Steward Partners Investment Advisory’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 | $29.3M | Sell |
414,078
-1,924
| -0.5% | -$136K | 0.23% | 88 |
|
|
2025
Q1 | $29.8M | Sell |
416,002
-15,563
| -4% | -$1.11M | 0.26% | 80 |
|
|
2024
Q4 | $26.9M | Buy |
431,565
+18,877
| +5% | +$1.18M | 0.24% | 87 |
|
|
2024
Q3 | $29.7M | Buy |
412,688
+30,147
| +8% | +$2.17M | 0.27% | 81 |
|
|
2024
Q2 | $24.3M | Buy |
382,541
+16,505
| +5% | +$1.05M | 0.26% | 80 |
|
|
2024
Q1 | $22.4M | Buy |
366,036
+16,770
| +5% | +$1.03M | 0.25% | 84 |
|
|
2023
Q4 | $20.6M | Buy |
349,266
+9,977
| +3% | +$588K | 0.28% | 72 |
|
|
2023
Q3 | $19M | Sell |
339,289
-43,576
| -11% | -$2.44M | 0.29% | 73 |
|
|
2023
Q2 | $23.1M | Buy |
382,865
+26,333
| +7% | +$1.59M | 0.35% | 59 |
|
|
2023
Q1 | $22.1M | Buy |
356,532
+37,322
| +12% | +$2.32M | 0.35% | 60 |
|
|
2022
Q4 | $20.3M | Sell |
319,210
-55,541
| -15% | -$3.53M | 0.35% | 66 |
|
|
2022
Q3 | $21M | Buy |
374,751
+99,913
| +36% | +$5.6M | 0.39% | 54 |
|
|
2022
Q2 | $17.3M | Sell |
274,838
-1,792
| -0.6% | -$113K | 0.32% | 74 |
|
|
2022
Q1 | $17.2M | Sell |
276,630
-2,788
| -1% | -$173K | 0.27% | 82 |
|
|
2021
Q4 | $16.5M | Buy |
279,418
+11,426
| +4% | +$677K | 0.25% | 90 |
|
|
2021
Q3 | $14.1M | Buy |
267,992
+1,083
| +0.4% | +$56.8K | 0.24% | 91 |
|
|
2021
Q2 | $14.4M | Sell |
266,909
-44,555
| -14% | -$2.41M | 0.24% | 93 |
|
|
2021
Q1 | $16.4M | Buy |
311,464
+48,206
| +18% | +$2.54M | 0.29% | 78 |
|
|
2020
Q4 | $14.4M | Sell |
263,258
-8,880
| -3% | -$487K | 0.31% | 74 |
|
|
2020
Q3 | $13.4M | Buy |
272,138
+51,424
| +23% | +$2.54M | 0.34% | 69 |
|
|
2020
Q2 | $9.86M | Buy |
220,714
+32,041
| +17% | +$1.43M | 0.28% | 90 |
|
|
2020
Q1 | $8.35M | Buy |
188,673
+10,247
| +6% | +$453K | 0.31% | 84 |
|
|
2019
Q4 | $9.88M | Sell |
178,426
-1,254
| -0.7% | -$69.4K | 0.29% | 80 |
|
|
2019
Q3 | $9.78M | Buy |
179,680
+4,967
| +3% | +$270K | 0.33% | 68 |
|
|
2019
Q2 | $8.9M | Buy |
174,713
+257
| +0.1% | +$13.1K | 0.33% | 71 |
|
|
2019
Q1 | $8.18M | Buy |
174,456
+8,697
| +5% | +$408K | 0.35% | 71 |
|
|
2018
Q4 | $7.85M | Buy |
165,759
+14,978
| +10% | +$709K | 0.38% | 67 |
|
|
2018
Q3 | $6.97M | Buy |
150,781
+8,589
| +6% | +$397K | 0.33% | 72 |
|
|
2018
Q2 | $6.24M | Buy |
142,192
+41,711
| +42% | +$1.83M | 0.37% | 61 |
|
|
2018
Q1 | $4.36M | Buy |
100,481
+2,247
| +2% | +$97.6K | 0.3% | 82 |
|
|
2017
Q4 | $4.51M | Buy |
98,234
+6,395
| +7% | +$293K | 0.34% | 71 |
|
|
2017
Q3 | $4.13M | Buy |
91,839
+2,388
| +3% | +$107K | 0.42% | 60 |
|
|
2017
Q2 | $4.01M | Buy |
89,451
+17,758
| +25% | +$796K | 0.45% | 57 |
|
|
2017
Q1 | $3.04M | Buy |
+71,693
| New | +$3.04M | 0.46% | 56 |
|