XML Financial’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.8M | Sell |
23,708
-378
| -2% | -$28.6K | 0.15% | 132 |
|
|
2025
Q4 | $1.68M | Sell |
24,086
-1,677
| -7% | -$117K | 0.14% | 138 |
|
|
2025
Q3 | $1.71M | Buy |
25,763
+77
| +0.3% | +$5.3K | 0.14% | 138 |
|
|
2025
Q2 | $1.82M | Buy |
25,686
+531
| +2% | +$37.8K | 0.16% | 124 |
|
|
2025
Q1 | $1.8M | Sell |
25,155
-705
| -3% | -$47.1K | 0.17% | 119 |
|
|
2024
Q4 | $1.61M | Buy |
25,860
+1,146
| +5% | +$74.8K | 0.15% | 131 |
|
|
2024
Q3 | $1.78M | Sell |
24,714
-524
| -2% | -$35.9K | 0.16% | 128 |
|
|
2024
Q2 | $1.61M | Sell |
25,238
-303
| -1% | -$18.8K | 0.16% | 128 |
|
|
2024
Q1 | $1.56M | Buy |
25,541
+1,704
| +7% | +$102K | 0.16% | 131 |
|
|
2023
Q4 | $1.4M | Buy |
23,837
+2,323
| +11% | +$132K | 0.15% | 132 |
|
|
2023
Q3 | $1.2M | Buy |
21,514
+618
| +3% | +$37.1K | 0.14% | 136 |
|
|
2023
Q2 | $1.26M | Buy |
20,896
+1,448
| +7% | +$90.1K | 0.15% | 137 |
|
|
2023
Q1 | $1.21M | Sell |
19,448
-1,099
| -5% | -$66.5K | 0.15% | 139 |
|
|
2022
Q4 | $1.31M | Sell |
20,547
-645
| -3% | -$38.9K | 0.16% | 130 |
|
|
2022
Q3 | $1.19M | Buy |
21,192
+9,617
| +83% | +$598K | 0.16% | 129 |
|
|
2022
Q2 | $728K | Sell |
11,575
-9,835
| -46% | -$623K | 0.16% | 109 |
|
|
2022
Q1 | $1.33M | Buy |
21,410
+507
| +2% | +$30.8K | 0.16% | 135 |
|
|
2021
Q4 | $1.24M | Buy |
20,903
+60
| +0.3% | +$3.34K | 0.15% | 141 |
|
|
2021
Q3 | $1.09M | Buy |
20,843
+10,037
| +93% | +$559K | 0.15% | 140 |
|
|
2021
Q2 | $585K | Buy |
10,806
+3,786
| +54% | +$206K | 0.13% | 128 |
|
|
2021
Q1 | $370K | Sell |
7,020
-3,035
| -30% | -$153K | 0.09% | 151 |
|
|
2020
Q4 | $551K | Buy |
10,055
+3,435
| +52% | +$178K | 0.14% | 118 |
|
|
2020
Q3 | $327K | Sell |
6,620
-2,791
| -30% | -$134K | 0.1% | 144 |
|
|
2020
Q2 | $420K | Buy |
9,411
+323
| +4% | +$14.9K | 0.15% | 111 |
|
|
2020
Q1 | $402K | Buy |
9,088
+561
| +7% | +$30.3K | 0.17% | 101 |
|
|
2019
Q4 | $472K | Buy |
+8,527
| New | +$458K | 0.17% | 102 |
|
Other funds holding KO
VCM
VPM
