RIA
Regal Investment Advisors’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.44M | Buy |
76,899
+3,581
| +5% | +$253K | 0.41% | 66 |
|
|
2025
Q1 | $5.25M | Sell |
73,318
-9,853
| -12% | -$706K | 0.42% | 65 |
|
|
2024
Q4 | $5.18M | Sell |
83,171
-7,491
| -8% | -$466K | 0.39% | 70 |
|
|
2024
Q3 | $6.51M | Buy |
90,662
+3,638
| +4% | +$261K | 0.46% | 56 |
|
|
2024
Q2 | $5.54M | Buy |
87,024
+3,193
| +4% | +$203K | 0.36% | 73 |
|
|
2024
Q1 | $5.13M | Buy |
83,831
+827
| +1% | +$50.6K | 0.35% | 80 |
|
|
2023
Q4 | $4.89M | Buy |
83,004
+1,726
| +2% | +$102K | 0.37% | 74 |
|
|
2023
Q3 | $4.55M | Buy |
81,278
+5,135
| +7% | +$287K | 0.38% | 73 |
|
|
2023
Q2 | $4.59M | Buy |
76,143
+1,895
| +3% | +$114K | 0.38% | 78 |
|
|
2023
Q1 | $4.61M | Buy |
74,248
+3,756
| +5% | +$233K | 0.41% | 74 |
|
|
2022
Q4 | $4.48M | Buy |
70,492
+3,150
| +5% | +$200K | 0.43% | 64 |
|
|
2022
Q3 | $3.77M | Buy |
67,342
+5,842
| +9% | +$327K | 0.4% | 67 |
|
|
2022
Q2 | $3.87M | Buy |
61,500
+2,585
| +4% | +$163K | 0.4% | 70 |
|
|
2022
Q1 | $3.65M | Buy |
58,915
+601
| +1% | +$37.3K | 0.34% | 80 |
|
|
2021
Q4 | $3.45M | Buy |
58,314
+211
| +0.4% | +$12.5K | 0.31% | 86 |
|
|
2021
Q3 | $3.05M | Buy |
58,103
+5,399
| +10% | +$283K | 0.3% | 88 |
|
|
2021
Q2 | $2.85M | Buy |
+52,704
| New | +$2.85M | 0.29% | 87 |
|
|
2021
Q1 | – | Sell |
-72,683
| Closed | -$3.99M | – | 248 |
|
|
2020
Q4 | $3.99M | Buy |
+72,683
| New | +$3.99M | 0.45% | 57 |
|
|
2020
Q1 | – | Sell |
-65,150
| Closed | -$3.61M | – | 187 |
|
|
2019
Q4 | $3.61M | Buy |
65,150
+1,036
| +2% | +$57.3K | 0.65% | 38 |
|
|
2019
Q3 | $3.49M | Sell |
64,114
-2,688
| -4% | -$146K | 0.68% | 37 |
|
|
2019
Q2 | $3.4M | Buy |
66,802
+6,184
| +10% | +$315K | 0.66% | 36 |
|
|
2019
Q1 | $2.84M | Buy |
60,618
+2,398
| +4% | +$112K | 0.58% | 47 |
|
|
2018
Q4 | $2.76M | Buy |
58,220
+6,702
| +13% | +$317K | 0.6% | 47 |
|
|
2018
Q3 | $2.38M | Buy |
51,518
+17,699
| +52% | +$818K | 0.5% | 55 |
|
|
2018
Q2 | $1.48M | Sell |
33,819
-19,524
| -37% | -$856K | 0.45% | 78 |
|
|
2018
Q1 | $2.32M | Buy |
53,343
+3,835
| +8% | +$167K | 0.51% | 56 |
|
|
2017
Q4 | $2.27M | Buy |
49,508
+4,567
| +10% | +$209K | 0.51% | 63 |
|
|
2017
Q3 | $2.02M | Buy |
44,941
+3,483
| +8% | +$157K | 0.47% | 75 |
|
|
2017
Q2 | $1.86M | Buy |
41,458
+947
| +2% | +$42.5K | 0.46% | 83 |
|
|
2017
Q1 | $1.72M | Buy |
40,511
+3,322
| +9% | +$141K | 0.45% | 77 |
|
|
2016
Q4 | $1.54M | Buy |
37,189
+588
| +2% | +$24.4K | 0.43% | 79 |
|
|
2016
Q3 | $1.55M | Buy |
36,601
+5,379
| +17% | +$228K | 0.44% | 77 |
|
|
2016
Q2 | $1.42M | Buy |
31,222
+1,020
| +3% | +$46.2K | 0.39% | 81 |
|
|
2016
Q1 | $1.4M | Sell |
30,202
-5,362
| -15% | -$249K | 0.38% | 82 |
|
|
2015
Q4 | $1.53M | Buy |
35,564
+12,984
| +58% | +$557K | 0.4% | 80 |
|
|
2015
Q3 | $905K | Sell |
22,580
-771
| -3% | -$30.9K | 0.23% | 111 |
|
|
2015
Q2 | $916K | Sell |
23,351
-5,030
| -18% | -$197K | 0.25% | 106 |
|
|
2015
Q1 | $1.15M | Buy |
28,381
+4,848
| +21% | +$197K | 0.28% | 102 |
|
|
2014
Q4 | $994K | Sell |
23,533
-53,477
| -69% | -$2.26M | 0.27% | 103 |
|
|
2014
Q3 | $3.29M | Buy |
77,010
+3,925
| +5% | +$167K | 0.99% | 19 |
|
|
2014
Q2 | $3.1M | Buy |
73,085
+57,135
| +358% | +$2.42M | 1.1% | 11 |
|
|
2014
Q1 | $617K | Buy |
15,950
+3,090
| +24% | +$120K | 0.26% | 99 |
|
|
2013
Q4 | $531K | Sell |
12,860
-3,080
| -19% | -$127K | 0.3% | 100 |
|
|
2013
Q3 | $608K | Buy |
15,940
+3,042
| +24% | +$116K | 0.36% | 100 |
|
|
2013
Q2 | $521K | Buy |
+12,898
| New | +$521K | 0.29% | 107 |
|