L.M. Kohn & Company’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 | $1.02M | Sell |
14,459
-887
| -6% | -$62.8K | 0.28% | 70 |
|
|
2025
Q1 | $1.1M | Sell |
15,346
-393
| -2% | -$28.1K | 0.29% | 66 |
|
|
2024
Q4 | $980K | Buy |
15,739
+24
| +0.2% | +$1.49K | 0.25% | 74 |
|
|
2024
Q3 | $1.13M | Buy |
15,715
+2,087
| +15% | +$150K | 0.29% | 69 |
|
|
2024
Q2 | $867K | Sell |
13,628
-1,945
| -12% | -$124K | 0.23% | 88 |
|
|
2024
Q1 | $953K | Buy |
15,573
+1,159
| +8% | +$70.9K | 0.27% | 83 |
|
|
2023
Q4 | $849K | Buy |
14,414
+2,776
| +24% | +$164K | 0.27% | 79 |
|
|
2023
Q3 | $651K | Buy |
11,638
+5
| +0% | +$280 | 0.24% | 91 |
|
|
2023
Q2 | $701K | Buy |
11,633
+345
| +3% | +$20.8K | 0.26% | 89 |
|
|
2023
Q1 | $700K | Buy |
11,288
+154
| +1% | +$9.55K | 0.29% | 79 |
|
|
2022
Q4 | $708K | Buy |
11,134
+441
| +4% | +$28.1K | 0.33% | 73 |
|
|
2022
Q3 | $599K | Sell |
10,693
-1
| -0% | -$56 | 0.29% | 80 |
|
|
2022
Q2 | $673K | Buy |
10,694
+489
| +5% | +$30.8K | 0.31% | 76 |
|
|
2022
Q1 | $633K | Buy |
+10,205
| New | +$633K | 0.24% | 103 |
|