Douglas Lane & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $77.1M | Sell |
948,409
-20,426
| -2% | -$1.61M | 1.05% | 28 |
|
|
2026
Q1 | $73.7M | Sell |
968,835
-12,308
| -1% | -$930K | 1.06% | 31 |
|
|
2025
Q4 | $68.6M | Buy |
981,143
+8,860
| +0.9% | +$618K | 0.94% | 37 |
|
|
2025
Q3 | $64.5M | Sell |
972,283
-31,257
| -3% | -$2.15M | 0.9% | 40 |
|
|
2025
Q2 | $71M | Sell |
1,003,540
-31,373
| -3% | -$2.23M | 1.03% | 31 |
|
|
2025
Q1 | $74.1M | Buy |
1,034,913
+3,901
| +0.4% | +$261K | 1.09% | 29 |
|
|
2024
Q4 | $64.2M | Sell |
1,031,012
-12,125
| -1% | -$791K | 0.91% | 38 |
|
|
2024
Q3 | $75M | Sell |
1,043,137
-36,559
| -3% | -$2.5M | 1.03% | 32 |
|
|
2024
Q2 | $68.7M | Sell |
1,079,696
-18,388
| -2% | -$1.14M | 0.98% | 38 |
|
|
2024
Q1 | $67.2M | Sell |
1,098,084
-16,715
| -1% | -$1M | 0.95% | 43 |
|
|
2023
Q4 | $65.7M | Sell |
1,114,799
-35,378
| -3% | -$2.01M | 1.01% | 39 |
|
|
2023
Q3 | $64.4M | Sell |
1,150,177
-17,211
| -1% | -$1.03M | 1.08% | 41 |
|
|
2023
Q2 | $70.3M | Sell |
1,167,388
-27,305
| -2% | -$1.7M | 1.14% | 35 |
|
|
2023
Q1 | $74.1M | Sell |
1,194,693
-16,953
| -1% | -$1.03M | 1.23% | 31 |
|
|
2022
Q4 | $77.1M | Sell |
1,211,646
-56,004
| -4% | -$3.38M | 1.29% | 27 |
|
|
2022
Q3 | $71M | Sell |
1,267,650
-33,136
| -3% | -$2.06M | 1.31% | 26 |
|
|
2022
Q2 | $81.8M | Sell |
1,300,786
-12,415
| -0.9% | -$787K | 1.39% | 23 |
|
|
2022
Q1 | $81.4M | Buy |
1,313,201
+20,797
| +2% | +$1.26M | 1.15% | 30 |
|
|
2021
Q4 | $76.5M | Buy |
1,292,404
+80,806
| +7% | +$4.5M | 1.02% | 34 |
|
|
2021
Q3 | $63.6M | Buy |
1,211,598
+61,095
| +5% | +$3.41M | 0.91% | 41 |
|
|
2021
Q2 | $62.3M | Buy |
1,150,503
+66,926
| +6% | +$3.64M | 0.87% | 45 |
|
|
2021
Q1 | $57.1M | Buy |
1,083,577
+167,656
| +18% | +$8.44M | 0.89% | 46 |
|
|
2020
Q4 | $50.2M | Buy |
915,921
+132,002
| +17% | +$6.83M | 0.84% | 45 |
|
|
2020
Q3 | $38.7M | Buy |
783,919
+157,287
| +25% | +$7.56M | 0.77% | 50 |
|
|
2020
Q2 | $28M | Buy |
626,632
+272,293
| +77% | +$12.5M | 0.6% | 58 |
|
|
2020
Q1 | $15.7M | Buy |
354,339
+11,014
| +3% | +$595K | 0.41% | 79 |
|
|
2019
Q4 | $19M | Buy |
343,325
+1,279
| +0.4% | +$68.8K | 0.35% | 85 |
|
|
2019
Q3 | $18.6M | Buy |
342,046
+5,759
| +2% | +$308K | 0.37% | 80 |
|
|
2019
Q2 | $17.1M | Buy |
336,287
+14,335
| +4% | +$703K | 0.33% | 84 |
|
|
2019
Q1 | $15.1M | Buy |
321,952
+17,785
| +6% | +$832K | 0.31% | 85 |
|
|
2018
Q4 | $14.4M | Buy |
304,167
+61,385
| +25% | +$2.94M | 0.34% | 81 |
|
|
2018
Q3 | $11.2M | Buy |
242,782
+82,944
| +52% | +$3.79M | 0.22% | 95 |
|
|
2018
Q2 | $7.01M | Buy |
159,838
+113,218
| +243% | +$4.89M | 0.15% | 104 |
|
|
2018
Q1 | $2.02M | Sell |
46,620
-3,838
| -8% | -$172K | 0.04% | 121 |
|
|
2017
Q4 | $2.31M | Sell |
50,458
-2,513
| -5% | -$116K | 0.05% | 119 |
|
|
2017
Q3 | $2.38M | Sell |
52,971
-8,294
| -14% | -$377K | 0.05% | 120 |
|
|
2017
Q2 | $2.75M | Sell |
61,265
-10,781
| -15% | -$476K | 0.06% | 125 |
|
|
2017
Q1 | $3.06M | Sell |
72,046
-10,427
| -13% | -$435K | 0.08% | 123 |
|
|
2016
Q4 | $3.42M | Sell |
82,473
-19,134
| -19% | -$796K | 0.09% | 122 |
|
|
2016
Q3 | $4.3M | Sell |
101,607
-16,489
| -14% | -$723K | 0.11% | 118 |
|
|
2016
Q2 | $5.35M | Sell |
118,096
-5,959
| -5% | -$269K | 0.15% | 117 |
|
|
2016
Q1 | $5.75M | Buy |
+124,055
| New | +$5.4M | 0.16% | 120 |
|
Other funds holding KO
CRM
CNB
ORIO
P
GI
QCM