YHB 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 | $1.08M | Buy |
15,274
+965
| +7% | +$68.3K | 0.08% | 155 |
|
|
2025
Q1 | $1.02M | Buy |
14,309
+610
| +4% | +$43.7K | 0.09% | 151 |
|
|
2024
Q4 | $853K | Sell |
13,699
-37
| -0.3% | -$2.3K | 0.07% | 158 |
|
|
2024
Q3 | $987K | Sell |
13,736
-440
| -3% | -$31.6K | 0.08% | 149 |
|
|
2024
Q2 | $902K | Buy |
14,176
+247
| +2% | +$15.7K | 0.08% | 152 |
|
|
2024
Q1 | $852K | Sell |
13,929
-1,825
| -12% | -$112K | 0.08% | 156 |
|
|
2023
Q4 | $928K | Sell |
15,754
-1,518
| -9% | -$89.5K | 0.09% | 144 |
|
|
2023
Q3 | $967K | Buy |
17,272
+175
| +1% | +$9.8K | 0.09% | 147 |
|
|
2023
Q2 | $1.03M | Buy |
17,097
+27
| +0.2% | +$1.63K | 0.1% | 148 |
|
|
2023
Q1 | $1.06M | Sell |
17,070
-12
| -0.1% | -$744 | 0.11% | 143 |
|
|
2022
Q4 | $1.09M | Buy |
17,082
+25
| +0.1% | +$1.59K | 0.12% | 138 |
|
|
2022
Q3 | $956K | Buy |
17,057
+25
| +0.1% | +$1.4K | 0.11% | 143 |
|
|
2022
Q2 | $1.07M | Sell |
17,032
-225
| -1% | -$14.1K | 0.11% | 141 |
|
|
2022
Q1 | $1.07M | Sell |
17,257
-160
| -0.9% | -$9.92K | 0.09% | 153 |
|
|
2021
Q4 | $1.03M | Sell |
17,417
-451
| -3% | -$26.7K | 0.08% | 165 |
|
|
2021
Q3 | $938K | Sell |
17,868
-128
| -0.7% | -$6.72K | 0.08% | 166 |
|
|
2021
Q2 | $974K | Buy |
17,996
+140
| +0.8% | +$7.58K | 0.08% | 168 |
|
|
2021
Q1 | $959K | Sell |
17,856
-643
| -3% | -$34.5K | 0.08% | 166 |
|
|
2020
Q4 | $1.01M | Buy |
18,499
+717
| +4% | +$39.3K | 0.1% | 162 |
|
|
2020
Q3 | $878K | Sell |
17,782
-13,173
| -43% | -$650K | 0.1% | 163 |
|
|
2020
Q2 | $1.38M | Buy |
30,955
+82
| +0.3% | +$3.66K | 0.2% | 94 |
|
|
2020
Q1 | $1.37M | Sell |
30,873
-212
| -0.7% | -$9.38K | 0.24% | 87 |
|
|
2019
Q4 | $1.72M | Buy |
31,085
+559
| +2% | +$30.9K | 0.25% | 85 |
|
|
2019
Q3 | $1.66M | Buy |
30,526
+1,450
| +5% | +$78.9K | 0.25% | 89 |
|
|
2019
Q2 | $1.48M | Sell |
29,076
-1,379
| -5% | -$70.2K | 0.24% | 95 |
|
|
2019
Q1 | $1.43M | Sell |
30,455
-228
| -0.7% | -$10.7K | 0.22% | 101 |
|
|
2018
Q4 | $1.45M | Buy |
30,683
+1,063
| +4% | +$50.3K | 0.26% | 96 |
|
|
2018
Q3 | $1.37M | Sell |
29,620
-570
| -2% | -$26.3K | 0.21% | 107 |
|
|
2018
Q2 | $1.32M | Sell |
30,190
-307
| -1% | -$13.5K | 0.22% | 108 |
|
|
2018
Q1 | $1.32M | Sell |
30,497
-1,064
| -3% | -$46.2K | 0.22% | 104 |
|
|
2017
Q4 | $1.45M | Sell |
31,561
-865
| -3% | -$39.7K | 0.25% | 97 |
|
|
2017
Q3 | $1.46M | Hold |
32,426
| – | – | 0.26% | 97 |
|
|
2017
Q2 | $1.45M | Buy |
32,426
+353
| +1% | +$15.8K | 0.25% | 92 |
|
|
2017
Q1 | $1.38M | Buy |
32,073
+85
| +0.3% | +$3.67K | 0.27% | 92 |
|
|
2016
Q4 | $1.33M | Sell |
31,988
-330
| -1% | -$13.7K | 0.28% | 92 |
|
|
2016
Q3 | $1.37M | Sell |
32,318
-28,355
| -47% | -$1.2M | 0.33% | 84 |
|
|
2016
Q2 | $2.75M | Buy |
60,673
+32,478
| +115% | +$1.47M | 0.6% | 55 |
|
|
2016
Q1 | $1.31M | Sell |
28,195
-33,159
| -54% | -$1.54M | 0.35% | 74 |
|
|
2015
Q4 | $2.64M | Sell |
61,354
-632
| -1% | -$27.2K | 0.6% | 53 |
|
|
2015
Q3 | $2.49M | Sell |
61,986
-2,490
| -4% | -$99.9K | 0.59% | 54 |
|
|
2015
Q2 | $2.53M | Sell |
64,476
-49,301
| -43% | -$1.93M | 0.55% | 64 |
|
|
2015
Q1 | $4.61M | Sell |
113,777
-3,980
| -3% | -$161K | 1.04% | 27 |
|
|
2014
Q4 | $4.97M | Sell |
117,757
-2,147
| -2% | -$90.7K | 1.14% | 26 |
|
|
2014
Q3 | $5.12M | Buy |
119,904
+1,135
| +1% | +$48.4K | 1.23% | 23 |
|
|
2014
Q2 | $5.03M | Buy |
118,769
+2,915
| +3% | +$123K | 1.21% | 25 |
|
|
2014
Q1 | $4.48M | Buy |
115,854
+3,833
| +3% | +$148K | 1.14% | 27 |
|
|
2013
Q4 | $4.63M | Buy |
112,021
+740
| +0.7% | +$30.6K | 1.24% | 23 |
|
|
2013
Q3 | $4.22M | Buy |
111,281
+1,052
| +1% | +$39.8K | 1.25% | 26 |
|
|
2013
Q2 | $4.42M | Buy |
+110,229
| New | +$4.42M | 1.38% | 21 |
|