
Q4 | – | Sell |
-1,600
| Closed | -$74K | – | 398 |
|
|
2018
Q3 | $74K | Buy |
1,600
+135
| +9% | +$6.24K | 0.02% | 177 |
|
|
2018
Q2 | $64K | Sell |
1,465
-869
| -37% | -$38K | 0.03% | 183 |
|
|
2018
Q1 | $101K | Buy |
2,334
+734
| +46% | +$31.8K | 0.07% | 133 |
|
|
2017
Q4 | $73K | Buy |
+1,600
| New | +$73K | 0.06% | 147 |
|