Lake Street Private Wealth’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 | $589K | Buy |
8,329
+4,424
| +113% | +$313K | 0.08% | 138 |
|
|
2025
Q1 | $280K | Sell |
3,905
-1,560
| -29% | -$112K | 0.05% | 206 |
|
|
2024
Q4 | $340K | Sell |
5,465
-1,123
| -17% | -$69.9K | 0.05% | 181 |
|
|
2024
Q3 | $473K | Sell |
6,588
-6,453
| -49% | -$464K | 0.08% | 166 |
|
|
2024
Q2 | $830K | Sell |
13,041
-972
| -7% | -$61.9K | 0.11% | 163 |
|
|
2024
Q1 | $857K | Sell |
14,013
-2,539
| -15% | -$155K | 0.12% | 158 |
|
|
2023
Q4 | $975K | Sell |
16,552
-10,309
| -38% | -$608K | 0.15% | 133 |
|
|
2023
Q3 | $1.5M | Buy |
26,861
+2,683
| +11% | +$150K | 0.27% | 100 |
|
|
2023
Q2 | $1.46M | Buy |
24,178
+77
| +0.3% | +$4.64K | 0.26% | 105 |
|
|
2023
Q1 | $1.49M | Buy |
24,101
+1,818
| +8% | +$113K | 0.28% | 101 |
|
|
2022
Q4 | $1.42M | Buy |
22,283
+8,470
| +61% | +$539K | 0.29% | 99 |
|
|
2022
Q3 | $774K | Buy |
13,813
+956
| +7% | +$53.6K | 0.18% | 129 |
|
|
2022
Q2 | $809K | Buy |
12,857
+612
| +5% | +$38.5K | 0.17% | 129 |
|
|
2022
Q1 | $759K | Buy |
12,245
+800
| +7% | +$49.6K | 0.14% | 146 |
|
|
2021
Q4 | $678K | Buy |
11,445
+3,427
| +43% | +$203K | 0.12% | 167 |
|
|
2021
Q3 | $421K | Buy |
8,018
+662
| +9% | +$34.8K | 0.1% | 157 |
|
|
2021
Q2 | $397K | Hold |
7,356
| – | – | 0.1% | 156 |
|
|
2021
Q1 | $388K | Sell |
7,356
-2,441
| -25% | -$129K | 0.11% | 156 |
|
|
2020
Q4 | $537K | Buy |
9,797
+301
| +3% | +$16.5K | 0.16% | 123 |
|
|
2020
Q3 | $469K | Hold |
9,496
| – | – | 0.16% | 113 |
|
|
2020
Q2 | $424K | Buy |
9,496
+143
| +2% | +$6.39K | 0.16% | 113 |
|
|
2020
Q1 | $414K | Sell |
9,353
-350
| -4% | -$15.5K | 0.19% | 104 |
|
|
2019
Q4 | $537K | Buy |
9,703
+3,032
| +45% | +$168K | 0.21% | 108 |
|
|
2019
Q3 | $363K | Buy |
6,671
+37
| +0.6% | +$2.01K | 0.17% | 116 |
|
|
2019
Q2 | $338K | Buy |
+6,634
| New | +$338K | 0.2% | 96 |
|