Lee Financial’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
Q1 | $1.91M | Sell |
25,042
-716
| -3% | -$54.1K | 0.27% | 39 |
|
|
2025
Q4 | $1.8M | Sell |
25,758
-4,082
| -14% | -$285K | 0.24% | 41 |
|
|
2025
Q3 | $1.98M | Buy |
29,840
+1,484
| +5% | +$102K | 0.25% | 42 |
|
|
2025
Q2 | $2.01M | Buy |
28,356
+1,598
| +6% | +$114K | 0.29% | 35 |
|
|
2025
Q1 | $1.92M | Sell |
26,758
-2,046
| -7% | -$137K | 0.29% | 34 |
|
|
2024
Q4 | $1.79M | Sell |
28,804
-657
| -2% | -$42.9K | 0.25% | 42 |
|
|
2024
Q3 | $2.12M | Buy |
29,461
+2,768
| +10% | +$190K | 0.3% | 30 |
|
|
2024
Q2 | $1.7M | Buy |
26,693
+2,764
| +12% | +$171K | 0.28% | 34 |
|
|
2024
Q1 | $1.47M | Buy |
23,929
+1,565
| +7% | +$94K | 0.24% | 45 |
|
|
2023
Q4 | $1.32M | Buy |
22,364
+120
| +0.5% | +$6.82K | 0.23% | 50 |
|
|
2023
Q3 | $1.25M | Buy |
22,244
+1,097
| +5% | +$65.8K | 0.23% | 44 |
|
|
2023
Q2 | $1.28M | Buy |
21,147
+6,948
| +49% | +$432K | 0.22% | 50 |
|
|
2023
Q1 | $884K | Buy |
14,199
+7,700
| +118% | +$466K | 0.15% | 65 |
|
|
2022
Q4 | $413K | Buy |
6,499
+5
| +0.1% | +$302 | 0.07% | 105 |
|
|
2022
Q3 | $364K | Buy |
6,494
+540
| +9% | +$33.6K | 0.07% | 109 |
|
|
2022
Q2 | $375K | Buy |
5,954
+126
| +2% | +$7.99K | 0.07% | 104 |
|
|
2022
Q1 | $361K | Sell |
5,828
-690
| -11% | -$42K | 0.06% | 113 |
|
|
2021
Q4 | $386K | Buy |
6,518
+1,876
| +40% | +$104K | 0.07% | 111 |
|
|
2021
Q3 | $244K | Buy |
4,642
+218
| +5% | +$12.2K | 0.05% | 126 |
|
|
2021
Q2 | $239K | Buy |
4,424
+75
| +2% | +$4.08K | 0.05% | 132 |
|
|
2021
Q1 | $229K | Buy |
4,349
+3,415
| +366% | +$172K | 0.05% | 127 |
|
|
2020
Q4 | $51K | Hold |
934
| – | – | 0.01% | 209 |
|
|
2020
Q3 | $46K | Sell |
934
-410
| -31% | -$19.7K | 0.01% | 239 |
|
|
2020
Q2 | $60K | Buy |
1,344
+600
| +81% | +$27.6K | 0.02% | 182 |
|
|
2020
Q1 | $33K | Hold |
744
| – | – | 0.01% | 200 |
|
|
2019
Q4 | $41K | Sell |
744
-200
| -21% | -$10.8K | 0.01% | 204 |
|
|
2019
Q3 | $51K | Sell |
944
-400
| -30% | -$21.4K | 0.01% | 189 |
|
|
2019
Q2 | $68K | Buy |
1,344
+410
| +44% | +$20.1K | 0.02% | 184 |
|
|
2019
Q1 | $44K | Sell |
934
-76
| -8% | -$3.56K | 0.01% | 198 |
|
|
2018
Q4 | $48K | Hold |
1,010
| – | – | 0.01% | 181 |
|
|
2018
Q3 | $47K | Sell |
1,010
-2,975
| -75% | -$136K | 0.01% | 193 |
|
|
2018
Q2 | $174K | Buy |
3,985
+226
| +6% | +$9.76K | 0.04% | 173 |
|
|
2018
Q1 | $163K | Buy |
3,759
+2,984
| +385% | +$134K | 0.04% | 169 |
|
|
2017
Q4 | $36K | Hold |
775
| – | – | 0.01% | 209 |
|
|
2017
Q3 | $35K | Hold |
775
| – | – | 0.01% | 205 |
|
|
2017
Q2 | $35K | Hold |
775
| – | – | 0.01% | 211 |
|
|
2017
Q1 | $33K | Hold |
775
| – | – | 0.01% | 192 |
|
|
2016
Q4 | $32K | Buy |
+775
| New | +$32.3K | 0.02% | 197 |
|
Other funds holding KO
VCM
VPM
Lee Financial's KO Position: Q1 2026 in Review
Lee Financial reduced its Coca-Cola (KO) stake by 2.8% in Q1 2026, selling an estimated $54.1K and leaving 25,042 shares worth $1.91M. The position accounts for 0.27% of the portfolio, ranked #39.
Lee Financial first reported a position in KO in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.12M in Q3 2024. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Lee Financial held 25,042 shares of Coca-Cola worth $1.91M as of Q1 2026.
- Lee Financial sold 716 Coca-Cola shares in Q1 2026, an estimated $54.1K.
- Coca-Cola made up 0.27% of Lee Financial's portfolio in Q1 2026, its #39 holding.
- Lee Financial first reported a position in Coca-Cola in Q4 2016 and has held it in 38 quarters since.
- Lee Financial's Coca-Cola position peaked at $2.12M in Q3 2024.
- 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.