SIAP
Sterling Investment Advisors (Pennsylvania)’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Sell |
20,641
-54
| -0.3% | -$3.82K | 0.32% | 80 |
|
|
2025
Q1 | $1.48M | Buy |
20,695
+4,086
| +25% | +$293K | 0.36% | 76 |
|
|
2024
Q4 | $1.03M | Buy |
16,609
+704
| +4% | +$43.8K | 0.25% | 81 |
|
|
2024
Q3 | $1.14M | Buy |
15,905
+1,012
| +7% | +$72.7K | 0.29% | 77 |
|
|
2024
Q2 | $948K | Sell |
14,893
-254
| -2% | -$16.2K | 0.26% | 80 |
|
|
2024
Q1 | $927K | Hold |
15,147
| – | – | 0.26% | 82 |
|
|
2023
Q4 | $893K | Sell |
15,147
-249
| -2% | -$14.7K | 0.28% | 78 |
|
|
2023
Q3 | $862K | Buy |
15,396
+14
| +0.1% | +$784 | 0.3% | 77 |
|
|
2023
Q2 | $926K | Sell |
15,382
-637
| -4% | -$38.4K | 0.31% | 77 |
|
|
2023
Q1 | $994K | Hold |
16,019
| – | – | 0.34% | 79 |
|
|
2022
Q4 | $1.02M | Buy |
16,019
+1,028
| +7% | +$65.4K | 0.36% | 70 |
|
|
2022
Q3 | $840K | Buy |
14,991
+12
| +0.1% | +$672 | 0.31% | 79 |
|
|
2022
Q2 | $942K | Buy |
14,979
+262
| +2% | +$16.5K | 0.32% | 76 |
|
|
2022
Q1 | $912K | Hold |
14,717
| – | – | 0.26% | 91 |
|
|
2021
Q4 | $871K | Buy |
14,717
+128
| +0.9% | +$7.58K | 0.25% | 92 |
|
|
2021
Q3 | $765K | Buy |
14,589
+545
| +4% | +$28.6K | 0.23% | 95 |
|
|
2021
Q2 | $760K | Buy |
14,044
+38
| +0.3% | +$2.06K | 0.22% | 100 |
|
|
2021
Q1 | $738K | Buy |
14,006
+331
| +2% | +$17.4K | 0.24% | 99 |
|
|
2020
Q4 | $750K | Buy |
13,675
+263
| +2% | +$14.4K | 0.25% | 88 |
|
|
2020
Q3 | $662K | Sell |
13,412
-786
| -6% | -$38.8K | 0.26% | 86 |
|
|
2020
Q2 | $634K | Buy |
14,198
+910
| +7% | +$40.6K | 0.26% | 87 |
|
|
2020
Q1 | $588K | Hold |
13,288
| – | – | 0.31% | 77 |
|
|
2019
Q4 | $735K | Sell |
13,288
-385
| -3% | -$21.3K | 0.34% | 71 |
|
|
2019
Q3 | $744K | Buy |
13,673
+8
| +0.1% | +$435 | 0.38% | 68 |
|
|
2019
Q2 | $696K | Sell |
13,665
-1,776
| -12% | -$90.5K | 0.36% | 74 |
|
|
2019
Q1 | $724K | Hold |
15,441
| – | – | 0.37% | 69 |
|
|
2018
Q4 | $731K | Buy |
15,441
+816
| +6% | +$38.6K | 0.43% | 60 |
|
|
2018
Q3 | $676K | Hold |
14,625
| – | – | 0.36% | 71 |
|
|
2018
Q2 | $641K | Hold |
14,625
| – | – | 0.38% | 70 |
|
|
2018
Q1 | $635K | Hold |
14,625
| – | – | 0.39% | 68 |
|
|
2017
Q4 | $671K | Hold |
14,625
| – | – | 0.42% | 68 |
|
|
2017
Q3 | $658K | Sell |
14,625
-76
| -0.5% | -$3.42K | 0.44% | 68 |
|
|
2017
Q2 | $659K | Sell |
14,701
-74
| -0.5% | -$3.32K | 0.44% | 67 |
|
|
2017
Q1 | $627K | Buy |
14,775
+1,400
| +10% | +$59.4K | 0.45% | 63 |
|
|
2016
Q4 | $555K | Buy |
+13,375
| New | +$555K | 0.44% | 60 |
|