Trust 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 | $414K | Buy |
5,848
+13
| +0.2% | +$920 | 0.25% | 75 |
|
|
2025
Q1 | $418K | Buy |
5,835
+898
| +18% | +$64.3K | 0.27% | 72 |
|
|
2024
Q4 | $307K | Buy |
4,937
+25
| +0.5% | +$1.56K | 0.2% | 79 |
|
|
2024
Q3 | $353K | Buy |
4,912
+13
| +0.3% | +$934 | 0.22% | 80 |
|
|
2024
Q2 | $312K | Buy |
+4,899
| New | +$312K | 0.2% | 83 |
|
|
2015
Q1 | – | Sell |
-28,920
| Closed | -$1.22M | – | 101 |
|
|
2014
Q4 | $1.22M | Sell |
28,920
-1,630
| -5% | -$68.8K | 1.25% | 37 |
|
|
2014
Q3 | $1.3M | Sell |
30,550
-1,500
| -5% | -$64K | 1.26% | 35 |
|
|
2014
Q2 | $1.36M | Buy |
32,050
+200
| +0.6% | +$8.47K | 1.31% | 31 |
|
|
2014
Q1 | $1.23M | Sell |
31,850
-1,100
| -3% | -$42.5K | 1.24% | 33 |
|
|
2013
Q4 | $1.36M | Buy |
+32,950
| New | +$1.36M | 1.4% | 24 |
|