Tiedemann Advisors’s Coca-Cola KO Stock Holding History

Tiedemann Advisors’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$1.26M	Buy	22,329 +3,937	+21%	+$222K	0.05%	105
2023 Q2	$1.12M	Buy	18,392 +4,247	+30%	+$258K	0.05%	107
2023 Q1	$884K	Sell	14,145 -19	-0.1%	-$1.19K	0.04%	121
2022 Q4	$901K	Buy	14,164 +493	+4%	+$31.4K	0.04%	124
2022 Q3	$771K	Buy	13,671 +1,058	+8%	+$59.7K	0.05%	128
2022 Q2	$801K	Sell	12,613 -1,146	-8%	-$72.8K	0.06%	127
2022 Q1	$858K	Buy	13,759 +491	+4%	+$30.6K	0.04%	152
2021 Q4	$787K	Buy	13,268 +98	+0.7%	+$5.81K	0.04%	158
2021 Q3	$697K	Sell	13,170 -3,991	-23%	-$211K	0.04%	164
2021 Q2	$935K	Sell	17,161 -874	-5%	-$47.6K	0.04%	178
2021 Q1	$959K	Buy	18,035 +6,153	+52%	+$327K	0.04%	166
2020 Q4	$652K	Buy	11,882 +1,803	+18%	+$98.9K	0.03%	184
2020 Q3	$503K	Sell	10,079 -243	-2%	-$12.1K	0.02%	227
2020 Q2	$466K	Sell	10,322 -675	-6%	-$30.5K	0.02%	216
2020 Q1	$491K	Buy	10,997 +1,055	+11%	+$47.1K	0.03%	206
2019 Q4	$552K	Sell	9,942 -4,825	-33%	-$268K	0.03%	205
2019 Q3	$811K	Sell	14,767 -67	-0.5%	-$3.68K	0.04%	189
2019 Q2	$762K	Sell	14,834 -2,309	-13%	-$119K	0.04%	175
2019 Q1	$813K	Sell	17,143 -591	-3%	-$28K	0.04%	242
2018 Q4	$842K	Sell	17,734 -2,175	-11%	-$103K	0.04%	226
2018 Q3	$926K	Buy	19,909 +220	+1%	+$10.2K	0.05%	176
2018 Q2	$875K	Sell	19,689 -2,334	-11%	-$104K	0.06%	176
2018 Q1	$967K	Sell	22,023 -856	-4%	-$37.6K	0.07%	150
2017 Q4	$1.05M	Sell	22,879 -5,961	-21%	-$273K	0.08%	117
2017 Q3	$1.29M	Sell	28,840 -14,313	-33%	-$640K	0.12%	122
2017 Q2	$1.94M	Buy	43,153 +8,129	+23%	+$365K	0.14%	127
2017 Q1	$1.49M	Buy	35,024 +14,939	+74%	+$634K	0.12%	141
2016 Q4	$831K	Buy	20,085 +7,573	+61%	+$313K	0.08%	170
2016 Q3	$532K	Buy	12,512 +5,312	+74%	+$226K	0.11%	91
2016 Q2	$326K	Sell	7,200 -800	-10%	-$36.2K	0.31%	48
2016 Q1	$371K	Sell	8,000 -800	-9%	-$37.1K	0.29%	46
2015 Q4	$377K	Buy	+8,800	New	+$377K	0.15%	49