Lifeworks 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 | $906K | Sell |
12,810
-602
| -4% | -$42.6K | 0.14% | 136 |
|
|
2025
Q1 | $961K | Sell |
13,412
-527
| -4% | -$37.7K | 0.16% | 128 |
|
|
2024
Q4 | $868K | Buy |
13,939
+310
| +2% | +$19.3K | 0.16% | 126 |
|
|
2024
Q3 | $979K | Buy |
13,629
+596
| +5% | +$42.8K | 0.19% | 114 |
|
|
2024
Q2 | $830K | Sell |
13,033
-1,425
| -10% | -$90.7K | 0.23% | 98 |
|
|
2024
Q1 | $885K | Buy |
14,458
+3,041
| +27% | +$186K | 0.25% | 94 |
|
|
2023
Q4 | $673K | Sell |
11,417
-1,172
| -9% | -$69.1K | 0.23% | 100 |
|
|
2023
Q3 | $705K | Sell |
12,589
-183
| -1% | -$10.2K | 0.27% | 97 |
|
|
2023
Q2 | $769K | Buy |
12,772
+26
| +0.2% | +$1.57K | 0.33% | 84 |
|
|
2023
Q1 | $791K | Buy |
12,746
+899
| +8% | +$55.8K | 0.37% | 84 |
|
|
2022
Q4 | $754K | Sell |
11,847
-3,058
| -21% | -$195K | 0.42% | 76 |
|
|
2022
Q3 | $892K | Sell |
14,905
-737
| -5% | -$44.1K | 0.51% | 74 |
|
|
2022
Q2 | $984K | Buy |
15,642
+317
| +2% | +$19.9K | 0.62% | 50 |
|
|
2022
Q1 | $950K | Sell |
15,325
-13,336
| -47% | -$827K | 0.63% | 55 |
|
|
2021
Q4 | $1.7M | Buy |
+28,661
| New | +$1.7M | 1.35% | 18 |
|