Transamerica Financial 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 | $958K | Sell |
13,535
-548
| -4% | -$38.8K | 0.09% | 152 |
|
|
2025
Q1 | $1.01M | Sell |
14,083
-1,620
| -10% | -$116K | 0.1% | 151 |
|
|
2024
Q4 | $978K | Buy |
15,703
+2,183
| +16% | +$136K | 0.1% | 149 |
|
|
2024
Q3 | $972K | Sell |
13,520
-938
| -6% | -$67.4K | 0.09% | 160 |
|
|
2024
Q2 | $921K | Hold |
14,458
| – | – | 0.1% | 144 |
|
|
2024
Q1 | $885K | Buy |
14,458
+2,934
| +25% | +$180K | 0.09% | 163 |
|
|
2023
Q4 | $680K | Sell |
11,524
-5,894
| -34% | -$348K | 0.09% | 147 |
|
|
2023
Q3 | $976K | Sell |
17,418
-1,168
| -6% | -$65.4K | 0.13% | 130 |
|
|
2023
Q2 | $1.12M | Sell |
18,586
-107
| -0.6% | -$6.45K | 0.15% | 124 |
|
|
2023
Q1 | $1.16M | Sell |
18,693
-2,834
| -13% | -$176K | 0.15% | 109 |
|
|
2022
Q4 | $1.37M | Buy |
21,527
+4,041
| +23% | +$257K | 0.2% | 99 |
|
|
2022
Q3 | $980K | Buy |
17,486
+38
| +0.2% | +$2.13K | 0.14% | 117 |
|
|
2022
Q2 | $1.1M | Buy |
17,448
+17,437
| +158,518% | +$1.1M | 0.16% | 100 |
|
|
2022
Q1 | $1K | Sell |
11
-2
| -15% | -$182 | 0.04% | 86 |
|
|
2021
Q4 | $1K | Hold |
13
| – | – | 0.03% | 95 |
|
|
2021
Q3 | $1K | Hold |
13
| – | – | 0.03% | 94 |
|
|
2021
Q2 | $1K | Hold |
13
| – | – | 0.02% | 145 |
|
|
2021
Q1 | $1K | Buy |
13
+1
| +8% | +$77 | 0.02% | 160 |
|
|
2020
Q4 | $1K | Sell |
12
-9
| -43% | -$750 | 0.02% | 152 |
|
|
2020
Q3 | $2K | Sell |
21
-3,874
| -99% | -$369K | 0.04% | 103 |
|
|
2020
Q2 | $175K | Buy |
+3,895
| New | +$175K | 0.04% | 180 |
|
|
2019
Q3 | – | Sell |
-2,655
| Closed | -$136K | – | 344 |
|
|
2019
Q2 | $136K | Buy |
+2,655
| New | +$136K | 0.03% | 202 |
|
|
2019
Q1 | – | Sell |
-848
| Closed | -$41K | – | 307 |
|
|
2018
Q4 | $41K | Buy |
848
+721
| +568% | +$34.9K | 0.01% | 222 |
|
|
2018
Q3 | $6K | Buy |
+127
| New | +$6K | ﹤0.01% | 328 |
|
|
2016
Q2 | – | Sell |
-3,868
| Closed | -$180K | – | 561 |
|
|
2016
Q1 | $180K | Buy |
3,868
+53
| +1% | +$2.47K | 0.02% | 293 |
|
|
2015
Q4 | $164K | Buy |
3,815
+735
| +24% | +$31.6K | 0.01% | 312 |
|
|
2015
Q3 | $124K | Sell |
3,080
-7,228
| -70% | -$291K | 0.01% | 317 |
|
|
2015
Q2 | $405K | Sell |
10,308
-489
| -5% | -$19.2K | 0.03% | 250 |
|
|
2015
Q1 | $438K | Sell |
10,797
-8,721
| -45% | -$354K | 0.03% | 242 |
|
|
2014
Q4 | $825K | Buy |
19,518
+1,107
| +6% | +$46.8K | 0.06% | 145 |
|
|
2014
Q3 | $786K | Sell |
18,411
-329
| -2% | -$14K | 0.07% | 132 |
|
|
2014
Q2 | $793K | Buy |
18,740
+11,551
| +161% | +$489K | 0.07% | 137 |
|
|
2014
Q1 | $278K | Buy |
7,189
+6,454
| +878% | +$250K | 0.03% | 219 |
|
|
2013
Q4 | $31K | Buy |
735
+2
| +0.3% | +$84 | ﹤0.01% | 375 |
|
|
2013
Q3 | $28K | Hold |
733
| – | – | ﹤0.01% | 366 |
|
|
2013
Q2 | $30K | Buy |
+733
| New | +$30K | ﹤0.01% | 338 |
|