Kelman-Lazarov Inc’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 | $203K | Buy |
+2,872
| New | +$203K | 0.03% | 121 |
|
|
2023
Q4 | – | Sell |
-3,997
| Closed | -$224K | – | 103 |
|
|
2023
Q3 | $224K | Sell |
3,997
-179
| -4% | -$10K | 0.05% | 93 |
|
|
2023
Q2 | $251K | Sell |
4,176
-175
| -4% | -$10.5K | 0.06% | 91 |
|
|
2023
Q1 | $270K | Buy |
4,351
+714
| +20% | +$44.3K | 0.07% | 84 |
|
|
2022
Q4 | $231K | Buy |
3,637
+37
| +1% | +$2.35K | 0.07% | 87 |
|
|
2022
Q3 | $202K | Hold |
3,600
| – | – | 0.07% | 83 |
|
|
2022
Q2 | $226K | Hold |
3,600
| – | – | 0.08% | 78 |
|
|
2022
Q1 | $223K | Hold |
3,600
| – | – | 0.07% | 79 |
|
|
2021
Q4 | $213K | Buy |
+3,600
| New | +$213K | 0.07% | 81 |
|
|
2016
Q4 | – | Sell |
-2,130
| Closed | -$89.1K | – | 337 |
|
|
2016
Q3 | $89.1K | Hold |
2,130
| – | – | 0.05% | 148 |
|
|
2016
Q2 | $96.1K | Sell |
2,130
-5,350
| -72% | -$241K | 0.05% | 145 |
|
|
2016
Q1 | $350K | Buy |
+7,480
| New | +$350K | 0.2% | 98 |
|