Stifel Financial’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $608M | Sell |
8,592,911
-114,150
| -1% | -$8.08M | 0.59% | 27 |
|
|
2025
Q1 | $624M | Buy |
8,707,061
+156,790
| +2% | +$11.2M | 0.66% | 24 |
|
|
2024
Q4 | $532M | Buy |
8,550,271
+41,332
| +0.5% | +$2.57M | 0.55% | 32 |
|
|
2024
Q3 | $611M | Buy |
8,508,939
+156,101
| +2% | +$11.2M | 0.64% | 26 |
|
|
2024
Q2 | $532M | Buy |
8,352,838
+60,161
| +0.7% | +$3.83M | 0.6% | 29 |
|
|
2024
Q1 | $507M | Buy |
8,292,677
+133,197
| +2% | +$8.15M | 0.58% | 32 |
|
|
2023
Q4 | $481M | Sell |
8,159,480
-7,366
| -0.1% | -$434K | 0.61% | 27 |
|
|
2023
Q3 | $457M | Buy |
8,166,846
+195,327
| +2% | +$10.9M | 0.64% | 24 |
|
|
2023
Q2 | $480M | Buy |
7,971,519
+162,118
| +2% | +$9.76M | 0.66% | 25 |
|
|
2023
Q1 | $484M | Buy |
7,809,401
+260,693
| +3% | +$16.2M | 0.69% | 24 |
|
|
2022
Q4 | $480M | Buy |
7,548,708
+325,231
| +5% | +$20.7M | 0.72% | 21 |
|
|
2022
Q3 | $405M | Buy |
7,223,477
+178,140
| +3% | +$9.98M | 0.66% | 27 |
|
|
2022
Q2 | $443M | Buy |
7,045,337
+293,316
| +4% | +$18.5M | 0.69% | 22 |
|
|
2022
Q1 | $419M | Buy |
6,752,021
+82,486
| +1% | +$5.11M | 0.57% | 33 |
|
|
2021
Q4 | $395M | Buy |
6,669,535
+311,238
| +5% | +$18.4M | 0.52% | 40 |
|
|
2021
Q3 | $334M | Buy |
6,358,297
+203,484
| +3% | +$10.7M | 0.49% | 45 |
|
|
2021
Q2 | $333M | Buy |
6,154,813
+249,874
| +4% | +$13.5M | 0.5% | 45 |
|
|
2021
Q1 | $311M | Buy |
5,904,939
+113,309
| +2% | +$5.97M | 0.51% | 41 |
|
|
2020
Q4 | $318M | Buy |
5,791,630
+252,460
| +5% | +$13.8M | 0.57% | 36 |
|
|
2020
Q3 | $273M | Buy |
5,539,170
+359,052
| +7% | +$17.7M | 0.56% | 40 |
|
|
2020
Q2 | $231M | Buy |
5,180,118
+206,465
| +4% | +$9.22M | 0.53% | 40 |
|
|
2020
Q1 | $220M | Sell |
4,973,653
-1,405,040
| -22% | -$62.1M | 0.61% | 34 |
|
|
2019
Q4 | $353M | Buy |
6,378,693
+1,196,490
| +23% | +$66.2M | 0.74% | 19 |
|
|
2019
Q3 | $282M | Buy |
5,182,203
+30,959
| +0.6% | +$1.68M | 0.72% | 22 |
|
|
2019
Q2 | $262M | Buy |
5,151,244
+321,909
| +7% | +$16.4M | 0.68% | 21 |
|
|
2019
Q1 | $226M | Buy |
4,829,335
+1,140,667
| +31% | +$53.4M | 0.64% | 24 |
|
|
2018
Q4 | $175M | Sell |
3,688,668
-651,485
| -15% | -$30.9M | 0.56% | 29 |
|
|
2018
Q3 | $200M | Buy |
4,340,153
+14,129
| +0.3% | +$653K | 0.57% | 28 |
|
|
2018
Q2 | $190M | Sell |
4,326,024
-32,014
| -0.7% | -$1.4M | 0.58% | 28 |
|
|
2018
Q1 | $189M | Buy |
4,358,038
+47,482
| +1% | +$2.06M | 0.6% | 27 |
|
|
2017
Q4 | $198M | Buy |
4,310,556
+65,343
| +2% | +$3M | 0.63% | 29 |
|
|
2017
Q3 | $191M | Buy |
4,245,213
+74,469
| +2% | +$3.35M | 0.66% | 25 |
|
|
2017
Q2 | $187M | Buy |
4,170,744
+150,533
| +4% | +$6.74M | 0.69% | 20 |
|
|
2017
Q1 | $170M | Buy |
4,020,211
+163,069
| +4% | +$6.91M | 0.66% | 22 |
|
|
2016
Q4 | $160M | Buy |
3,857,142
+194,165
| +5% | +$8.04M | 0.68% | 21 |
|
|
2016
Q3 | $155M | Buy |
3,662,977
+182,423
| +5% | +$7.71M | 0.7% | 21 |
|
|
2016
Q2 | $158M | Buy |
3,480,554
+207,105
| +6% | +$9.39M | 0.73% | 21 |
|
|
2016
Q1 | $152M | Buy |
3,273,449
+80,839
| +3% | +$3.75M | 0.81% | 17 |
|
|
2015
Q4 | $137M | Buy |
3,192,610
+726,900
| +29% | +$31.2M | 0.71% | 18 |
|
|
2015
Q3 | $98.9M | Buy |
2,465,710
+119,382
| +5% | +$4.79M | 0.56% | 32 |
|
|
2015
Q2 | $91.9M | Buy |
2,346,328
+1,127,624
| +93% | +$44.2M | 0.48% | 37 |
|
|
2015
Q1 | $49.4M | Sell |
1,218,704
-34,725
| -3% | -$1.41M | 0.27% | 83 |
|
|
2014
Q4 | $52.9M | Buy |
1,253,429
+415,803
| +50% | +$17.6M | 0.29% | 74 |
|
|
2014
Q3 | $35.7M | Buy |
837,626
+23,109
| +3% | +$986K | 0.31% | 61 |
|
|
2014
Q2 | $34.5M | Sell |
814,517
-8,920
| -1% | -$378K | 0.31% | 56 |
|
|
2014
Q1 | $31.8M | Buy |
+823,437
| New | +$31.8M | 0.3% | 58 |
|