LexAurum Advisors’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
Q2 | $484K | Sell |
5,950
-81
| -1% | -$6.4K | 0.06% | 252 |
|
|
2026
Q1 | $459K | Buy |
+6,031
| New | +$456K | 0.06% | 245 |
|
|
2025
Q3 | $434K | Sell |
6,547
-20
| -0.3% | -$1.38K | 0.06% | 226 |
|
|
2025
Q2 | $465K | Buy |
6,567
+293
| +5% | +$20.9K | 0.07% | 206 |
|
|
2025
Q1 | $449K | Sell |
6,274
-69
| -1% | -$4.61K | 0.09% | 203 |
|
|
2024
Q4 | $395K | Buy |
6,343
+1,122
| +21% | +$73.2K | 0.08% | 213 |
|
|
2024
Q3 | $375K | Buy |
5,221
+789
| +18% | +$54K | 0.08% | 204 |
|
|
2024
Q2 | $282K | Sell |
4,432
-91
| -2% | -$5.63K | 0.07% | 233 |
|
|
2024
Q1 | $277K | Sell |
4,523
-7,438
| -62% | -$447K | 0.07% | 237 |
|
|
2023
Q4 | $705K | Sell |
11,961
-1,824
| -13% | -$104K | 0.18% | 121 |
|
|
2023
Q3 | $772K | Sell |
13,785
-3,297
| -19% | -$198K | 0.23% | 98 |
|
|
2023
Q2 | $1.03M | Buy |
17,082
+2,097
| +14% | +$130K | 0.31% | 69 |
|
|
2023
Q1 | $930K | Buy |
14,985
+177
| +1% | +$10.7K | 0.31% | 69 |
|
|
2022
Q4 | $942K | Buy |
14,808
+4
| +0% | +$241 | 0.34% | 60 |
|
|
2022
Q3 | $829K | Buy |
14,804
+61
| +0.4% | +$3.79K | 0.32% | 65 |
|
|
2022
Q2 | $927K | Buy |
14,743
+337
| +2% | +$21.4K | 0.35% | 61 |
|
|
2022
Q1 | $893K | Buy |
14,406
+166
| +1% | +$10.1K | 0.29% | 73 |
|
|
2021
Q4 | $843K | Buy |
14,240
+8
| +0.1% | +$445 | 0.27% | 78 |
|
|
2021
Q3 | $747K | Buy |
14,232
+2
| +0% | +$111 | 0.22% | 118 |
|
|
2021
Q2 | $770K | Sell |
14,230
-1,417
| -9% | -$77.1K | 0.23% | 112 |
|
|
2021
Q1 | $825K | Sell |
15,647
-11,831
| -43% | -$595K | 0.28% | 84 |
|
|
2020
Q4 | $1.51M | Buy |
27,478
+2,261
| +9% | +$117K | 0.54% | 48 |
|
|
2020
Q3 | $1.25M | Buy |
25,217
+3,436
| +16% | +$165K | 0.51% | 45 |
|
|
2020
Q2 | $973K | Buy |
21,781
+692
| +3% | +$31.9K | 0.53% | 42 |
|
|
2020
Q1 | $933K | Buy |
21,089
+5,769
| +38% | +$312K | 0.65% | 32 |
|
|
2019
Q4 | $848K | Buy |
15,320
+1,550
| +11% | +$83.3K | 0.42% | 56 |
|
|
2019
Q3 | $750K | Sell |
13,770
-298
| -2% | -$16K | 0.44% | 55 |
|
|
2019
Q2 | $716K | Buy |
14,068
+90
| +0.6% | +$4.41K | 0.44% | 57 |
|
|
2019
Q1 | $655K | Sell |
13,978
-430
| -3% | -$20.1K | 0.43% | 53 |
|
|
2018
Q4 | $682K | Buy |
14,408
+89
| +0.6% | +$4.26K | 0.53% | 50 |
|
|
2018
Q3 | $661K | Sell |
14,319
-539
| -4% | -$24.6K | 0.46% | 57 |
|
|
2018
Q2 | $652K | Buy |
14,858
+233
| +2% | +$10.1K | 0.58% | 50 |
|
|
2018
Q1 | $635K | Sell |
14,625
-1,584
| -10% | -$71.1K | 0.54% | 59 |
|
|
2017
Q4 | $748K | Buy |
+16,209
| New | +$745K | 0.7% | 49 |
|
Other funds holding KO
LexAurum Advisors's KO Position: Q2 2026 in Review
LexAurum Advisors reduced its Coca-Cola (KO) stake by 1.3% in Q2 2026, selling an estimated $6.4K and leaving 5,950 shares worth $484K. The position accounts for 0.06% of the portfolio, ranked #252.
LexAurum Advisors first reported a position in KO in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.51M in Q4 2020. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.
- LexAurum Advisors held 5,950 shares of Coca-Cola worth $484K as of Q2 2026.
- LexAurum Advisors sold 81 Coca-Cola shares in Q2 2026, an estimated $6.4K.
- Coca-Cola made up 0.06% of LexAurum Advisors's portfolio in Q2 2026, its #252 holding.
- LexAurum Advisors first reported a position in Coca-Cola in Q4 2017 and has held it in 34 quarters since.
- LexAurum Advisors's Coca-Cola position peaked at $1.51M in Q4 2020.
- 3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.
Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.