Kelly Lawrence W & Associates’s Coca-Cola KO Stock Holding History

Kelly Lawrence W & Associates’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$490K	Hold	6,931	–	–	0.13%	55
2025 Q1	$496K	Buy	6,931 +123	+2%	+$8.81K	0.12%	58
2024 Q4	$424K	Sell	6,808 -675	-9%	-$42K	0.1%	61
2024 Q3	$538K	Hold	7,483	–	–	0.12%	58
2024 Q2	$476K	Sell	7,483 -683	-8%	-$43.5K	0.11%	57
2024 Q1	$500K	Hold	8,166	–	–	0.11%	56
2023 Q4	$481K	Hold	8,166	–	–	0.12%	59
2023 Q3	$457K	Buy	8,166 +483	+6%	+$27K	0.12%	58
2023 Q2	$471K	Sell	7,683 -1,600	-17%	-$98K	0.12%	59
2023 Q1	$576K	Buy	9,283 +2,453	+36%	+$152K	0.16%	52
2022 Q4	$434K	Hold	6,830	–	–	0.12%	60
2022 Q3	$382K	Hold	6,830	–	–	0.11%	68
2022 Q2	$430K	Hold	6,830	–	–	0.12%	63
2022 Q1	$423K	Hold	6,830	–	–	0.09%	59
2021 Q4	$405K	Hold	6,830	–	–	0.08%	59
2021 Q3	$358K	Hold	6,830	–	–	0.08%	62
2021 Q2	$370K	Hold	6,830	–	–	0.08%	63
2021 Q1	$360K	Buy	6,830 +4,530	+197%	+$239K	0.09%	62
2020 Q4	$126K	Sell	2,300 -9,930	-81%	-$544K	0.05%	57
2020 Q3	$604K	Hold	12,230	–	–	0.18%	45
2020 Q2	$547K	Hold	12,230	–	–	0.11%	46
2020 Q1	$541K	Hold	12,230	–	–	0.13%	47
2019 Q4	$677K	Hold	12,230	–	–	0.11%	56
2019 Q3	$666K	Hold	12,230	–	–	0.11%	53
2019 Q2	$623K	Hold	12,230	–	–	0.11%	54
2019 Q1	$573K	Hold	12,230	–	–	0.1%	57
2018 Q4	$579K	Hold	12,230	–	–	0.13%	56
2018 Q3	$565K	Hold	12,230	–	–	0.09%	63
2018 Q2	$537K	Hold	12,230	–	–	0.1%	61
2018 Q1	$531K	Hold	12,230	–	–	0.1%	62
2017 Q4	$561K	Sell	12,230 -1,400	-10%	-$64.2K	0.1%	64
2017 Q3	$613K	Hold	13,630	–	–	0.12%	62
2017 Q2	$611K	Sell	13,630 -10	-0.1%	-$448	0.12%	60
2017 Q1	$578K	Sell	13,640 -94	-0.7%	-$3.98K	0.12%	60
2016 Q4	$569K	Sell	13,734 -7,364	-35%	-$305K	0.13%	59
2016 Q3	$893K	Sell	21,098 -2,116	-9%	-$89.6K	0.19%	50
2016 Q2	$1.05M	Sell	23,214 -100	-0.4%	-$4.53K	0.24%	49
2016 Q1	$1.08M	Sell	23,314 -1,450	-6%	-$67.3K	0.27%	44
2015 Q4	$1.06M	Sell	24,764 -500	-2%	-$21.5K	0.24%	44
2015 Q3	$1.01M	Buy	25,264 +2,400	+10%	+$96.3K	0.24%	48
2015 Q2	$897K	Hold	22,864	–	–	0.18%	50
2015 Q1	$927K	Hold	22,864	–	–	0.2%	42
2014 Q4	$965K	Buy	22,864 +1,272	+6%	+$53.7K	0.2%	46
2014 Q3	$921K	Hold	21,592	–	–	0.2%	47
2014 Q2	$914K	Hold	21,592	–	–	0.19%	49
2014 Q1	$834K	Buy	21,592 +2,200	+11%	+$85K	0.19%	47
2013 Q4	$802K	Sell	19,392 -300	-2%	-$12.4K	0.18%	51
2013 Q3	$746K	Sell	19,692 -50	-0.3%	-$1.89K	0.18%	52
2013 Q2	$792K	Buy	+19,742	New	+$792K	0.2%	48