Alan B. Lancz & Associates’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $591K | Sell |
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|
2025
Q1 | $612K | Hold |
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|
2024
Q4 | $532K | Hold |
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|
2024
Q3 | $614K | Hold |
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|
2024
Q2 | $544K | Buy |
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|
2023
Q4 | $510K | Sell |
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|
2023
Q3 | $512K | Hold |
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|
2023
Q2 | $551K | Hold |
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|
2023
Q1 | $568K | Hold |
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|
2022
Q4 | $562K | Hold |
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|
2022
Q3 | $513K | Hold |
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|
2022
Q2 | $587K | Sell |
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|
2022
Q1 | $605K | Sell |
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|
2021
Q4 | $619K | Buy |
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