Proficio Capital Partners’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-18,019
| Closed | -$1.27M | – | 332 |
|
|
2025
Q2 | $1.27M | Buy |
18,019
+1,188
| +7% | +$84.6K | 0.08% | 136 |
|
|
2025
Q1 | $1.21M | Buy |
16,831
+5,988
| +55% | +$400K | 0.09% | 114 |
|
|
2024
Q4 | $675K | Buy |
10,843
+3,426
| +46% | +$224K | 0.05% | 144 |
|
|
2024
Q3 | $533K | Sell |
7,417
-2,259
| -23% | -$155K | 0.05% | 142 |
|
|
2024
Q2 | $616K | Buy |
9,676
+348
| +4% | +$21.5K | 0.06% | 152 |
|
|
2024
Q1 | $571K | Buy |
9,328
+535
| +6% | +$32.1K | 0.06% | 157 |
|
|
2023
Q4 | $518K | Sell |
8,793
-10
| -0.1% | -$568 | 0.06% | 146 |
|
|
2023
Q3 | $493K | Sell |
8,803
-39
| -0.4% | -$2.34K | 0.07% | 146 |
|
|
2023
Q2 | $532K | Buy |
8,842
+551
| +7% | +$34.3K | 0.07% | 144 |
|
|
2023
Q1 | $514K | Sell |
8,291
-50
| -0.6% | -$3.03K | 0.08% | 139 |
|
|
2022
Q4 | $531K | Sell |
8,341
-205
| -2% | -$12.4K | 0.1% | 127 |
|
|
2022
Q3 | $483K | Buy |
8,546
+329
| +4% | +$20.4K | 0.09% | 128 |
|
|
2022
Q2 | $517K | Buy |
8,217
+717
| +10% | +$45.5K | 0.1% | 127 |
|
|
2022
Q1 | $465K | Sell |
7,500
-3,681
| -33% | -$224K | 0.07% | 147 |
|
|
2021
Q4 | $662K | Buy |
11,181
+727
| +7% | +$40.5K | 0.09% | 122 |
|
|
2021
Q3 | $549K | Sell |
10,454
-385
| -4% | -$21.5K | 0.07% | 133 |
|
|
2021
Q2 | $586K | Buy |
10,839
+199
| +2% | +$10.8K | 0.07% | 126 |
|
|
2021
Q1 | $561K | Buy |
10,640
+1,150
| +12% | +$57.9K | 0.07% | 120 |
|
|
2020
Q4 | $520K | Buy |
9,490
+335
| +4% | +$17.3K | 0.08% | 94 |
|
|
2020
Q3 | $442K | Sell |
9,155
-517
| -5% | -$24.9K | 0.08% | 98 |
|
|
2020
Q2 | $433K | Buy |
9,672
+902
| +10% | +$41.5K | 0.09% | 95 |
|
|
2020
Q1 | $304K | Buy |
8,770
+1,773
| +25% | +$95.8K | 0.08% | 114 |
|
|
2019
Q4 | $387K | Buy |
6,997
+1,330
| +23% | +$71.5K | 0.11% | 93 |
|
|
2019
Q3 | $309K | Sell |
5,667
-1,452
| -20% | -$77.8K | 0.12% | 95 |
|
|
2019
Q2 | $362K | Buy |
7,119
+2,360
| +50% | +$116K | 0.12% | 99 |
|
|
2019
Q1 | $223K | Buy |
4,759
+724
| +18% | +$33.9K | 0.08% | 120 |
|
|
2018
Q4 | $191K | Buy |
4,035
+257
| +7% | +$12.3K | 0.08% | 109 |
|
|
2018
Q3 | $175K | Buy |
3,778
+6
| +0.2% | +$274 | 0.06% | 136 |
|
|
2018
Q2 | $165K | Sell |
3,772
-74
| -2% | -$3.2K | 0.07% | 143 |
|
|
2018
Q1 | $167K | Sell |
3,846
-710
| -16% | -$31.9K | 0.05% | 144 |
|
|
2017
Q4 | $209K | Buy |
4,556
+44
| +1% | +$2.02K | 0.07% | 123 |
|
|
2017
Q3 | $203K | Sell |
4,512
-311
| -6% | -$14.1K | 0.08% | 157 |
|
|
2017
Q2 | $220K | Buy |
4,823
+452
| +10% | +$20K | 0.09% | 166 |
|
|
2017
Q1 | $197K | Buy |
4,371
+2,385
| +120% | +$99.5K | 0.09% | 170 |
|
|
2016
Q4 | $82K | Sell |
1,986
-43
| -2% | -$1.79K | 0.03% | 200 |
|
|
2016
Q3 | $86K | Buy |
2,029
+100
| +5% | +$4.38K | 0.05% | 198 |
|
|
2016
Q2 | $84K | Buy |
1,929
+634
| +49% | +$28.6K | 0.05% | 194 |
|
|
2016
Q1 | $60K | Buy |
1,295
+392
| +43% | +$17.1K | 0.05% | 187 |
|
|
2015
Q4 | $39K | Buy |
+903
| New | +$38.3K | 0.04% | 144 |
|
Other funds holding KO
Proficio Capital Partners's KO Position: Q3 2025 in Review
Proficio Capital Partners sold out of Coca-Cola (KO) in Q3 2025, closing a stake of 18,019 shares — an estimated $1.27M sold.
Proficio Capital Partners first reported a position in KO in Q4 2015 and held it in 39 quarters. The position peaked at $1.27M in Q2 2025. 3,278 funds tracked by Wall St. Rank hold KO as of Q3 2025.
- Proficio Capital Partners reported no remaining Coca-Cola position as of Q3 2025 after selling out during the quarter.
- Proficio Capital Partners sold 18,019 Coca-Cola shares in Q3 2025, an estimated $1.27M.
- Proficio Capital Partners first reported a position in Coca-Cola in Q4 2015 and held it in 39 quarters.
- Proficio Capital Partners's Coca-Cola position peaked at $1.27M in Q2 2025.
- 3,278 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.
Based on Proficio Capital Partners's 13F filing for Q3 2025, filed 12 Nov 2025.