V Wealth Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-15,631
| Closed | -$941K | – | 251 |
|
|
2023
Q2 | $941K | Buy |
15,631
+60
| +0.4% | +$3.73K | 0.16% | 131 |
|
|
2023
Q1 | $966K | Sell |
15,571
-199
| -1% | -$12K | 0.18% | 123 |
|
|
2022
Q4 | $1M | Buy |
15,770
+94
| +0.6% | +$5.67K | 0.21% | 111 |
|
|
2022
Q3 | $878K | Sell |
15,676
-7,111
| -31% | -$442K | 0.18% | 123 |
|
|
2022
Q2 | $1.43M | Buy |
22,787
+651
| +3% | +$41.3K | 0.27% | 88 |
|
|
2022
Q1 | $1.37M | Sell |
22,136
-641
| -3% | -$39K | 0.22% | 114 |
|
|
2021
Q4 | $1.35M | Sell |
22,777
-201
| -0.9% | -$11.2K | 0.2% | 123 |
|
|
2021
Q3 | $1.21M | Buy |
22,978
+268
| +1% | +$14.9K | 0.19% | 130 |
|
|
2021
Q2 | $1.23M | Sell |
22,710
-255
| -1% | -$13.9K | 0.2% | 126 |
|
|
2021
Q1 | $1.21M | Sell |
22,965
-1,421
| -6% | -$71.5K | 0.22% | 114 |
|
|
2020
Q4 | $1.34M | Buy |
24,386
+14,503
| +147% | +$750K | 0.28% | 93 |
|
|
2020
Q3 | $488K | Sell |
9,883
-18,125
| -65% | -$872K | 0.34% | 80 |
|
|
2020
Q2 | $1.25M | Buy |
28,008
+5,762
| +26% | +$265K | 0.32% | 75 |
|
|
2020
Q1 | $984K | Buy |
22,246
+7,871
| +55% | +$425K | 0.31% | 77 |
|
|
2019
Q4 | $782K | Hold |
14,375
| – | – | 0.28% | 95 |
|
|
2019
Q3 | $782K | Buy |
14,375
+271
| +2% | +$14.5K | 0.28% | 95 |
|
|
2019
Q2 | $721K | Buy |
14,104
+2,126
| +18% | +$104K | 0.27% | 95 |
|
|
2019
Q1 | $581K | Buy |
11,978
+2,037
| +20% | +$95.3K | 0.23% | 107 |
|
|
2018
Q4 | $469K | Buy |
9,941
+1,508
| +18% | +$72.2K | 0.24% | 104 |
|
|
2018
Q3 | $392K | Sell |
8,433
-46
| -0.5% | -$2.1K | 0.18% | 139 |
|
|
2018
Q2 | $379K | Buy |
8,479
+15
| +0.2% | +$648 | 0.21% | 118 |
|
|
2018
Q1 | $363K | Sell |
8,464
-670
| -7% | -$30.1K | 0.19% | 126 |
|
|
2017
Q4 | $425K | Buy |
9,134
+233
| +3% | +$10.7K | 0.21% | 115 |
|
|
2017
Q3 | $405K | Buy |
8,901
+19
| +0.2% | +$864 | 0.21% | 111 |
|
|
2017
Q2 | $397K | Sell |
8,882
-294
| -3% | -$13K | 0.19% | 112 |
|
|
2017
Q1 | $383K | Buy |
9,176
+685
| +8% | +$28.6K | 0.24% | 112 |
|
|
2016
Q4 | $346K | Sell |
8,491
-583
| -6% | -$24.3K | 0.25% | 116 |
|
|
2016
Q3 | $375K | Buy |
9,074
+737
| +9% | +$32.3K | 0.3% | 100 |
|
|
2016
Q2 | $383K | Sell |
8,337
-14
| -0.2% | -$633 | 0.31% | 95 |
|
|
2016
Q1 | $386K | Buy |
+8,351
| New | +$363K | 0.31% | 84 |
|
Other funds holding KO
V Wealth Advisors's KO Position: Q3 2023 in Review
V Wealth Advisors sold out of Coca-Cola (KO) in Q3 2023, closing a stake of 15,631 shares — an estimated $941K sold.
V Wealth Advisors first reported a position in KO in Q1 2016 and held it in 30 quarters. The position peaked at $1.43M in Q2 2022. 2,827 funds tracked by Wall St. Rank hold KO as of Q3 2023.
- V Wealth Advisors reported no remaining Coca-Cola position as of Q3 2023 after selling out during the quarter.
- V Wealth Advisors sold 15,631 Coca-Cola shares in Q3 2023, an estimated $941K.
- V Wealth Advisors first reported a position in Coca-Cola in Q1 2016 and held it in 30 quarters.
- V Wealth Advisors's Coca-Cola position peaked at $1.43M in Q2 2022.
- 2,827 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2023.
Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.