SIA
Soltis Investment Advisors’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.56M | Buy |
106,853
+5,851
| +6% | +$414K | 0.59% | 34 |
|
|
2025
Q1 | $7.23M | Buy |
101,002
+1,027
| +1% | +$73.6K | 0.65% | 37 |
|
|
2024
Q4 | $6.22M | Buy |
99,975
+2,409
| +2% | +$150K | 0.58% | 39 |
|
|
2024
Q3 | $7.01M | Sell |
97,566
-23,530
| -19% | -$1.69M | 0.69% | 39 |
|
|
2024
Q2 | $7.71M | Sell |
121,096
-834
| -0.7% | -$53.1K | 0.82% | 24 |
|
|
2024
Q1 | $7.46M | Buy |
121,930
+4,802
| +4% | +$294K | 0.84% | 26 |
|
|
2023
Q4 | $6.9M | Sell |
117,128
-7,524
| -6% | -$443K | 0.78% | 31 |
|
|
2023
Q3 | $6.98M | Buy |
124,652
+7,439
| +6% | +$416K | 0.9% | 20 |
|
|
2023
Q2 | $7.06M | Buy |
117,213
+9,991
| +9% | +$602K | 0.82% | 21 |
|
|
2023
Q1 | $6.65M | Buy |
107,222
+13,627
| +15% | +$845K | 0.85% | 23 |
|
|
2022
Q4 | $5.95M | Buy |
93,595
+14,583
| +18% | +$928K | 0.78% | 26 |
|
|
2022
Q3 | $4.43M | Buy |
79,012
+15,210
| +24% | +$852K | 0.67% | 33 |
|
|
2022
Q2 | $4.01M | Sell |
63,802
-5,458
| -8% | -$343K | 0.58% | 38 |
|
|
2022
Q1 | $4.29M | Buy |
69,260
+12,885
| +23% | +$799K | 0.6% | 35 |
|
|
2021
Q4 | $3.34M | Buy |
56,375
+4,275
| +8% | +$253K | 0.47% | 40 |
|
|
2021
Q3 | $2.73M | Buy |
52,100
+3,021
| +6% | +$159K | 0.42% | 48 |
|
|
2021
Q2 | $2.66M | Buy |
49,079
+6,390
| +15% | +$346K | 0.42% | 45 |
|
|
2021
Q1 | $2.25M | Buy |
42,689
+9,635
| +29% | +$508K | 0.41% | 44 |
|
|
2020
Q4 | $1.81M | Buy |
33,054
+6,056
| +22% | +$332K | 0.34% | 50 |
|
|
2020
Q3 | $1.33M | Sell |
26,998
-493
| -2% | -$24.3K | 0.31% | 68 |
|
|
2020
Q2 | $1.23M | Buy |
27,491
+5,421
| +25% | +$242K | 0.32% | 56 |
|
|
2020
Q1 | $977K | Buy |
22,070
+7,211
| +49% | +$319K | 0.3% | 50 |
|
|
2019
Q4 | $822K | Buy |
+14,859
| New | +$822K | 0.16% | 60 |
|