LIA
LBMC Investment Advisors’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.75M | Sell |
38,897
-993
| -2% | -$70.3K | 0.2% | 56 |
|
|
2025
Q1 | $2.86M | Buy |
39,890
+1,487
| +4% | +$106K | 0.22% | 51 |
|
|
2024
Q4 | $2.39M | Buy |
38,403
+16
| +0% | +$996 | 0.19% | 51 |
|
|
2024
Q3 | $2.76M | Buy |
38,387
+8
| +0% | +$575 | 0.22% | 47 |
|
|
2024
Q2 | $2.44M | Buy |
38,379
+9
| +0% | +$573 | 0.21% | 48 |
|
|
2024
Q1 | $2.35M | Hold |
38,370
| – | – | 0.2% | 49 |
|
|
2023
Q4 | $2.26M | Sell |
38,370
-620
| -2% | -$36.5K | 0.22% | 36 |
|
|
2023
Q3 | $2.14M | Buy |
38,990
+213
| +0.5% | +$11.7K | 0.23% | 37 |
|
|
2023
Q2 | $2.34M | Buy |
38,777
+8
| +0% | +$482 | 0.23% | 35 |
|
|
2023
Q1 | $2.4M | Buy |
38,769
+7,650
| +25% | +$475K | 0.24% | 34 |
|
|
2022
Q4 | $1.98M | Buy |
31,119
+15
| +0% | +$954 | 0.21% | 34 |
|
|
2022
Q3 | $1.74M | Buy |
31,104
+7
| +0% | +$392 | 0.2% | 37 |
|
|
2022
Q2 | $1.96M | Sell |
31,097
-167
| -0.5% | -$10.5K | 0.21% | 33 |
|
|
2022
Q1 | $1.94M | Sell |
31,264
-310
| -1% | -$19.2K | 0.17% | 41 |
|
|
2021
Q4 | $1.87M | Sell |
31,574
-217
| -0.7% | -$12.9K | 0.16% | 42 |
|
|
2021
Q3 | $1.67K | Hold |
31,791
| – | – | 0.16% | 45 |
|
|
2021
Q2 | $1.72M | Buy |
31,791
+847
| +3% | +$45.8K | 0.16% | 46 |
|
|
2021
Q1 | $1.63M | Buy |
30,944
+12
| +0% | +$632 | 0.17% | 45 |
|
|
2020
Q4 | $1.7M | Buy |
30,932
+286
| +0.9% | +$15.7K | 0.2% | 43 |
|
|
2020
Q3 | $1.51M | Buy |
30,646
+13
| +0% | +$642 | 0.21% | 41 |
|
|
2020
Q2 | $1.37M | Buy |
30,633
+13
| +0% | +$581 | 0.22% | 36 |
|
|
2020
Q1 | $1.36M | Buy |
30,620
+1,091
| +4% | +$48.3K | 0.25% | 29 |
|
|
2019
Q4 | $1.63M | Buy |
29,529
+14
| +0% | +$775 | 0.23% | 30 |
|
|
2019
Q3 | $1.61M | Sell |
29,515
-186
| -0.6% | -$10.1K | 0.24% | 29 |
|
|
2019
Q2 | $1.51M | Buy |
29,701
+543
| +2% | +$27.6K | 0.23% | 30 |
|
|
2019
Q1 | $1.37M | Buy |
29,158
+1,448
| +5% | +$67.8K | 0.22% | 31 |
|
|
2018
Q4 | $1.31M | Buy |
27,710
+263
| +1% | +$12.5K | 0.24% | 28 |
|
|
2018
Q3 | $1.27M | Sell |
27,447
-2,413
| -8% | -$111K | 0.2% | 29 |
|
|
2018
Q2 | $1.31M | Buy |
29,860
+204
| +0.7% | +$8.95K | 0.22% | 28 |
|
|
2018
Q1 | $1.29M | Sell |
29,656
-1,351
| -4% | -$58.7K | 0.22% | 27 |
|
|
2017
Q4 | $1.42M | Buy |
31,007
+13,053
| +73% | +$599K | 0.23% | 26 |
|
|
2017
Q3 | $808K | Buy |
17,954
+192
| +1% | +$8.64K | 0.14% | 37 |
|
|
2017
Q2 | $797K | Sell |
17,762
-999
| -5% | -$44.8K | 0.14% | 35 |
|
|
2017
Q1 | $796K | Sell |
18,761
-915
| -5% | -$38.8K | 0.14% | 35 |
|
|
2016
Q4 | $816K | Buy |
19,676
+613
| +3% | +$25.4K | 0.15% | 34 |
|
|
2016
Q3 | $807K | Buy |
19,063
+5,421
| +40% | +$229K | 0.15% | 38 |
|
|
2016
Q2 | $618K | Sell |
13,642
-638
| -4% | -$28.9K | 0.12% | 38 |
|
|
2016
Q1 | $662K | Buy |
14,280
+1,449
| +11% | +$67.2K | 0.14% | 37 |
|
|
2015
Q4 | $551K | Buy |
12,831
+173
| +1% | +$7.43K | 0.12% | 37 |
|
|
2015
Q3 | $508K | Buy |
12,658
+89
| +0.7% | +$3.57K | 0.11% | 38 |
|
|
2015
Q2 | $493K | Buy |
12,569
+1
| +0% | +$39 | 0.1% | 37 |
|
|
2015
Q1 | $510K | Hold |
12,568
| – | – | 0.11% | 36 |
|
|
2014
Q4 | $531K | Buy |
12,568
+2
| +0% | +$85 | 0.12% | 36 |
|
|
2014
Q3 | $536K | Buy |
12,566
+104
| +0.8% | +$4.44K | 0.13% | 31 |
|
|
2014
Q2 | $528K | Sell |
12,462
-401
| -3% | -$17K | 0.14% | 32 |
|
|
2014
Q1 | $497K | Buy |
12,863
+100
| +0.8% | +$3.86K | 0.13% | 32 |
|
|
2013
Q4 | $527K | Buy |
12,763
+43
| +0.3% | +$1.78K | 0.14% | 31 |
|
|
2013
Q3 | $482K | Buy |
12,720
+7,186
| +130% | +$272K | 0.14% | 33 |
|
|
2013
Q2 | $222K | Buy |
+5,534
| New | +$222K | 0.08% | 44 |
|