Lewis Asset 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 | $970K | Buy |
13,716
+8,611
| +169% | +$609K | 0.46% | 56 |
|
|
2025
Q1 | $366K | Buy |
5,105
+233
| +5% | +$16.7K | 0.3% | 84 |
|
|
2024
Q4 | $303K | Buy |
4,872
+644
| +15% | +$40.1K | 0.23% | 98 |
|
|
2024
Q3 | $304K | Buy |
4,228
+617
| +17% | +$44.3K | 0.22% | 106 |
|
|
2024
Q2 | $230K | Buy |
3,611
+200
| +6% | +$12.7K | 0.18% | 110 |
|
|
2024
Q1 | $209K | Buy |
+3,411
| New | +$209K | 0.17% | 109 |
|