Salem Investment Counselors’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 | $7.66M | Buy |
107,623
+14
| +0% | +$996 | 0.24% | 63 |
|
|
2025
Q1 | $7.75M | Sell |
107,609
-1,970
| -2% | -$142K | 0.27% | 62 |
|
|
2024
Q4 | $6.82M | Sell |
109,579
-1,008
| -0.9% | -$62.8K | 0.22% | 65 |
|
|
2024
Q3 | $7.99M | Buy |
110,587
+1,098
| +1% | +$79.3K | 0.24% | 61 |
|
|
2024
Q2 | $7.01M | Sell |
109,489
-645
| -0.6% | -$41.3K | 0.23% | 66 |
|
|
2024
Q1 | $6.78M | Sell |
110,134
-1,677
| -1% | -$103K | 0.22% | 68 |
|
|
2023
Q4 | $6.59M | Sell |
111,811
-588
| -0.5% | -$34.7K | 0.23% | 65 |
|
|
2023
Q3 | $6.33M | Sell |
112,399
-1,804
| -2% | -$102K | 0.24% | 65 |
|
|
2023
Q2 | $6.92M | Sell |
114,203
-124
| -0.1% | -$7.51K | 0.25% | 63 |
|
|
2023
Q1 | $7.13M | Sell |
114,327
-3,692
| -3% | -$230K | 0.29% | 66 |
|
|
2022
Q4 | $7.51M | Buy |
118,019
+7,841
| +7% | +$499K | 0.32% | 57 |
|
|
2022
Q3 | $6.21M | Sell |
110,178
-314
| -0.3% | -$17.7K | 0.28% | 58 |
|
|
2022
Q2 | $6.99M | Sell |
110,492
-2,290
| -2% | -$145K | 0.32% | 52 |
|
|
2022
Q1 | $6.99M | Buy |
112,782
+249
| +0.2% | +$15.4K | 0.27% | 60 |
|
|
2021
Q4 | $6.66M | Sell |
112,533
-1,127
| -1% | -$66.7K | 0.23% | 66 |
|
|
2021
Q3 | $5.96M | Sell |
113,660
-182
| -0.2% | -$9.55K | 0.33% | 66 |
|
|
2021
Q2 | $6.16M | Buy |
113,842
+1,065
| +0.9% | +$57.6K | 0.34% | 66 |
|
|
2021
Q1 | $5.94M | Sell |
112,777
-552
| -0.5% | -$29.1K | 0.36% | 62 |
|
|
2020
Q4 | $6.22M | Buy |
113,329
+3,098
| +3% | +$170K | 0.41% | 59 |
|
|
2020
Q3 | $5.44M | Sell |
110,231
-500
| -0.5% | -$24.7K | 0.42% | 56 |
|
|
2020
Q2 | $4.95M | Buy |
110,731
+475
| +0.4% | +$21.2K | 0.42% | 55 |
|
|
2020
Q1 | $4.88M | Buy |
110,256
+855
| +0.8% | +$37.8K | 0.5% | 52 |
|
|
2019
Q4 | $6.06M | Buy |
109,401
+408
| +0.4% | +$22.6K | 0.5% | 52 |
|
|
2019
Q3 | $5.93M | Sell |
108,993
-1,612
| -1% | -$87.8K | 0.55% | 49 |
|
|
2019
Q2 | $5.63M | Sell |
110,605
-18,535
| -14% | -$944K | 0.52% | 52 |
|
|
2019
Q1 | $5.97M | Buy |
129,140
+1,600
| +1% | +$73.9K | 0.61% | 40 |
|
|
2018
Q4 | $6.04M | Sell |
127,540
-1,600
| -1% | -$75.8K | 0.76% | 33 |
|
|
2018
Q3 | $5.97M | Buy |
129,140
+702
| +0.5% | +$32.4K | 0.61% | 40 |
|
|
2018
Q2 | $5.63M | Sell |
128,438
-4,545
| -3% | -$199K | 0.52% | 42 |
|
|
2018
Q1 | $5.73M | Sell |
132,983
-1,174
| -0.9% | -$50.6K | 0.65% | 43 |
|
|
2017
Q4 | $6.16M | Buy |
134,157
+739
| +0.6% | +$33.9K | 0.67% | 40 |
|
|
2017
Q3 | $6M | Sell |
133,418
-1,734
| -1% | -$78K | 0.7% | 41 |
|
|
2017
Q2 | $6.06M | Buy |
135,152
+1,890
| +1% | +$84.8K | 0.7% | 38 |
|
|
2017
Q1 | $5.66M | Buy |
133,262
+495
| +0.4% | +$21K | 0.61% | 45 |
|
|
2016
Q4 | $5.51M | Buy |
132,767
+408
| +0.3% | +$16.9K | 0.63% | 48 |
|
|
2016
Q3 | $56K | Sell |
132,359
-269
| -0.2% | -$114 | 0.73% | 42 |
|
|
2016
Q2 | $6.01M | Sell |
132,628
-7,769
| -6% | -$352K | 0.72% | 44 |
|
|
2016
Q1 | $6.51M | Buy |
140,397
+2,650
| +2% | +$123K | 0.81% | 40 |
|
|
2015
Q4 | $5.92M | Buy |
137,747
+1
| +0% | +$43 | 0.75% | 42 |
|
|
2015
Q3 | $5.48M | Buy |
137,746
+5,901
| +4% | +$235K | 0.72% | 38 |
|
|
2015
Q2 | $5.17M | Sell |
131,845
-6,800
| -5% | -$267K | 0.63% | 47 |
|
|
2015
Q1 | $5.62M | Sell |
138,645
-15,804
| -10% | -$641K | 0.67% | 45 |
|
|
2014
Q4 | $6.52M | Buy |
154,449
+93
| +0.1% | +$3.93K | 0.78% | 40 |
|
|
2014
Q3 | $6.59M | Sell |
154,356
-3,954
| -2% | -$169K | 0.79% | 42 |
|
|
2014
Q2 | $6.71M | Sell |
158,310
-2,275
| -1% | -$96.4K | 0.81% | 37 |
|
|
2014
Q1 | $6.21M | Sell |
160,585
-12,000
| -7% | -$464K | 0.77% | 44 |
|
|
2013
Q4 | $7.13M | Buy |
172,585
+1,750
| +1% | +$72.3K | 0.93% | 31 |
|
|
2013
Q3 | $6.47M | Buy |
170,835
+1,150
| +0.7% | +$43.6K | 0.9% | 32 |
|
|
2013
Q2 | $6.81M | Buy |
+169,685
| New | +$6.81M | 0.98% | 31 |
|