Leavell Investment Management’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 | $5.47M | Sell |
76,749
-383
| -0.5% | -$27.3K | 0.25% | 101 |
|
|
2025
Q1 | $5.56M | Buy |
77,132
+956
| +1% | +$69K | 0.28% | 90 |
|
|
2024
Q4 | $4.74M | Buy |
76,176
+944
| +1% | +$58.8K | 0.23% | 100 |
|
|
2024
Q3 | $5.44M | Buy |
75,232
+6,700
| +10% | +$485K | 0.27% | 89 |
|
|
2024
Q2 | $4.4M | Sell |
68,532
-849
| -1% | -$54.4K | 0.24% | 95 |
|
|
2024
Q1 | $4.28M | Sell |
69,381
-302
| -0.4% | -$18.6K | 0.25% | 101 |
|
|
2023
Q4 | $4.11M | Buy |
69,683
+153
| +0.2% | +$9.02K | 0.26% | 99 |
|
|
2023
Q3 | $3.92M | Sell |
69,530
-656
| -0.9% | -$37K | 0.27% | 93 |
|
|
2023
Q2 | $4.26M | Buy |
70,186
+725
| +1% | +$44K | 0.29% | 90 |
|
|
2023
Q1 | $4.34M | Sell |
69,461
-4,128
| -6% | -$258K | 0.31% | 86 |
|
|
2022
Q4 | $4.68M | Buy |
73,589
+2,542
| +4% | +$162K | 0.35% | 81 |
|
|
2022
Q3 | $4.01M | Buy |
71,047
+2,707
| +4% | +$153K | 0.32% | 91 |
|
|
2022
Q2 | $4.33M | Sell |
68,340
-535
| -0.8% | -$33.9K | 0.33% | 87 |
|
|
2022
Q1 | $4.3M | Sell |
68,875
-23
| -0% | -$1.44K | 0.3% | 93 |
|
|
2021
Q4 | $4.08M | Sell |
68,898
-725
| -1% | -$42.9K | 0.27% | 99 |
|
|
2021
Q3 | $3.69M | Sell |
69,623
-11,691
| -14% | -$619K | 0.27% | 102 |
|
|
2021
Q2 | $4.32M | Hold |
81,314
| – | – | 0.35% | 87 |
|
|
2021
Q1 | $4.32M | Sell |
81,314
-2,023
| -2% | -$107K | 0.35% | 87 |
|
|
2020
Q4 | $4.57M | Sell |
83,337
-6,921
| -8% | -$380K | 0.39% | 74 |
|
|
2020
Q3 | $4.49M | Sell |
90,258
-337
| -0.4% | -$16.8K | 0.39% | 72 |
|
|
2020
Q2 | $4.09M | Buy |
90,595
+764
| +0.9% | +$34.4K | 0.4% | 75 |
|
|
2020
Q1 | $4.01M | Buy |
89,831
+1,448
| +2% | +$64.7K | 0.46% | 65 |
|
|
2019
Q4 | $4.89M | Buy |
88,383
+104
| +0.1% | +$5.76K | 0.46% | 64 |
|
|
2019
Q3 | $4.84M | Buy |
88,279
+2,418
| +3% | +$133K | 0.5% | 58 |
|
|
2019
Q2 | $4.41M | Sell |
85,861
-455
| -0.5% | -$23.3K | 0.46% | 60 |
|
|
2019
Q1 | $4.08M | Buy |
86,316
+5,786
| +7% | +$273K | 0.46% | 66 |
|
|
2018
Q4 | $3.81M | Sell |
80,530
-2,124
| -3% | -$101K | 0.48% | 62 |
|
|
2018
Q3 | $3.85M | Buy |
82,654
+2,355
| +3% | +$110K | 0.41% | 72 |
|
|
2018
Q2 | $3.55M | Sell |
80,299
-954
| -1% | -$42.2K | 0.4% | 72 |
|
|
2018
Q1 | $3.56M | Sell |
81,253
-274
| -0.3% | -$12K | 0.41% | 69 |
|
|
2017
Q4 | $3.74M | Sell |
81,527
-200
| -0.2% | -$9.18K | 0.44% | 70 |
|
|
2017
Q3 | $3.68M | Sell |
81,727
-1,374
| -2% | -$61.9K | 0.45% | 67 |
|
|
2017
Q2 | $3.73M | Sell |
83,101
-1,040
| -1% | -$46.6K | 0.47% | 61 |
|
|
2017
Q1 | $3.57M | Sell |
84,141
-10,207
| -11% | -$433K | 0.46% | 63 |
|
|
2016
Q4 | $3.91M | Sell |
94,348
-1,162
| -1% | -$48.2K | 0.54% | 49 |
|
|
2016
Q3 | $4.04M | Buy |
95,510
+80
| +0.1% | +$3.39K | 0.6% | 46 |
|
|
2016
Q2 | $4.33M | Buy |
95,430
+2,600
| +3% | +$118K | 0.64% | 42 |
|
|
2016
Q1 | $4.31M | Sell |
92,830
-1,891
| -2% | -$87.7K | 0.65% | 35 |
|
|
2015
Q4 | $4.07M | Buy |
94,721
+66
| +0.1% | +$2.84K | 0.6% | 37 |
|
|
2015
Q3 | $3.8M | Sell |
94,655
-2,721
| -3% | -$109K | 0.6% | 34 |
|
|
2015
Q2 | $3.82M | Buy |
97,376
+8,200
| +9% | +$322K | 0.59% | 41 |
|
|
2015
Q1 | $3.62M | Sell |
89,176
-1,150
| -1% | -$46.6K | 0.55% | 43 |
|
|
2014
Q4 | $3.81M | Sell |
90,326
-1,807
| -2% | -$76.3K | 0.59% | 36 |
|
|
2014
Q3 | $3.93M | Buy |
92,133
+212
| +0.2% | +$9.05K | 0.62% | 35 |
|
|
2014
Q2 | $3.89M | Sell |
91,921
-6,172
| -6% | -$261K | 0.62% | 38 |
|
|
2014
Q1 | $3.79M | Sell |
98,093
-12,666
| -11% | -$490K | 0.63% | 35 |
|
|
2013
Q4 | $4.58M | Sell |
110,759
-1,300
| -1% | -$53.7K | 0.77% | 29 |
|
|
2013
Q3 | $4.24M | Sell |
112,059
-3,000
| -3% | -$114K | 0.76% | 31 |
|
|
2013
Q2 | $4.62M | Buy |
+115,059
| New | +$4.62M | 0.86% | 24 |
|