Laurel Wealth Advisors (North Carolina)’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.51M | Sell |
92,434
-475
| -0.5% | -$37.5K | 0.73% | 31 |
|
|
2026
Q1 | $7.29M | Buy |
92,909
+2,597
| +3% | +$196K | 0.72% | 30 |
|
|
2025
Q4 | $6.31M | Buy |
90,312
+708
| +0.8% | +$49.4K | 0.83% | 31 |
|
|
2025
Q3 | $5.94M | Buy |
89,604
+2,683
| +3% | +$185K | 0.83% | 33 |
|
|
2025
Q2 | $6.15M | Buy |
86,921
+3,129
| +4% | +$223K | 0.92% | 29 |
|
|
2025
Q1 | $6M | Sell |
83,792
-435
| -0.5% | -$29.1K | 0.94% | 30 |
|
|
2024
Q4 | $5.24M | Sell |
84,227
-204
| -0.2% | -$13.3K | 0.82% | 33 |
|
|
2024
Q3 | $6.07M | Buy |
84,431
+1,077
| +1% | +$73.8K | 0.97% | 28 |
|
|
2024
Q2 | $5.31M | Sell |
83,354
-5,660
| -6% | -$350K | 0.92% | 27 |
|
|
2024
Q1 | $5.45M | Buy |
89,014
+243
| +0.3% | +$14.6K | 0.93% | 29 |
|
|
2023
Q4 | $5.23M | Buy |
88,771
+3,956
| +5% | +$225K | 0.99% | 28 |
|
|
2023
Q3 | $4.75M | Sell |
84,815
-2,613
| -3% | -$157K | 1% | 29 |
|
|
2023
Q2 | $5.26M | Buy |
87,428
+567
| +0.7% | +$35.3K | 1.05% | 28 |
|
|
2023
Q1 | $5.39M | Buy |
86,861
+4,681
| +6% | +$283K | 1.14% | 26 |
|
|
2022
Q4 | $5.23M | Buy |
82,180
+4,425
| +6% | +$267K | 1.18% | 22 |
|
|
2022
Q3 | $4.36M | Buy |
77,755
+2,218
| +3% | +$138K | 1.09% | 28 |
|
|
2022
Q2 | $4.75M | Buy |
75,537
+1,925
| +3% | +$122K | 1.15% | 26 |
|
|
2022
Q1 | $4.56M | Sell |
73,612
-237
| -0.3% | -$14.4K | 0.96% | 30 |
|
|
2021
Q4 | $4.37M | Buy |
73,849
+4,217
| +6% | +$235K | 0.9% | 32 |
|
|
2021
Q3 | $3.65M | Buy |
69,632
+909
| +1% | +$50.7K | 0.81% | 38 |
|
|
2021
Q2 | $3.72M | Buy |
68,723
+3,576
| +5% | +$195K | 0.8% | 36 |
|
|
2021
Q1 | $3.43M | Buy |
65,147
+8,105
| +14% | +$408K | 0.83% | 34 |
|
|
2020
Q4 | $3.13M | Buy |
57,042
+8,407
| +17% | +$435K | 0.81% | 37 |
|
|
2020
Q3 | $2.4M | Buy |
48,635
+3,146
| +7% | +$151K | 0.72% | 44 |
|
|
2020
Q2 | $2.03M | Buy |
45,489
+2,036
| +5% | +$93.8K | 0.67% | 47 |
|
|
2020
Q1 | $1.92M | Buy |
43,453
+1,095
| +3% | +$59.1K | 0.72% | 47 |
|
|
2019
Q4 | $2.35M | Sell |
42,358
-253
| -0.6% | -$13.6K | 0.74% | 44 |
|
|
2019
Q3 | $2.32M | Sell |
42,611
-472
| -1% | -$25.3K | 0.79% | 38 |
|
|
2019
Q2 | $2.19M | Sell |
43,083
-94
| -0.2% | -$4.61K | 0.77% | 40 |
|
|
2019
Q1 | $2.02M | Buy |
43,177
+2,020
| +5% | +$94.5K | 0.74% | 46 |
|
|
2018
Q4 | $1.95M | Buy |
+41,157
| New | +$1.97M | 0.78% | 39 |
|
Other funds holding KO
Laurel Wealth Advisors (North Carolina)'s KO Position: Q2 2026 in Review
Laurel Wealth Advisors (North Carolina) reduced its Coca-Cola (KO) stake by 0.51% in Q2 2026, selling an estimated $37.5K and leaving 92,434 shares worth $7.51M. The position accounts for 0.73% of the portfolio, ranked #31.
Laurel Wealth Advisors (North Carolina) first reported a position in KO in Q4 2018 and has held it in 31 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.
- Laurel Wealth Advisors (North Carolina) held 92,434 shares of Coca-Cola worth $7.51M as of Q2 2026.
- Laurel Wealth Advisors (North Carolina) sold 475 Coca-Cola shares in Q2 2026, an estimated $37.5K.
- Coca-Cola made up 0.73% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #31 holding.
- Laurel Wealth Advisors (North Carolina) first reported a position in Coca-Cola in Q4 2018 and has held it in 31 quarters since.
- 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.
Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.