Laurel Wealth Advisors (North Carolina)’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 | $86.9M | Buy |
6,149,632
+6,065,840
| +7,239% | +$85.7M | 1.25% | 24 |
|
|
2025
Q1 | $6M | Sell |
83,792
-435
| -0.5% | -$31.2K | 0.94% | 30 |
|
|
2024
Q4 | $5.24M | Sell |
84,227
-204
| -0.2% | -$12.7K | 0.82% | 33 |
|
|
2024
Q3 | $6.07M | Buy |
84,431
+1,077
| +1% | +$77.4K | 0.97% | 28 |
|
|
2024
Q2 | $5.31M | Sell |
83,354
-5,660
| -6% | -$360K | 0.92% | 27 |
|
|
2024
Q1 | $5.45M | Buy |
89,014
+243
| +0.3% | +$14.9K | 0.93% | 29 |
|
|
2023
Q4 | $5.23M | Buy |
88,771
+3,956
| +5% | +$233K | 0.99% | 28 |
|
|
2023
Q3 | $4.75M | Sell |
84,815
-2,613
| -3% | -$146K | 1% | 29 |
|
|
2023
Q2 | $5.26M | Buy |
87,428
+567
| +0.7% | +$34.1K | 1.05% | 28 |
|
|
2023
Q1 | $5.39M | Buy |
86,861
+4,681
| +6% | +$290K | 1.14% | 26 |
|
|
2022
Q4 | $5.23M | Buy |
82,180
+4,425
| +6% | +$281K | 1.18% | 21 |
|
|
2022
Q3 | $4.36M | Buy |
77,755
+2,218
| +3% | +$124K | 1.09% | 27 |
|
|
2022
Q2 | $4.75M | Buy |
75,537
+1,925
| +3% | +$121K | 1.15% | 25 |
|
|
2022
Q1 | $4.56M | Sell |
73,612
-237
| -0.3% | -$14.7K | 0.96% | 29 |
|
|
2021
Q4 | $4.37M | Buy |
73,849
+4,217
| +6% | +$250K | 0.9% | 31 |
|
|
2021
Q3 | $3.65M | Buy |
69,632
+909
| +1% | +$47.7K | 0.81% | 37 |
|
|
2021
Q2 | $3.72M | Buy |
68,723
+3,576
| +5% | +$194K | 0.8% | 35 |
|
|
2021
Q1 | $3.43M | Buy |
65,147
+8,105
| +14% | +$427K | 0.83% | 34 |
|
|
2020
Q4 | $3.13M | Buy |
57,042
+8,407
| +17% | +$461K | 0.81% | 37 |
|
|
2020
Q3 | $2.4M | Buy |
48,635
+3,146
| +7% | +$155K | 0.72% | 44 |
|
|
2020
Q2 | $2.03M | Buy |
45,489
+2,036
| +5% | +$90.9K | 0.67% | 47 |
|
|
2020
Q1 | $1.92M | Buy |
43,453
+1,095
| +3% | +$48.5K | 0.72% | 47 |
|
|
2019
Q4 | $2.35M | Sell |
42,358
-253
| -0.6% | -$14K | 0.74% | 44 |
|
|
2019
Q3 | $2.32M | Sell |
42,611
-472
| -1% | -$25.7K | 0.79% | 38 |
|
|
2019
Q2 | $2.19M | Sell |
43,083
-94
| -0.2% | -$4.79K | 0.77% | 40 |
|
|
2019
Q1 | $2.02M | Buy |
43,177
+2,020
| +5% | +$94.6K | 0.74% | 46 |
|
|
2018
Q4 | $1.95M | Buy |
+41,157
| New | +$1.95M | 0.78% | 39 |
|