Sequoia Financial Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $20.9M | Buy |
274,284
+18,689
| +7% | +$1.41M | 0.12% | 120 |
|
|
2025
Q4 | $17.9M | Buy |
255,595
+26,948
| +12% | +$1.88M | 0.1% | 142 |
|
|
2025
Q3 | $15.2M | Buy |
228,647
+17,716
| +8% | +$1.22M | 0.09% | 156 |
|
|
2025
Q2 | $14.9M | Buy |
210,931
+14,600
| +7% | +$1.04M | 0.1% | 150 |
|
|
2025
Q1 | $14.1M | Buy |
196,331
+40,178
| +26% | +$2.68M | 0.11% | 160 |
|
|
2024
Q4 | $9.72M | Buy |
156,153
+12,592
| +9% | +$822K | 0.09% | 174 |
|
|
2024
Q3 | $10.3M | Buy |
143,561
+37,632
| +36% | +$2.58M | 0.11% | 148 |
|
|
2024
Q2 | $6.74M | Buy |
105,929
+5,931
| +6% | +$367K | 0.08% | 161 |
|
|
2024
Q1 | $6.12M | Sell |
99,998
-13,439
| -12% | -$807K | 0.08% | 177 |
|
|
2023
Q4 | $6.68M | Buy |
113,437
+55,080
| +94% | +$3.13M | 0.08% | 185 |
|
|
2023
Q3 | $3.27M | Sell |
58,357
-4,499
| -7% | -$270K | 0.06% | 185 |
|
|
2023
Q2 | $3.79M | Buy |
62,856
+4,630
| +8% | +$288K | 0.07% | 183 |
|
|
2023
Q1 | $3.61M | Buy |
58,226
+6,738
| +13% | +$408K | 0.08% | 161 |
|
|
2022
Q4 | $3.28M | Buy |
51,488
+23,049
| +81% | +$1.39M | 0.08% | 156 |
|
|
2022
Q3 | $1.59M | Sell |
28,439
-5,029
| -15% | -$313K | 0.05% | 173 |
|
|
2022
Q2 | $2.11M | Buy |
33,468
+2,782
| +9% | +$176K | 0.06% | 169 |
|
|
2022
Q1 | $1.9M | Sell |
30,686
-11,518
| -27% | -$700K | 0.05% | 198 |
|
|
2021
Q4 | $2.5M | Buy |
42,204
+36,653
| +660% | +$2.04M | 0.07% | 163 |
|
|
2021
Q3 | $291K | Sell |
5,551
-33,741
| -86% | -$1.88M | 0.03% | 206 |
|
|
2021
Q2 | $2.13M | Buy |
39,292
+10,701
| +37% | +$582K | 0.08% | 148 |
|
|
2021
Q1 | $1.51M | Buy |
28,591
+1,685
| +6% | +$84.8K | 0.06% | 155 |
|
|
2020
Q4 | $1.48M | Buy |
26,906
+137
| +0.5% | +$7.08K | 0.07% | 147 |
|
|
2020
Q3 | $1.32M | Buy |
26,769
+3,794
| +17% | +$182K | 0.07% | 142 |
|
|
2020
Q2 | $1.03M | Buy |
22,975
+3,433
| +18% | +$158K | 0.06% | 143 |
|
|
2020
Q1 | $865K | Sell |
19,542
-799
| -4% | -$43.2K | 0.06% | 136 |
|
|
2019
Q4 | $1.13M | Sell |
20,341
-2,481
| -11% | -$133K | 0.07% | 133 |
|
|
2019
Q3 | $1.24M | Sell |
22,822
-980
| -4% | -$52.5K | 0.09% | 116 |
|
|
2019
Q2 | $1.21M | Buy |
23,802
+276
| +1% | +$13.5K | 0.09% | 117 |
|
|
2019
Q1 | $1.1M | Buy |
23,526
+11,141
| +90% | +$521K | 0.09% | 113 |
|
|
2018
Q4 | $586K | Sell |
12,385
-1,265
| -9% | -$60.5K | 0.07% | 132 |
|
|
2018
Q3 | $631K | Sell |
13,650
-318
| -2% | -$14.5K | 0.06% | 145 |
|
|
2018
Q2 | $613K | Buy |
13,968
+269
| +2% | +$11.6K | 0.07% | 139 |
|
|
2018
Q1 | $595K | Sell |
13,699
-635
| -4% | -$28.5K | 0.06% | 145 |
|
|
2017
Q4 | $658K | Sell |
14,334
-19,472
| -58% | -$895K | 0.07% | 137 |
|
|
2017
Q3 | $1.52M | Sell |
33,806
-8,720
| -21% | -$397K | 0.18% | 85 |
|
|
2017
Q2 | $1.91M | Buy |
42,526
+7,111
| +20% | +$314K | 0.24% | 77 |
|
|
2017
Q1 | $1.5M | Buy |
35,415
+31
| +0.1% | +$1.29K | 0.19% | 86 |
|
|
2016
Q4 | $1.47M | Buy |
35,384
+26,351
| +292% | +$1.1M | 0.21% | 78 |
|
|
2016
Q3 | $382K | Sell |
9,033
-2,923
| -24% | -$128K | 0.07% | 139 |
|
|
2016
Q2 | $542K | Buy |
11,956
+1,017
| +9% | +$46K | 0.15% | 109 |
|
|
2016
Q1 | $507K | Buy |
10,939
+3,170
| +41% | +$138K | 0.16% | 97 |
|
|
2015
Q4 | $334K | Buy |
7,769
+219
| +3% | +$9.29K | 0.13% | 116 |
|
|
2015
Q3 | $303K | Buy |
7,550
+195
| +3% | +$7.81K | 0.13% | 117 |
|
|
2015
Q2 | $289K | Sell |
7,355
-495
| -6% | -$20.1K | 0.12% | 144 |
|
|
2015
Q1 | $318K | Buy |
7,850
+2,964
| +61% | +$124K | 0.15% | 122 |
|
|
2014
Q4 | $206K | Buy |
4,886
+111
| +2% | +$4.74K | 0.14% | 150 |
|
|
2014
Q3 | $204K | Buy |
4,775
+5
| +0.1% | +$207 | 0.14% | 155 |
|
|
2014
Q2 | $202K | Sell |
4,770
-917
| -16% | -$37.2K | 0.15% | 151 |
|
|
2014
Q1 | $220K | Sell |
5,687
-1,999
| -26% | -$77.2K | 0.18% | 138 |
|
|
2013
Q4 | $318K | Buy |
+7,686
| New | +$303K | 0.26% | 96 |
|
Other funds holding KO
VCM
VPM
