Successful Portfolios’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 | $1.2M | Buy |
17,025
+1
| +0% | +$71 | 0.74% | 32 |
|
|
2025
Q1 | $1.22M | Hold |
17,024
| – | – | 0.83% | 31 |
|
|
2024
Q4 | $1.06M | Buy |
17,024
+2
| +0% | +$125 | 0.71% | 33 |
|
|
2024
Q3 | $1.22M | Buy |
17,022
+46
| +0.3% | +$3.31K | 0.83% | 33 |
|
|
2024
Q2 | $1.08M | Sell |
16,976
-1,331
| -7% | -$84.7K | 0.75% | 35 |
|
|
2024
Q1 | $1.12M | Sell |
18,307
-215
| -1% | -$13.2K | 0.76% | 34 |
|
|
2023
Q4 | $1.09M | Buy |
18,522
+110
| +0.6% | +$6.48K | 0.82% | 33 |
|
|
2023
Q3 | $1.03M | Buy |
18,412
+61
| +0.3% | +$3.42K | 0.91% | 30 |
|
|
2023
Q2 | $1.11M | Sell |
18,351
-2,119
| -10% | -$128K | 0.95% | 26 |
|
|
2023
Q1 | $1.27M | Buy |
20,470
+187
| +0.9% | +$11.6K | 0.8% | 29 |
|
|
2022
Q4 | $1.29M | Sell |
20,283
-166
| -0.8% | -$10.6K | 0.84% | 26 |
|
|
2022
Q3 | $1.15M | Buy |
20,449
+5
| +0% | +$280 | 0.83% | 28 |
|
|
2022
Q2 | $1.29M | Sell |
20,444
-1
| -0% | -$63 | 0.87% | 26 |
|
|
2022
Q1 | $1.27M | Buy |
20,445
+2,155
| +12% | +$134K | 0.72% | 33 |
|
|
2021
Q4 | $1.08M | Sell |
18,290
-15
| -0.1% | -$888 | 0.59% | 42 |
|
|
2021
Q3 | $960K | Sell |
18,305
-75
| -0.4% | -$3.93K | 0.57% | 44 |
|
|
2021
Q2 | $995K | Hold |
18,380
| – | – | 0.6% | 42 |
|
|
2021
Q1 | $969K | Buy |
18,380
+185
| +1% | +$9.75K | 0.64% | 42 |
|
|
2020
Q4 | $998K | Buy |
18,195
+215
| +1% | +$11.8K | 0.72% | 37 |
|
|
2020
Q3 | $888K | Buy |
17,980
+181
| +1% | +$8.94K | 0.71% | 38 |
|
|
2020
Q2 | $795K | Buy |
17,799
+216
| +1% | +$9.65K | 0.7% | 38 |
|
|
2020
Q1 | $778K | Sell |
17,583
-33
| -0.2% | -$1.46K | 0.79% | 34 |
|
|
2019
Q4 | $975K | Hold |
17,616
| – | – | 0.87% | 30 |
|
|
2019
Q3 | $959K | Buy |
17,616
+172
| +1% | +$9.36K | 0.9% | 30 |
|
|
2019
Q2 | $888K | Sell |
17,444
-110
| -0.6% | -$5.6K | 0.95% | 28 |
|
|
2019
Q1 | $823K | Sell |
17,554
-143
| -0.8% | -$6.7K | 0.9% | 33 |
|
|
2018
Q4 | $838K | Sell |
17,697
-92
| -0.5% | -$4.36K | 1.07% | 26 |
|
|
2018
Q3 | $822K | Sell |
17,789
-139
| -0.8% | -$6.42K | 0.9% | 32 |
|
|
2018
Q2 | $786K | Sell |
17,928
-154
| -0.9% | -$6.75K | 0.92% | 34 |
|
|
2018
Q1 | $785K | Sell |
18,082
-222
| -1% | -$9.64K | 0.95% | 33 |
|
|
2017
Q4 | $840K | Buy |
+18,304
| New | +$840K | 1.04% | 25 |
|