Valeo Financial Advisors’s Coca-Cola KO Stock Holding History

Valeo Financial Advisors’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$7.12M	Sell	100,696 -21,484	-18%	-$1.52M	0.18%	64
2025 Q1	$6.68M	Buy	122,180 +6,143	+5%	+$336K	0.19%	61
2024 Q4	$5.43M	Sell	116,037 -4,299	-4%	-$201K	0.15%	69
2024 Q3	$6.57M	Sell	120,336 -3,114	-3%	-$170K	0.19%	64
2024 Q2	$6.02M	Sell	123,450 -4,802	-4%	-$234K	0.19%	63
2024 Q1	$6.12M	Sell	128,252 -4,378	-3%	-$209K	0.22%	60
2023 Q4	$6.12M	Sell	132,630 -422	-0.3%	-$19.5K	0.25%	55
2023 Q3	$5.84M	Buy	133,052 +7,795	+6%	+$342K	0.27%	52
2023 Q2	$5.81M	Sell	125,257 -392	-0.3%	-$18.2K	0.27%	51
2023 Q1	$6M	Sell	125,649 -9,535	-7%	-$456K	0.29%	52
2022 Q4	$6.76M	Sell	135,184 -4,014	-3%	-$201K	0.37%	40
2022 Q3	$6.18M	Buy	139,198 +4,633	+3%	+$206K	0.39%	34
2022 Q2	$6.65M	Sell	134,565 -2,568	-2%	-$127K	0.42%	35
2022 Q1	$6.71M	Buy	137,133 +11,310	+9%	+$554K	0.34%	42
2021 Q4	$5.74M	Buy	125,823 +2,008	+2%	+$91.6K	0.31%	46
2021 Q3	$4.99M	Buy	123,815 +2,547	+2%	+$103K	0.29%	52
2021 Q2	$5M	Buy	121,268 +1,029	+0.9%	+$42.5K	0.3%	49
2021 Q1	$4.82M	Sell	120,239 -22,697	-16%	-$910K	0.22%	56
2020 Q4	$4.18M	Buy	142,936 +71,791	+101%	+$2.1M	0.21%	59
2020 Q3	$3.51M	Buy	71,145 +12,622	+22%	+$623K	0.31%	50
2020 Q2	$2.62M	Buy	58,523 +20,035	+52%	+$895K	0.24%	63
2020 Q1	$1.89M	Buy	38,488 +7,386	+24%	+$362K	0.2%	73
2019 Q4	$1.72M	Buy	31,102 +655	+2%	+$36.2K	0.17%	89
2019 Q3	$1.66M	Buy	30,447 +915	+3%	+$49.8K	0.18%	80
2019 Q2	$1.5M	Buy	29,532 +1,435	+5%	+$73.1K	0.17%	88
2019 Q1	$1.32M	Buy	28,097 +2,093	+8%	+$98.1K	0.16%	98
2018 Q4	$1.23M	Sell	26,004 -1,912	-7%	-$90.5K	0.17%	97
2018 Q3	$1.34M	Buy	27,916 +306	+1%	+$14.6K	0.18%	92
2018 Q2	$1.27M	Buy	27,610 +1,965	+8%	+$90.1K	0.18%	94
2018 Q1	$1.11M	Sell	25,645 -2,436	-9%	-$106K	0.18%	96
2017 Q4	$1.29M	Sell	28,081 -677	-2%	-$31.1K	0.21%	84
2017 Q3	$1.29M	Buy	+28,758	New	+$1.29M	0.29%	71