LNWWM
Laird Norton Wetherby Wealth Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.3M | Buy |
+89,003
| New | +$6.3M | 0.28% | 56 |
|
|
2024
Q4 | $5.5M | Sell |
88,377
-9,204
| -9% | -$573K | 0.26% | 59 |
|
|
2024
Q3 | $7.01M | Sell |
97,581
-517
| -0.5% | -$37.2K | 0.32% | 47 |
|
|
2024
Q2 | $6.24M | Sell |
98,098
-4,659
| -5% | -$297K | 0.29% | 54 |
|
|
2024
Q1 | $6.29M | Sell |
102,757
-896
| -0.9% | -$54.8K | 0.3% | 56 |
|
|
2023
Q4 | $6.11M | Sell |
103,653
-1,710
| -2% | -$101K | 0.32% | 54 |
|
|
2023
Q3 | $5.9M | Sell |
105,363
-1,772
| -2% | -$99.2K | 0.33% | 52 |
|
|
2023
Q2 | $6.45M | Sell |
107,135
-5,751
| -5% | -$346K | 0.35% | 49 |
|
|
2023
Q1 | $7M | Buy |
112,886
+5,178
| +5% | +$321K | 0.41% | 43 |
|
|
2022
Q4 | $6.85M | Buy |
107,708
+4,305
| +4% | +$274K | 0.44% | 37 |
|
|
2022
Q3 | $5.79M | Buy |
103,403
+2,116
| +2% | +$119K | 0.41% | 42 |
|
|
2022
Q2 | $6.37M | Buy |
101,287
+16,153
| +19% | +$1.02M | 0.43% | 34 |
|
|
2022
Q1 | $5.28M | Buy |
85,134
+6,997
| +9% | +$434K | 0.3% | 51 |
|
|
2021
Q4 | $4.63M | Buy |
78,137
+1,764
| +2% | +$104K | 0.26% | 68 |
|
|
2021
Q3 | $4.01M | Sell |
76,373
-1,458
| -2% | -$76.5K | 0.25% | 74 |
|
|
2021
Q2 | $4.21M | Buy |
77,831
+1,418
| +2% | +$76.7K | 0.26% | 71 |
|
|
2021
Q1 | $4.03M | Sell |
76,413
-4,297
| -5% | -$227K | 0.31% | 58 |
|
|
2020
Q4 | $4.43M | Buy |
80,710
+7,538
| +10% | +$413K | 0.3% | 61 |
|
|
2020
Q3 | $3.61M | Sell |
73,172
-1,863
| -2% | -$92K | 0.32% | 61 |
|
|
2020
Q2 | $3.35M | Sell |
75,035
-1,116
| -1% | -$49.9K | 0.32% | 64 |
|
|
2020
Q1 | $3.37M | Sell |
76,151
-10,489
| -12% | -$464K | 0.38% | 52 |
|
|
2019
Q4 | $4.8M | Buy |
86,640
+3,176
| +4% | +$176K | 0.47% | 41 |
|
|
2019
Q3 | $4.54M | Buy |
83,464
+2,114
| +3% | +$115K | 0.47% | 40 |
|
|
2019
Q2 | $4.14M | Buy |
81,350
+2,230
| +3% | +$114K | 0.45% | 42 |
|
|
2019
Q1 | $3.71M | Buy |
79,120
+1,232
| +2% | +$57.7K | 0.46% | 43 |
|
|
2018
Q4 | $3.69M | Buy |
77,888
+2,210
| +3% | +$105K | 0.52% | 39 |
|
|
2018
Q3 | $3.5M | Buy |
75,678
+4,699
| +7% | +$217K | 0.43% | 43 |
|
|
2018
Q2 | $3.11M | Sell |
70,979
-2,854
| -4% | -$125K | 0.42% | 45 |
|
|
2018
Q1 | $3.21M | Sell |
73,833
-635
| -0.9% | -$27.6K | 0.44% | 43 |
|
|
2017
Q4 | $3.42M | Buy |
74,468
+1,290
| +2% | +$59.2K | 0.47% | 40 |
|
|
2017
Q3 | $3.29M | Buy |
73,178
+758
| +1% | +$34.1K | 0.49% | 39 |
|
|
2017
Q2 | $3.25M | Sell |
72,420
-1,474
| -2% | -$66.1K | 0.55% | 31 |
|
|
2017
Q1 | $3.14M | Sell |
73,894
-234
| -0.3% | -$9.93K | 0.56% | 30 |
|
|
2016
Q4 | $3.07M | Buy |
74,128
+3,254
| +5% | +$135K | 0.6% | 26 |
|
|
2016
Q3 | $3M | Buy |
70,874
+1,367
| +2% | +$57.9K | 0.61% | 28 |
|
|
2016
Q2 | $3.15M | Buy |
69,507
+1,660
| +2% | +$75.3K | 0.7% | 28 |
|
|
2016
Q1 | $3.15M | Sell |
67,847
-2,667
| -4% | -$124K | 0.74% | 24 |
|
|
2015
Q4 | $3.03M | Buy |
70,514
+1,159
| +2% | +$49.8K | 0.73% | 27 |
|
|
2015
Q3 | $2.78M | Buy |
69,355
+4,135
| +6% | +$166K | 0.71% | 28 |
|
|
2015
Q2 | $2.56M | Buy |
65,220
+147
| +0.2% | +$5.77K | 0.61% | 26 |
|
|
2015
Q1 | $2.64M | Sell |
65,073
-266
| -0.4% | -$10.8K | 0.64% | 25 |
|
|
2014
Q4 | $2.76M | Buy |
65,339
+3,209
| +5% | +$136K | 0.69% | 25 |
|
|
2014
Q3 | $2.65M | Buy |
62,130
+515
| +0.8% | +$22K | 0.74% | 24 |
|
|
2014
Q2 | $2.61M | Sell |
61,615
-3,743
| -6% | -$159K | 0.74% | 23 |
|
|
2014
Q1 | $2.53M | Sell |
65,358
-3,157
| -5% | -$122K | 0.72% | 24 |
|
|
2013
Q4 | $2.83M | Buy |
68,515
+1,829
| +3% | +$75.6K | 0.81% | 22 |
|
|
2013
Q3 | $2.53M | Buy |
66,686
+633
| +1% | +$24K | 0.79% | 24 |
|
|
2013
Q2 | $2.65M | Buy |
+66,053
| New | +$2.65M | 0.92% | 23 |
|