Lido Advisors’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 | $18.4M | Buy |
258,695
+2,380
| +0.9% | +$169K | 0.07% | 159 |
|
|
2025
Q1 | $18.5M | Buy |
256,315
+53,903
| +27% | +$3.88M | 0.08% | 142 |
|
|
2024
Q4 | $12.6M | Buy |
202,412
+9,014
| +5% | +$561K | 0.06% | 179 |
|
|
2024
Q3 | $13.9M | Buy |
193,398
+7,528
| +4% | +$541K | 0.07% | 146 |
|
|
2024
Q2 | $11.9M | Sell |
185,870
-18,318
| -9% | -$1.17M | 0.07% | 149 |
|
|
2024
Q1 | $12.6M | Buy |
204,188
+23,588
| +13% | +$1.45M | 0.07% | 134 |
|
|
2023
Q4 | $10.6M | Buy |
180,600
+12,933
| +8% | +$762K | 0.07% | 139 |
|
|
2023
Q3 | $9.39M | Buy |
167,667
+8,296
| +5% | +$464K | 0.07% | 140 |
|
|
2023
Q2 | $9.6M | Buy |
159,371
+35,151
| +28% | +$2.12M | 0.07% | 142 |
|
|
2023
Q1 | $7.71M | Buy |
124,220
+41,427
| +50% | +$2.57M | 0.08% | 151 |
|
|
2022
Q4 | $5.27M | Buy |
82,793
+4,854
| +6% | +$309K | 0.06% | 151 |
|
|
2022
Q3 | $4.37M | Sell |
77,939
-55,423
| -42% | -$3.1M | 0.05% | 143 |
|
|
2022
Q2 | $8.39M | Buy |
133,362
+47,185
| +55% | +$2.97M | 0.11% | 85 |
|
|
2022
Q1 | $5.34M | Sell |
86,177
-7,490
| -8% | -$464K | 0.06% | 135 |
|
|
2021
Q4 | $5.55M | Buy |
93,667
+9,375
| +11% | +$555K | 0.06% | 143 |
|
|
2021
Q3 | $4.42M | Sell |
84,292
-713
| -0.8% | -$37.4K | 0.06% | 153 |
|
|
2021
Q2 | $4.64M | Buy |
85,005
+7,998
| +10% | +$436K | 0.06% | 141 |
|
|
2021
Q1 | $4.09M | Buy |
77,007
+10,464
| +16% | +$556K | 0.07% | 141 |
|
|
2020
Q4 | $3.65M | Buy |
66,543
+13,579
| +26% | +$745K | 0.08% | 133 |
|
|
2020
Q3 | $2.64M | Sell |
52,964
-6,446
| -11% | -$321K | 0.07% | 129 |
|
|
2020
Q2 | $2.68M | Buy |
59,410
+20,761
| +54% | +$935K | 0.08% | 120 |
|
|
2020
Q1 | $1.72M | Buy |
38,649
+6,660
| +21% | +$297K | 0.07% | 133 |
|
|
2019
Q4 | $1.77M | Buy |
31,989
+13,261
| +71% | +$734K | 0.07% | 146 |
|
|
2019
Q3 | $1.03M | Buy |
18,728
+10,377
| +124% | +$569K | 0.05% | 184 |
|
|
2019
Q2 | $428K | Sell |
8,351
-391
| -4% | -$20K | 0.02% | 296 |
|
|
2019
Q1 | $413K | Sell |
8,742
-502
| -5% | -$23.7K | 0.03% | 295 |
|
|
2018
Q4 | $437K | Buy |
9,244
+1,666
| +22% | +$78.8K | 0.04% | 229 |
|
|
2018
Q3 | $352K | Sell |
7,578
-436
| -5% | -$20.3K | 0.03% | 286 |
|
|
2018
Q2 | $351K | Buy |
8,014
+539
| +7% | +$23.6K | 0.04% | 258 |
|
|
2018
Q1 | $324K | Sell |
7,475
-1,252
| -14% | -$54.3K | 0.04% | 257 |
|
|
2017
Q4 | $400K | Buy |
8,727
+907
| +12% | +$41.6K | 0.06% | 173 |
|
|
2017
Q3 | $359K | Buy |
+7,820
| New | +$359K | 0.06% | 175 |
|
|
2017
Q1 | – | Sell |
-4,217
| Closed | -$175K | – | 262 |
|
|
2016
Q4 | $175K | Sell |
4,217
-1,678
| -28% | -$69.6K | 0.04% | 198 |
|
|
2016
Q3 | $249K | Sell |
5,895
-211
| -3% | -$8.91K | 0.08% | 119 |
|
|
2016
Q2 | $277K | Buy |
+6,106
| New | +$277K | 0.09% | 118 |
|