Alan B. Lancz & Associates’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 | $591K | Sell |
8,350
-200
| -2% | -$14.2K | 0.59% | 41 |
|
|
2025
Q1 | $612K | Hold |
8,550
| – | – | 0.65% | 37 |
|
|
2024
Q4 | $532K | Hold |
8,550
| – | – | 0.54% | 46 |
|
|
2024
Q3 | $614K | Hold |
8,550
| – | – | 0.56% | 41 |
|
|
2024
Q2 | $544K | Buy |
+8,550
| New | +$544K | 0.54% | 43 |
|
|
2023
Q4 | $510K | Sell |
8,650
-500
| -5% | -$29.5K | 0.54% | 46 |
|
|
2023
Q3 | $512K | Hold |
9,150
| – | – | 0.58% | 43 |
|
|
2023
Q2 | $551K | Hold |
9,150
| – | – | 0.59% | 42 |
|
|
2023
Q1 | $568K | Hold |
9,150
| – | – | 0.59% | 38 |
|
|
2022
Q4 | $562K | Hold |
9,150
| – | – | 0.57% | 46 |
|
|
2022
Q3 | $513K | Hold |
9,150
| – | – | 0.61% | 41 |
|
|
2022
Q2 | $587K | Sell |
9,150
-606
| -6% | -$38.9K | 0.58% | 41 |
|
|
2022
Q1 | $605K | Sell |
9,756
-700
| -7% | -$43.4K | 0.53% | 54 |
|
|
2021
Q4 | $619K | Buy |
+10,456
| New | +$619K | 0.54% | 51 |
|