World 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 | $11.9M | Buy |
167,630
+93,373
| +126% | +$6.61M | 0.27% | 77 |
|
|
2025
Q1 | $5.32M | Buy |
74,257
+9,460
| +15% | +$678K | 0.14% | 176 |
|
|
2024
Q4 | $4.03M | Buy |
64,797
+10,137
| +19% | +$631K | 0.11% | 204 |
|
|
2024
Q3 | $3.93M | Buy |
54,660
+16,343
| +43% | +$1.17M | 0.12% | 187 |
|
|
2024
Q2 | $2.44M | Buy |
38,317
+34,035
| +795% | +$2.17M | 0.15% | 145 |
|
|
2024
Q1 | $338K | Sell |
4,282
-6,466
| -60% | -$511K | 0.05% | 286 |
|
|
2023
Q4 | $633K | Buy |
10,748
+3,269
| +44% | +$193K | 0.08% | 196 |
|
|
2023
Q3 | $422K | Buy |
7,479
+706
| +10% | +$39.8K | 0.08% | 158 |
|
|
2023
Q2 | $411K | Buy |
6,773
+1,760
| +35% | +$107K | 0.08% | 153 |
|
|
2023
Q1 | $313K | Buy |
5,013
+101
| +2% | +$6.31K | 0.07% | 177 |
|
|
2022
Q4 | $312K | Buy |
4,912
+192
| +4% | +$12.2K | 0.07% | 172 |
|
|
2022
Q3 | $266K | Hold |
4,720
| – | – | 0.06% | 195 |
|
|
2022
Q2 | $302K | Buy |
+4,720
| New | +$302K | 0.06% | 193 |
|
|
2019
Q1 | – | Sell |
-4,293
| Closed | -$213K | – | 141 |
|
|
2018
Q4 | $213K | Buy |
+4,293
| New | +$213K | 0.1% | 140 |
|