Ranch 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $561K | Buy |
7,869
+6
| +0.1% | +$427 | 0.24% | 92 |
|
|
2025
Q1 | $567K | Buy |
7,863
+215
| +3% | +$15.5K | 0.27% | 86 |
|
|
2024
Q4 | $476K | Sell |
7,648
-8
| -0.1% | -$498 | 0.22% | 97 |
|
|
2024
Q3 | $554K | Buy |
7,656
+6
| +0.1% | +$434 | 0.26% | 93 |
|
|
2024
Q2 | $490K | Buy |
7,650
+5
| +0.1% | +$321 | 0.26% | 97 |
|
|
2024
Q1 | $471K | Buy |
7,645
+61
| +0.8% | +$3.76K | 0.25% | 98 |
|
|
2023
Q4 | $447K | Buy |
7,584
+8
| +0.1% | +$471 | 0.28% | 98 |
|
|
2023
Q3 | $427K | Sell |
7,576
-559
| -7% | -$31.5K | 0.3% | 99 |
|
|
2023
Q2 | $493K | Hold |
8,135
| – | – | 0.35% | 85 |
|
|
2023
Q1 | $505K | Sell |
8,135
-500
| -6% | -$31K | 0.37% | 82 |
|
|
2022
Q4 | $549K | Buy |
8,635
+372
| +5% | +$23.7K | 0.43% | 74 |
|
|
2022
Q3 | $463K | Buy |
8,263
+4
| +0% | +$224 | 0.38% | 84 |
|
|
2022
Q2 | $520K | Buy |
8,259
+18
| +0.2% | +$1.13K | 0.4% | 78 |
|
|
2022
Q1 | $511K | Sell |
8,241
-150
| -2% | -$9.3K | 0.34% | 90 |
|
|
2021
Q4 | $497K | Sell |
8,391
-205
| -2% | -$12.1K | 0.32% | 92 |
|
|
2021
Q3 | $451K | Buy |
8,596
+458
| +6% | +$24K | 0.28% | 100 |
|
|
2021
Q2 | $440K | Sell |
8,138
-38
| -0.5% | -$2.06K | 0.26% | 102 |
|
|
2021
Q1 | $430K | Sell |
8,176
-480
| -6% | -$25.2K | 0.28% | 96 |
|
|
2020
Q4 | $474K | Sell |
8,656
-200
| -2% | -$11K | 0.34% | 84 |
|
|
2020
Q3 | $437K | Sell |
8,856
-204
| -2% | -$10.1K | 0.35% | 87 |
|
|
2020
Q2 | $432K | Sell |
9,060
-21
| -0.2% | -$1K | 0.34% | 83 |
|
|
2020
Q1 | $401K | Sell |
9,081
-301
| -3% | -$13.3K | 0.4% | 71 |
|
|
2019
Q4 | $519K | Buy |
9,382
+352
| +4% | +$19.5K | 0.42% | 73 |
|
|
2019
Q3 | $492K | Buy |
+9,030
| New | +$492K | 0.53% | 62 |
|