Linscomb Wealth’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 | $1.69M | Sell |
23,907
-1,432
| -6% | -$101K | 0.08% | 149 |
|
|
2025
Q1 | $1.81M | Buy |
25,339
+51
| +0.2% | +$3.65K | 0.09% | 146 |
|
|
2024
Q4 | $1.57M | Sell |
25,288
-242
| -0.9% | -$15.1K | 0.08% | 150 |
|
|
2024
Q3 | $1.83M | Sell |
25,530
-711
| -3% | -$51.1K | 0.09% | 143 |
|
|
2024
Q2 | $1.67M | Buy |
26,241
+695
| +3% | +$44.2K | 0.09% | 140 |
|
|
2024
Q1 | $1.56M | Sell |
25,546
-119
| -0.5% | -$7.28K | 0.08% | 141 |
|
|
2023
Q4 | $1.51M | Sell |
25,665
-205
| -0.8% | -$12.1K | 0.08% | 141 |
|
|
2023
Q3 | $1.45M | Buy |
25,870
+809
| +3% | +$45.3K | 0.08% | 138 |
|
|
2023
Q2 | $1.51M | Sell |
25,061
-1,527
| -6% | -$92K | 0.08% | 146 |
|
|
2023
Q1 | $1.65M | Sell |
26,588
-49,001
| -65% | -$3.04M | 0.09% | 140 |
|
|
2022
Q4 | $4.81M | Buy |
75,589
+48,355
| +178% | +$3.08M | 0.24% | 88 |
|
|
2022
Q3 | $1.53M | Sell |
27,234
-1,472
| -5% | -$82.5K | 0.09% | 137 |
|
|
2022
Q2 | $1.81M | Sell |
28,706
-48,325
| -63% | -$3.04M | 0.1% | 129 |
|
|
2022
Q1 | $4.78M | Sell |
77,031
-920
| -1% | -$57K | 0.23% | 85 |
|
|
2021
Q4 | $4.62M | Sell |
77,951
-1,015
| -1% | -$60.1K | 0.22% | 86 |
|
|
2021
Q3 | $4.14M | Buy |
78,966
+1,192
| +2% | +$62.5K | 0.21% | 90 |
|
|
2021
Q2 | $4.21M | Sell |
77,774
-1,022
| -1% | -$55.3K | 0.22% | 90 |
|
|
2021
Q1 | $4.15M | Buy |
78,796
+184
| +0.2% | +$9.7K | 0.23% | 89 |
|
|
2020
Q4 | $4.31M | Sell |
78,612
-982
| -1% | -$53.9K | 0.26% | 83 |
|
|
2020
Q3 | $3.93M | Buy |
79,594
+138
| +0.2% | +$6.81K | 0.27% | 84 |
|
|
2020
Q2 | $3.55M | Sell |
79,456
-335
| -0.4% | -$15K | 0.26% | 83 |
|
|
2020
Q1 | $3.53M | Sell |
79,791
-162
| -0.2% | -$7.17K | 0.31% | 67 |
|
|
2019
Q4 | $4.43M | Buy |
79,953
+49,443
| +162% | +$2.74M | 0.29% | 69 |
|
|
2019
Q3 | $1.66M | Sell |
30,510
-287
| -0.9% | -$15.6K | 0.13% | 95 |
|
|
2019
Q2 | $1.57M | Sell |
30,797
-2,591
| -8% | -$132K | 0.13% | 98 |
|
|
2019
Q1 | $1.57M | Sell |
33,388
-2,990
| -8% | -$140K | 0.13% | 97 |
|
|
2018
Q4 | $1.72M | Sell |
36,378
-92
| -0.3% | -$4.36K | 0.16% | 88 |
|
|
2018
Q3 | $1.69M | Buy |
36,470
+1,434
| +4% | +$66.3K | 0.14% | 93 |
|
|
2018
Q2 | $1.54M | Sell |
35,036
-79,664
| -69% | -$3.49M | 0.13% | 95 |
|
|
2018
Q1 | $4.98M | Buy |
114,700
+1,496
| +1% | +$65K | 0.42% | 36 |
|
|
2017
Q4 | $5.19M | Buy |
113,204
+7,067
| +7% | +$324K | 0.43% | 39 |
|
|
2017
Q3 | $4.78M | Buy |
106,137
+3,867
| +4% | +$174K | 0.41% | 37 |
|
|
2017
Q2 | $4.59M | Buy |
102,270
+1,102
| +1% | +$49.4K | 0.41% | 34 |
|
|
2017
Q1 | $4.29M | Buy |
101,168
+3,208
| +3% | +$136K | 0.39% | 38 |
|
|
2016
Q4 | $4.06M | Buy |
97,960
+4,916
| +5% | +$204K | 0.38% | 39 |
|
|
2016
Q3 | $3.94M | Buy |
93,044
+9,213
| +11% | +$390K | 0.38% | 37 |
|
|
2016
Q2 | $3.8M | Buy |
83,831
+861
| +1% | +$39K | 0.38% | 33 |
|
|
2016
Q1 | $3.85M | Buy |
82,970
+3,158
| +4% | +$147K | 0.42% | 32 |
|
|
2015
Q4 | $3.43M | Buy |
79,812
+3,263
| +4% | +$140K | 0.39% | 36 |
|
|
2015
Q3 | $3.07M | Buy |
76,549
+4,960
| +7% | +$199K | 0.36% | 41 |
|
|
2015
Q2 | $2.81M | Buy |
71,589
+985
| +1% | +$38.6K | 0.31% | 51 |
|
|
2015
Q1 | $2.86M | Buy |
70,604
+2,905
| +4% | +$118K | 0.31% | 52 |
|
|
2014
Q4 | $2.86M | Sell |
67,699
-3,315
| -5% | -$140K | 0.32% | 52 |
|
|
2014
Q3 | $3.03M | Sell |
71,014
-112
| -0.2% | -$4.78K | 0.33% | 47 |
|
|
2014
Q2 | $3.01M | Buy |
71,126
+17,512
| +33% | +$742K | 0.32% | 46 |
|
|
2014
Q1 | $2.07M | Buy |
53,614
+16,938
| +46% | +$655K | 0.23% | 66 |
|
|
2013
Q4 | $1.52M | Sell |
36,676
-792
| -2% | -$32.7K | 0.19% | 75 |
|
|
2013
Q3 | $1.42M | Buy |
37,468
+595
| +2% | +$22.5K | 0.19% | 70 |
|
|
2013
Q2 | $1.48M | Buy |
+36,873
| New | +$1.48M | 0.2% | 60 |
|