Lindbrook Capital’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.01M | Buy |
27,996
+1,688
| +6% | +$121K | 0.18% | 74 |
|
|
2024
Q4 | $1.64M | Sell |
26,308
-176
| -0.7% | -$11K | 0.15% | 91 |
|
|
2024
Q3 | $1.9M | Buy |
26,484
+121
| +0.5% | +$8.7K | 0.17% | 83 |
|
|
2024
Q2 | $1.68M | Buy |
26,363
+1,101
| +4% | +$70.1K | 0.16% | 91 |
|
|
2024
Q1 | $1.55M | Buy |
25,262
+355
| +1% | +$21.7K | 0.14% | 95 |
|
|
2023
Q4 | $1.47M | Buy |
24,907
+9,355
| +60% | +$551K | 0.15% | 91 |
|
|
2023
Q3 | $871K | Sell |
15,552
-2,206
| -12% | -$123K | 0.1% | 117 |
|
|
2023
Q2 | $1.07M | Sell |
17,758
-1,245
| -7% | -$75K | 0.11% | 108 |
|
|
2023
Q1 | $1.18M | Sell |
19,003
-224
| -1% | -$13.9K | 0.14% | 99 |
|
|
2022
Q4 | $1.22M | Buy |
19,227
+5,234
| +37% | +$333K | 0.15% | 101 |
|
|
2022
Q3 | $784K | Buy |
13,993
+483
| +4% | +$27.1K | 0.13% | 96 |
|
|
2022
Q2 | $850K | Sell |
13,510
-2,028
| -13% | -$128K | 0.14% | 100 |
|
|
2022
Q1 | $963K | Sell |
15,538
-672
| -4% | -$41.6K | 0.15% | 96 |
|
|
2021
Q4 | $960K | Buy |
16,210
+8,650
| +114% | +$512K | 0.15% | 86 |
|
|
2021
Q3 | $397K | Sell |
7,560
-1,732
| -19% | -$91K | 0.1% | 82 |
|
|
2021
Q2 | $503K | Buy |
9,292
+26
| +0.3% | +$1.41K | 0.11% | 78 |
|
|
2021
Q1 | $488K | Buy |
9,266
+320
| +4% | +$16.9K | 0.11% | 73 |
|
|
2020
Q4 | $491K | Buy |
8,946
+223
| +3% | +$12.2K | 0.12% | 69 |
|
|
2020
Q3 | $431K | Sell |
8,723
-266
| -3% | -$13.1K | 0.12% | 68 |
|
|
2020
Q2 | $402K | Sell |
8,989
-306
| -3% | -$13.7K | 0.12% | 69 |
|
|
2020
Q1 | $413K | Sell |
9,295
-1,086
| -10% | -$48.3K | 0.16% | 52 |
|
|
2019
Q4 | $575K | Buy |
10,381
+1,472
| +17% | +$81.5K | 0.2% | 48 |
|
|
2019
Q3 | $485K | Buy |
8,909
+1,110
| +14% | +$60.4K | 0.18% | 55 |
|
|
2019
Q2 | $397K | Buy |
7,799
+909
| +13% | +$46.3K | 0.15% | 68 |
|
|
2019
Q1 | $322K | Sell |
6,890
-512
| -7% | -$23.9K | 0.13% | 79 |
|
|
2018
Q4 | $350K | Buy |
+7,402
| New | +$350K | 0.17% | 63 |
|