Lake Street Advisors Group’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.87M | Buy |
29,991
+1,946
| +7% | +$121K | 0.09% | 144 |
|
|
2024
Q3 | $2.03M | Buy |
28,045
+280
| +1% | +$20.3K | 0.09% | 125 |
|
|
2024
Q2 | $1.78M | Buy |
27,765
+1,404
| +5% | +$90K | 0.09% | 143 |
|
|
2024
Q1 | $1.63M | Buy |
26,361
+1,582
| +6% | +$97.6K | 0.08% | 162 |
|
|
2023
Q4 | $1.46M | Sell |
24,779
-680
| -3% | -$40.1K | 0.07% | 178 |
|
|
2023
Q3 | $1.43M | Buy |
25,459
+641
| +3% | +$35.9K | 0.08% | 138 |
|
|
2023
Q2 | $1.5M | Buy |
24,818
+411
| +2% | +$24.8K | 0.08% | 146 |
|
|
2023
Q1 | $1.51M | Buy |
24,407
+1,548
| +7% | +$96K | 0.09% | 134 |
|
|
2022
Q4 | $1.45M | Sell |
22,859
-526
| -2% | -$33.5K | 0.1% | 131 |
|
|
2022
Q3 | $1.31M | Buy |
23,385
+453
| +2% | +$25.4K | 0.1% | 135 |
|
|
2022
Q2 | $1.44M | Buy |
22,932
+1,729
| +8% | +$109K | 0.1% | 126 |
|
|
2022
Q1 | $1.32M | Sell |
21,203
-47
| -0.2% | -$2.92K | 0.08% | 134 |
|
|
2021
Q4 | $1.26M | Buy |
21,250
+1,680
| +9% | +$99.5K | 0.08% | 136 |
|
|
2021
Q3 | $1.03M | Buy |
19,570
+2,636
| +16% | +$138K | 0.11% | 109 |
|
|
2021
Q2 | $963K | Sell |
16,934
-237
| -1% | -$13.5K | 0.07% | 114 |
|
|
2021
Q1 | $905K | Sell |
17,171
-816
| -5% | -$43K | 0.07% | 108 |
|
|
2020
Q4 | $986K | Buy |
17,987
+416
| +2% | +$22.8K | 0.08% | 102 |
|
|
2020
Q3 | $867K | Buy |
17,571
+484
| +3% | +$23.9K | 0.08% | 103 |
|
|
2020
Q2 | $763K | Sell |
17,087
-1,904
| -10% | -$85K | 0.08% | 101 |
|
|
2020
Q1 | $840K | Buy |
18,991
+6,231
| +49% | +$276K | 0.1% | 78 |
|
|
2019
Q4 | $706K | Buy |
12,760
+754
| +6% | +$41.7K | 0.07% | 90 |
|
|
2019
Q3 | $607K | Buy |
12,006
+565
| +5% | +$28.6K | 0.07% | 84 |
|
|
2019
Q2 | $583K | Sell |
11,441
-880
| -7% | -$44.8K | 0.06% | 93 |
|
|
2019
Q1 | $577K | Buy |
12,321
+540
| +5% | +$25.3K | 0.06% | 93 |
|
|
2018
Q4 | $558K | Buy |
11,781
+575
| +5% | +$27.2K | 0.07% | 85 |
|
|
2018
Q3 | $518K | Sell |
11,206
-8,122
| -42% | -$375K | 0.06% | 92 |
|
|
2018
Q2 | $848K | Buy |
19,328
+46
| +0.2% | +$2.02K | 0.08% | 96 |
|
|
2018
Q1 | $837K | Buy |
19,282
+1,190
| +7% | +$51.7K | 0.09% | 81 |
|
|
2017
Q4 | $830K | Buy |
+18,092
| New | +$830K | 0.09% | 86 |
|