United Capital 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 | $10.7M | Buy |
151,190
+3,113
| +2% | +$220K | 0.09% | 182 |
|
|
2025
Q1 | $10.6M | Buy |
148,077
+530
| +0.4% | +$38K | 0.09% | 170 |
|
|
2024
Q4 | $9.19M | Sell |
147,547
-3,177
| -2% | -$198K | 0.08% | 186 |
|
|
2024
Q3 | $10.8M | Buy |
150,724
+4,041
| +3% | +$290K | 0.09% | 174 |
|
|
2024
Q2 | $9.34M | Buy |
146,683
+6,140
| +4% | +$391K | 0.08% | 180 |
|
|
2024
Q1 | $8.6M | Sell |
140,543
-2,429
| -2% | -$149K | 0.07% | 198 |
|
|
2023
Q4 | $8.43M | Sell |
142,972
-2,255
| -2% | -$133K | 0.07% | 216 |
|
|
2023
Q3 | $8.13M | Sell |
145,227
-8,579
| -6% | -$480K | 0.05% | 247 |
|
|
2023
Q2 | $9.26M | Sell |
153,806
-9,289
| -6% | -$559K | 0.05% | 246 |
|
|
2023
Q1 | $10.1M | Sell |
163,095
-127,898
| -44% | -$7.93M | 0.06% | 236 |
|
|
2022
Q4 | $18.5M | Sell |
290,993
-25,482
| -8% | -$1.62M | 0.1% | 180 |
|
|
2022
Q3 | $17.7M | Sell |
316,475
-20,296
| -6% | -$1.14M | 0.1% | 178 |
|
|
2022
Q2 | $21.2M | Buy |
336,771
+63,209
| +23% | +$3.98M | 0.12% | 171 |
|
|
2022
Q1 | $17M | Sell |
273,562
-21,214
| -7% | -$1.32M | 0.08% | 208 |
|
|
2021
Q4 | $17.5M | Sell |
294,776
-2,536
| -0.9% | -$150K | 0.08% | 216 |
|
|
2021
Q3 | $15.6M | Sell |
297,312
-5,366
| -2% | -$282K | 0.08% | 217 |
|
|
2021
Q2 | $16.4M | Sell |
302,678
-15,520
| -5% | -$840K | 0.08% | 213 |
|
|
2021
Q1 | $16.8M | Buy |
318,198
+12,822
| +4% | +$676K | 0.09% | 203 |
|
|
2020
Q4 | $16.7M | Sell |
305,376
-4,863
| -2% | -$267K | 0.1% | 196 |
|
|
2020
Q3 | $15.3M | Buy |
310,239
+10,980
| +4% | +$542K | 0.1% | 197 |
|
|
2020
Q2 | $13.4M | Sell |
299,259
-32,193
| -10% | -$1.44M | 0.1% | 208 |
|
|
2020
Q1 | $14.7M | Sell |
331,452
-50,828
| -13% | -$2.25M | 0.12% | 186 |
|
|
2019
Q4 | $21.2M | Buy |
382,280
+38,568
| +11% | +$2.13M | 0.14% | 180 |
|
|
2019
Q3 | $18.7M | Sell |
343,712
-78,367
| -19% | -$4.27M | 0.13% | 188 |
|
|
2019
Q2 | $21.5M | Buy |
422,079
+26,893
| +7% | +$1.37M | 0.14% | 152 |
|
|
2019
Q1 | $18.5M | Sell |
395,186
-333,163
| -46% | -$15.6M | 0.13% | 174 |
|
|
2018
Q4 | $34.4M | Buy |
728,349
+69,880
| +11% | +$3.3M | 0.27% | 83 |
|
|
2018
Q3 | $30.4M | Sell |
658,469
-1,216
| -0.2% | -$56.2K | 0.21% | 104 |
|
|
2018
Q2 | $28.9M | Sell |
659,685
-7,203
| -1% | -$316K | 0.22% | 111 |
|
|
2018
Q1 | $29M | Buy |
666,888
+56,573
| +9% | +$2.46M | 0.22% | 105 |
|
|
2017
Q4 | $27.9M | Buy |
610,315
+33,306
| +6% | +$1.52M | 0.22% | 106 |
|
|
2017
Q3 | $26M | Buy |
577,009
+25,912
| +5% | +$1.17M | 0.22% | 106 |
|
|
2017
Q2 | $24.7M | Buy |
551,097
+21,415
| +4% | +$960K | 0.22% | 105 |
|
|
2017
Q1 | $22.5M | Buy |
529,682
+42,639
| +9% | +$1.81M | 0.21% | 106 |
|
|
2016
Q4 | $20.2M | Buy |
487,043
+49,168
| +11% | +$2.04M | 0.2% | 107 |
|
|
2016
Q3 | $18.5M | Buy |
437,875
+43,214
| +11% | +$1.83M | 0.18% | 131 |
|
|
2016
Q2 | $17.8M | Buy |
394,661
+40,635
| +11% | +$1.83M | 0.18% | 123 |
|
|
2016
Q1 | $16.4M | Buy |
354,026
+29,268
| +9% | +$1.36M | 0.18% | 121 |
|
|
2015
Q4 | $14M | Sell |
324,758
-758
| -0.2% | -$32.6K | 0.16% | 139 |
|
|
2015
Q3 | $13.1M | Buy |
325,516
+2,352
| +0.7% | +$94.4K | 0.16% | 141 |
|
|
2015
Q2 | $12.7M | Buy |
323,164
+5,914
| +2% | +$232K | 0.15% | 164 |
|
|
2015
Q1 | $12.9M | Sell |
317,250
-3,049
| -1% | -$124K | 0.16% | 155 |
|
|
2014
Q4 | $13.5M | Buy |
320,299
+38,013
| +13% | +$1.6M | 0.2% | 127 |
|
|
2014
Q3 | $12M | Sell |
282,286
-4,932
| -2% | -$210K | 0.21% | 123 |
|
|
2014
Q2 | $12.2M | Sell |
287,218
-17,473
| -6% | -$740K | 0.23% | 111 |
|
|
2014
Q1 | $11.8M | Buy |
304,691
+143,948
| +90% | +$5.56M | 0.25% | 92 |
|
|
2013
Q4 | $6.64M | Buy |
160,743
+51,952
| +48% | +$2.15M | 0.23% | 119 |
|
|
2013
Q3 | $4.12M | Sell |
108,791
-135,241
| -55% | -$5.12M | 0.13% | 167 |
|
|
2013
Q2 | $9.79M | Buy |
+244,032
| New | +$9.79M | 0.26% | 104 |
|