ZIM
Zacks Investment Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89.3M | Buy |
1,261,838
+33,630
| +3% | +$2.38M | 0.76% | 31 |
|
|
2025
Q1 | $88M | Buy |
1,228,208
+19,643
| +2% | +$1.41M | 0.82% | 34 |
|
|
2024
Q4 | $75.2M | Sell |
1,208,565
-18,137
| -1% | -$1.13M | 0.7% | 38 |
|
|
2024
Q3 | $88.2M | Buy |
1,226,702
+18,854
| +2% | +$1.35M | 0.76% | 36 |
|
|
2024
Q2 | $76.9M | Buy |
1,207,848
+36,333
| +3% | +$2.31M | 0.87% | 31 |
|
|
2024
Q1 | $71.7M | Buy |
1,171,515
+49,093
| +4% | +$3M | 0.76% | 35 |
|
|
2023
Q4 | $66.1M | Sell |
1,122,422
-79,113
| -7% | -$4.66M | 0.81% | 34 |
|
|
2023
Q3 | $67.3M | Buy |
1,201,535
+21
| +0% | +$1.18K | 0.87% | 32 |
|
|
2023
Q2 | $72.4M | Buy |
1,201,514
+6,081
| +0.5% | +$366K | 0.91% | 31 |
|
|
2023
Q1 | $74.2M | Buy |
1,195,433
+45,844
| +4% | +$2.84M | 0.99% | 27 |
|
|
2022
Q4 | $73.1M | Buy |
1,149,589
+121,331
| +12% | +$7.72M | 1.02% | 27 |
|
|
2022
Q3 | $57.6M | Buy |
1,028,258
+30,789
| +3% | +$1.72M | 0.92% | 33 |
|
|
2022
Q2 | $62.8M | Buy |
997,469
+57,602
| +6% | +$3.62M | 0.96% | 32 |
|
|
2022
Q1 | $58.3M | Buy |
939,867
+54,934
| +6% | +$3.41M | 0.81% | 37 |
|
|
2021
Q4 | $52.4M | Buy |
884,933
+16,096
| +2% | +$953K | 0.74% | 42 |
|
|
2021
Q3 | $45.6M | Buy |
868,837
+24,894
| +3% | +$1.31M | 0.72% | 44 |
|
|
2021
Q2 | $45.7M | Buy |
843,943
+43,163
| +5% | +$2.34M | 0.74% | 44 |
|
|
2021
Q1 | $42.2M | Sell |
800,780
-238,237
| -23% | -$12.6M | 0.75% | 45 |
|
|
2020
Q4 | $57M | Buy |
1,039,017
+9,915
| +1% | +$544K | 1.05% | 22 |
|
|
2020
Q3 | $50.8M | Buy |
1,029,102
+39,143
| +4% | +$1.93M | 1.03% | 25 |
|
|
2020
Q2 | $44.2M | Sell |
989,959
-48,436
| -5% | -$2.16M | 0.97% | 33 |
|
|
2020
Q1 | $45.9M | Buy |
1,038,395
+104,955
| +11% | +$4.64M | 1.13% | 26 |
|
|
2019
Q4 | $51.7M | Buy |
933,440
+11,249
| +1% | +$623K | 0.97% | 37 |
|
|
2019
Q3 | $50.2M | Buy |
922,191
+20,567
| +2% | +$1.12M | 1.01% | 34 |
|
|
2019
Q2 | $45.9M | Buy |
901,624
+8,701
| +1% | +$443K | 0.94% | 36 |
|
|
2019
Q1 | $41.8M | Sell |
892,923
-12,290
| -1% | -$576K | 0.9% | 37 |
|
|
2018
Q4 | $42.9M | Sell |
905,213
-2,247
| -0.2% | -$106K | 1.03% | 29 |
|
|
2018
Q3 | $41.9M | Sell |
907,460
-635
| -0.1% | -$29.3K | 0.87% | 34 |
|
|
2018
Q2 | $39.8M | Buy |
908,095
+8,278
| +0.9% | +$363K | 0.87% | 33 |
|
|
2018
Q1 | $39.1M | Sell |
899,817
-37,868
| -4% | -$1.64M | 0.87% | 36 |
|
|
2017
Q4 | $43M | Buy |
937,685
+67,939
| +8% | +$3.12M | 0.94% | 29 |
|
|
2017
Q3 | $39.1M | Buy |
869,746
+10,384
| +1% | +$467K | 0.92% | 34 |
|
|
2017
Q2 | $38.5M | Buy |
859,362
+17,155
| +2% | +$769K | 0.95% | 31 |
|
|
2017
Q1 | $35.7M | Buy |
842,207
+67,098
| +9% | +$2.85M | 0.91% | 32 |
|
|
2016
Q4 | $32.1M | Sell |
775,109
-5,419
| -0.7% | -$225K | 0.92% | 33 |
|
|
2016
Q3 | $33M | Buy |
780,528
+769,518
| +6,989% | +$32.6M | 0.93% | 30 |
|
|
2016
Q2 | $499K | Sell |
11,010
-37,327
| -77% | -$1.69M | 0.02% | 450 |
|
|
2016
Q1 | $2.24M | Buy |
48,337
+38,691
| +401% | +$1.79M | 0.07% | 186 |
|
|
2015
Q4 | $414K | Buy |
9,646
+51
| +0.5% | +$2.19K | 0.01% | 442 |
|
|
2015
Q3 | $385K | Buy |
9,595
+124
| +1% | +$4.98K | 0.01% | 468 |
|
|
2015
Q2 | $372K | Buy |
9,471
+3,455
| +57% | +$136K | 0.01% | 489 |
|
|
2015
Q1 | $244K | Sell |
6,016
-295
| -5% | -$12K | 0.01% | 556 |
|
|
2014
Q4 | $266K | Buy |
6,311
+268
| +4% | +$11.3K | 0.01% | 532 |
|
|
2014
Q3 | $258K | Sell |
6,043
-349
| -5% | -$14.9K | 0.01% | 579 |
|
|
2014
Q2 | $271K | Buy |
+6,392
| New | +$271K | 0.01% | 603 |
|
|
2013
Q3 | – | Sell |
-5,169
| Closed | -$207K | – | 663 |
|
|
2013
Q2 | $207K | Buy |
+5,169
| New | +$207K | 0.01% | 564 |
|