Tiemann Investment Advisors’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
$447K Buy
6,323
+125
+2% +$8.84K 0.18% 101
2025
Q1
$444K Hold
6,198
0.2% 91
2024
Q4
$386K Sell
6,198
-64
-1% -$3.99K 0.17% 101
2024
Q3
$450K Sell
6,262
-105
-2% -$7.55K 0.19% 101
2024
Q2
$405K Hold
6,367
0.18% 108
2024
Q1
$390K Hold
6,367
0.17% 115
2023
Q4
$375K Sell
6,367
-295
-4% -$17.4K 0.18% 114
2023
Q3
$373K Sell
6,662
-90
-1% -$5.04K 0.2% 108
2023
Q2
$407K Hold
6,752
0.21% 107
2023
Q1
$419K Sell
6,752
-50
-0.7% -$3.1K 0.23% 107
2022
Q4
$433K Sell
6,802
-125
-2% -$7.95K 0.25% 96
2022
Q3
$388K Hold
6,927
0.25% 92
2022
Q2
$436K Buy
6,927
+75
+1% +$4.72K 0.23% 94
2022
Q1
$425K Sell
6,852
-1,215
-15% -$75.4K 0.2% 112
2021
Q4
$478K Sell
8,067
-142
-2% -$8.41K 0.2% 111
2021
Q3
$431K Sell
8,209
-512
-6% -$26.9K 0.2% 112
2021
Q2
$472K Sell
8,721
-547
-6% -$29.6K 0.22% 107
2021
Q1
$489K Hold
9,268
0.24% 99
2020
Q4
$508K Buy
9,268
+9
+0.1% +$493 0.27% 92
2020
Q3
$457K Buy
9,259
+195
+2% +$9.63K 0.28% 87
2020
Q2
$405K Buy
9,064
+630
+7% +$28.2K 0.28% 90
2020
Q1
$373K Sell
8,434
-100
-1% -$4.42K 0.32% 79
2019
Q4
$472K Sell
8,534
-953
-10% -$52.7K 0.32% 80
2019
Q3
$516K Buy
9,487
+189
+2% +$10.3K 0.38% 70
2019
Q2
$473K Sell
9,298
-40
-0.4% -$2.04K 0.34% 80
2019
Q1
$438K Sell
9,338
-150
-2% -$7.04K 0.33% 84
2018
Q4
$449K Sell
9,488
-32
-0.3% -$1.51K 0.4% 68
2018
Q3
$440K Sell
9,520
-220
-2% -$10.2K 0.33% 89
2018
Q2
$427K Buy
9,740
+5
+0.1% +$219 0.34% 86
2018
Q1
$423K Sell
9,735
-100
-1% -$4.35K 0.34% 87
2017
Q4
$451K Buy
9,835
+9
+0.1% +$413 0.36% 81
2017
Q3
$442K Sell
9,826
-145
-1% -$6.52K 0.37% 78
2017
Q2
$447K Buy
9,971
+5
+0.1% +$224 0.4% 73
2017
Q1
$423K Sell
9,966
-395
-4% -$16.8K 0.39% 72
2016
Q4
$430K Sell
10,361
-841
-8% -$34.9K 0.42% 72
2016
Q3
$474K Sell
11,202
-96
-0.8% -$4.06K 0.43% 74
2016
Q2
$512K Sell
11,298
-396
-3% -$17.9K 0.48% 66
2016
Q1
$543K Hold
11,694
0.54% 58
2015
Q4
$502K Sell
11,694
-3,092
-21% -$133K 0.51% 62
2015
Q3
$593K Sell
14,786
-554
-4% -$22.2K 0.65% 49
2015
Q2
$602K Buy
15,340
+110
+0.7% +$4.32K 0.62% 55
2015
Q1
$618K Buy
15,230
+245
+2% +$9.94K 0.64% 50
2014
Q4
$633K Sell
14,985
-993
-6% -$41.9K 0.68% 46
2014
Q3
$682K Sell
15,978
-520
-3% -$22.2K 0.76% 39
2014
Q2
$699K Sell
16,498
-10
-0.1% -$424 0.78% 39
2014
Q1
$638K Buy
16,508
+875
+6% +$33.8K 0.72% 42
2013
Q4
$646K Buy
+15,633
New +$646K 0.76% 40