Lederer & Associates Investment Counsel’s Coca-Cola KO Stock Holding History

Lederer & Associates Investment Counsel’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$730K	Sell	10,317 -10,318	-50%	-$730K	0.48%	64
2025 Q1	$1.48M	Hold	20,635	–	–	1.08%	31
2024 Q4	$1.29M	Hold	20,635	–	–	0.9%	37
2024 Q3	$1.48M	Hold	20,635	–	–	1.04%	32
2024 Q2	$1.31M	Hold	20,635	–	–	0.95%	36
2024 Q1	$1.26M	Hold	20,635	–	–	0.88%	43
2023 Q4	$1.22M	Hold	20,635	–	–	0.9%	40
2023 Q3	$1.16M	Sell	20,635 -1,000	-5%	-$56K	0.92%	41
2023 Q2	$1.3M	Sell	21,635 -1,000	-4%	-$60.2K	0.98%	39
2023 Q1	$1.4M	Hold	22,635	–	–	1.08%	35
2022 Q4	$1.44M	Hold	22,635	–	–	1.18%	28
2022 Q3	$1.27M	Hold	22,635	–	–	1.07%	32
2022 Q2	$1.42M	Hold	22,635	–	–	1.1%	31
2022 Q1	$1.4M	Hold	22,635	–	–	0.86%	42
2021 Q4	$1.34M	Hold	22,635	–	–	0.78%	48
2021 Q3	$1.19M	Hold	22,635	–	–	0.77%	48
2021 Q2	$1.23M	Sell	22,635 -500	-2%	-$27.1K	0.82%	46
2021 Q1	$1.22M	Hold	23,135	–	–	0.86%	46
2020 Q4	$1.27M	Sell	23,135 -475	-2%	-$26.1K	0.97%	41
2020 Q3	$1.17M	Hold	23,610	–	–	0.97%	42
2020 Q2	$1.06M	Hold	23,610	–	–	0.99%	41
2020 Q1	$1.05M	Hold	23,610	–	–	1.18%	40
2019 Q4	$1.31M	Hold	23,610	–	–	1.14%	40
2019 Q3	$1.29M	Hold	23,610	–	–	1.23%	36
2019 Q2	$1.2M	Hold	23,610	–	–	1.1%	44
2019 Q1	$1.11M	Hold	23,610	–	–	1.03%	48
2018 Q4	$1.12M	Sell	23,610 -300	-1%	-$14.2K	1.2%	38
2018 Q3	$1.1M	Buy	23,910 +475	+2%	+$21.9K	0.93%	51
2018 Q2	$1.03M	Hold	23,435	–	–	0.93%	51
2018 Q1	$1.02M	Hold	23,435	–	–	0.92%	50
2017 Q4	$1.08M	Hold	23,435	–	–	0.96%	46
2017 Q3	$1.06M	Sell	23,435 -565	-2%	-$25.4K	1.01%	45
2017 Q2	$1.08M	Hold	24,000	–	–	1.04%	45
2017 Q1	$1.02M	Hold	24,000	–	–	0.96%	50
2016 Q4	$995K	Buy	+24,000	New	+$995K	0.99%	47
2015 Q3	$2.82M	Sell	70,385 -945	-1%	-$37.9K	3.14%	2
2015 Q2	$2.8M	Buy	71,330 +520	+0.7%	+$20.4K	2.87%	4
2015 Q1	$2.87M	Sell	70,810 -730	-1%	-$29.6K	2.8%	2
2014 Q4	$3.02M	Buy	+71,540	New	+$3.02M	2.99%	2