Lee Financial’s Coca-Cola KO Stock Holding History

Lee Financial’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	$2.01M	Buy	28,356 +1,598	+6%	+$113K	0.29%	35
2025 Q1	$1.92M	Sell	26,758 -2,046	-7%	-$147K	0.29%	34
2024 Q4	$1.79M	Sell	28,804 -657	-2%	-$40.9K	0.25%	42
2024 Q3	$2.12M	Buy	29,461 +2,768	+10%	+$199K	0.3%	30
2024 Q2	$1.7M	Buy	26,693 +2,764	+12%	+$176K	0.28%	34
2024 Q1	$1.47M	Buy	23,929 +1,565	+7%	+$96.1K	0.24%	45
2023 Q4	$1.32M	Buy	22,364 +120	+0.5%	+$7.07K	0.23%	50
2023 Q3	$1.25M	Buy	22,244 +1,097	+5%	+$61.6K	0.23%	44
2023 Q2	$1.28M	Buy	21,147 +6,948	+49%	+$420K	0.22%	50
2023 Q1	$884K	Buy	14,199 +7,700	+118%	+$479K	0.15%	65
2022 Q4	$413K	Buy	6,499 +5	+0.1%	+$318	0.07%	105
2022 Q3	$364K	Buy	6,494 +540	+9%	+$30.3K	0.07%	109
2022 Q2	$375K	Buy	5,954 +126	+2%	+$7.94K	0.07%	104
2022 Q1	$361K	Sell	5,828 -690	-11%	-$42.7K	0.06%	113
2021 Q4	$386K	Buy	6,518 +1,876	+40%	+$111K	0.07%	111
2021 Q3	$244K	Buy	4,642 +218	+5%	+$11.5K	0.05%	126
2021 Q2	$239K	Buy	4,424 +75	+2%	+$4.05K	0.05%	132
2021 Q1	$229K	Buy	4,349 +3,415	+366%	+$180K	0.05%	127
2020 Q4	$51K	Hold	934	–	–	0.01%	209
2020 Q3	$46K	Sell	934 -410	-31%	-$20.2K	0.01%	239
2020 Q2	$60K	Buy	1,344 +600	+81%	+$26.8K	0.02%	182
2020 Q1	$33K	Hold	744	–	–	0.01%	200
2019 Q4	$41K	Sell	744 -200	-21%	-$11K	0.01%	204
2019 Q3	$51K	Sell	944 -400	-30%	-$21.6K	0.01%	189
2019 Q2	$68K	Buy	1,344 +410	+44%	+$20.7K	0.02%	184
2019 Q1	$44K	Sell	934 -76	-8%	-$3.58K	0.01%	198
2018 Q4	$48K	Hold	1,010	–	–	0.01%	181
2018 Q3	$47K	Sell	1,010 -2,975	-75%	-$138K	0.01%	193
2018 Q2	$174K	Buy	3,985 +226	+6%	+$9.87K	0.04%	173
2018 Q1	$163K	Buy	3,759 +2,984	+385%	+$129K	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	+$32K	0.02%	197