SIA
Schechter Investment Advisors’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.63M | Buy |
36,657
+8,619
| +31% | +$617K | 0.22% | 92 |
|
|
2024
Q4 | $1.75M | Sell |
28,038
-1,753
| -6% | -$109K | 0.13% | 144 |
|
|
2024
Q3 | $2.14M | Buy |
29,791
+340
| +1% | +$24.4K | 0.16% | 121 |
|
|
2024
Q2 | $1.87M | Sell |
29,451
-146
| -0.5% | -$9.29K | 0.14% | 131 |
|
|
2024
Q1 | $1.81M | Buy |
29,597
+197
| +0.7% | +$12.1K | 0.14% | 138 |
|
|
2023
Q4 | $1.73M | Buy |
29,400
+3,811
| +15% | +$225K | 0.15% | 133 |
|
|
2023
Q3 | $1.43M | Sell |
25,589
-2,491
| -9% | -$139K | 0.14% | 153 |
|
|
2023
Q2 | $1.69M | Buy |
28,080
+1,201
| +4% | +$72.3K | 0.15% | 138 |
|
|
2023
Q1 | $1.67M | Sell |
26,879
-591
| -2% | -$36.7K | 0.15% | 149 |
|
|
2022
Q4 | $1.75M | Buy |
27,470
+5,046
| +23% | +$321K | 0.16% | 142 |
|
|
2022
Q3 | $1.26M | Sell |
22,424
-5,285
| -19% | -$296K | 0.12% | 215 |
|
|
2022
Q2 | $1.74M | Buy |
27,709
+5,643
| +26% | +$355K | 0.17% | 117 |
|
|
2022
Q1 | $1.37M | Buy |
22,066
+3,908
| +22% | +$242K | 0.13% | 195 |
|
|
2021
Q4 | $1.08M | Buy |
+18,158
| New | +$1.08M | 0.1% | 277 |
|