TFA
Toth Financial Advisory’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.1M | Buy |
100,330
+2,648
| +3% | +$187K | 0.83% | 45 |
|
|
2025
Q1 | $7M | Buy |
97,682
+1,190
| +1% | +$85.2K | 0.84% | 43 |
|
|
2024
Q4 | $6.01M | Buy |
96,492
+2,953
| +3% | +$184K | 0.71% | 52 |
|
|
2024
Q3 | $6.72M | Sell |
93,539
-62
| -0.1% | -$4.46K | 0.79% | 46 |
|
|
2024
Q2 | $5.96M | Buy |
93,601
+5,520
| +6% | +$351K | 0.76% | 48 |
|
|
2024
Q1 | $5.39M | Buy |
88,081
+4,120
| +5% | +$252K | 0.67% | 53 |
|
|
2023
Q4 | $4.95M | Sell |
83,961
-1,387
| -2% | -$81.7K | 0.67% | 52 |
|
|
2023
Q3 | $4.78M | Sell |
85,348
-1,467
| -2% | -$82.1K | 0.73% | 49 |
|
|
2023
Q2 | $5.23M | Buy |
86,815
+752
| +0.9% | +$45.3K | 0.76% | 49 |
|
|
2023
Q1 | $5.34M | Buy |
86,063
+567
| +0.7% | +$35.2K | 0.83% | 46 |
|
|
2022
Q4 | $5.44M | Buy |
85,496
+1,005
| +1% | +$63.9K | 0.88% | 44 |
|
|
2022
Q3 | $4.73M | Buy |
84,491
+3,397
| +4% | +$190K | 0.86% | 47 |
|
|
2022
Q2 | $5.1M | Buy |
81,094
+4,433
| +6% | +$279K | 0.89% | 47 |
|
|
2022
Q1 | $4.75M | Buy |
76,661
+299
| +0.4% | +$18.5K | 0.71% | 54 |
|
|
2021
Q4 | $4.52M | Buy |
76,362
+3,256
| +4% | +$193K | 0.62% | 54 |
|
|
2021
Q3 | $3.84M | Buy |
73,106
+5,846
| +9% | +$307K | 0.58% | 59 |
|
|
2021
Q2 | $3.64M | Buy |
67,260
+3,852
| +6% | +$208K | 0.56% | 64 |
|
|
2021
Q1 | $3.34M | Sell |
63,408
-1,007
| -2% | -$53.1K | 0.53% | 64 |
|
|
2020
Q4 | $3.53M | Buy |
64,415
+468
| +0.7% | +$25.7K | 0.61% | 60 |
|
|
2020
Q3 | $3.16M | Buy |
63,947
+2
| +0% | +$99 | 0.61% | 59 |
|
|
2020
Q2 | $2.86M | Buy |
63,945
+2,069
| +3% | +$92.4K | 0.62% | 55 |
|
|
2020
Q1 | $2.74M | Sell |
61,876
-1,397
| -2% | -$61.8K | 0.79% | 49 |
|
|
2019
Q4 | $3.5M | Sell |
63,273
-58
| -0.1% | -$3.21K | 0.71% | 52 |
|
|
2019
Q3 | $3.45M | Sell |
63,331
-75
| -0.1% | -$4.08K | 0.76% | 50 |
|
|
2019
Q2 | $3.23M | Sell |
63,406
-247
| -0.4% | -$12.6K | 0.72% | 54 |
|
|
2019
Q1 | $2.98M | Sell |
63,653
-10,224
| -14% | -$479K | 0.7% | 55 |
|
|
2018
Q4 | $3.5M | Buy |
73,877
+8,310
| +13% | +$393K | 0.96% | 43 |
|
|
2018
Q3 | $3.03M | Sell |
65,567
-5,977
| -8% | -$276K | 0.67% | 55 |
|
|
2018
Q2 | $3.14M | Sell |
71,544
-1,410
| -2% | -$61.8K | 0.74% | 50 |
|
|
2018
Q1 | $3.17M | Sell |
72,954
-2,840
| -4% | -$123K | 0.77% | 49 |
|
|
2017
Q4 | $3.48M | Sell |
75,794
-1,070
| -1% | -$49.1K | 0.82% | 49 |
|
|
2017
Q3 | $3.46M | Sell |
76,864
-1,621
| -2% | -$73K | 0.87% | 47 |
|
|
2017
Q2 | $3.52M | Sell |
78,485
-2,017
| -3% | -$90.5K | 0.92% | 47 |
|
|
2017
Q1 | $3.42M | Sell |
80,502
-2,982
| -4% | -$127K | 0.91% | 50 |
|
|
2016
Q4 | $3.46M | Sell |
83,484
-2,934
| -3% | -$122K | 0.99% | 44 |
|
|
2016
Q3 | $3.66M | Sell |
86,418
-1,890
| -2% | -$80K | 1.07% | 40 |
|
|
2016
Q2 | $4M | Sell |
88,308
-1,020
| -1% | -$46.2K | 1.22% | 35 |
|
|
2016
Q1 | $4.14M | Sell |
89,328
-1,821
| -2% | -$84.5K | 1.35% | 31 |
|
|
2015
Q4 | $3.92M | Buy |
91,149
+1,014
| +1% | +$43.6K | 1.3% | 34 |
|
|
2015
Q3 | $3.62M | Sell |
90,135
-85
| -0.1% | -$3.41K | 1.32% | 34 |
|
|
2015
Q2 | $3.54M | Sell |
90,220
-528
| -0.6% | -$20.7K | 1.18% | 37 |
|
|
2015
Q1 | $3.68M | Sell |
90,748
-2,183
| -2% | -$88.5K | 1.23% | 38 |
|
|
2014
Q4 | $3.92M | Buy |
92,931
+7,045
| +8% | +$297K | 1.36% | 32 |
|
|
2014
Q3 | $3.66M | Buy |
85,886
+1,186
| +1% | +$50.6K | 1.38% | 33 |
|
|
2014
Q2 | $3.59M | Buy |
84,700
+2,966
| +4% | +$126K | 1.36% | 34 |
|
|
2014
Q1 | $3.16M | Buy |
81,734
+270
| +0.3% | +$10.4K | 1.28% | 36 |
|
|
2013
Q4 | $3.37M | Sell |
81,464
-959
| -1% | -$39.6K | 1.43% | 31 |
|
|
2013
Q3 | $3.12M | Buy |
82,423
+277
| +0.3% | +$10.5K | 1.46% | 31 |
|
|
2013
Q2 | $3.3M | Buy |
+82,146
| New | +$3.3M | 1.62% | 27 |
|