Lion Street 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 | $936K | Buy |
13,229
+389
| +3% | +$27.5K | 0.28% | 82 |
|
|
2025
Q1 | $920K | Sell |
12,840
-968
| -7% | -$69.3K | 0.29% | 73 |
|
|
2024
Q4 | $860K | Buy |
13,808
+187
| +1% | +$11.6K | 0.27% | 77 |
|
|
2024
Q3 | $979K | Sell |
13,621
-16,304
| -54% | -$1.17M | 0.34% | 65 |
|
|
2024
Q2 | $1.9M | Buy |
29,925
+3
| +0% | +$191 | 0.71% | 27 |
|
|
2024
Q1 | $1.76M | Hold |
29,922
| – | – | 0.72% | 27 |
|
|
2023
Q4 | $1.76M | Sell |
29,922
-1,934
| -6% | -$114K | 0.72% | 27 |
|
|
2023
Q3 | $1.78M | Buy |
31,856
+2,291
| +8% | +$128K | 0.58% | 22 |
|
|
2023
Q2 | $1.67M | Buy |
29,565
+2,550
| +9% | +$144K | 0.56% | 26 |
|
|
2023
Q1 | $1.68M | Buy |
27,015
+15,993
| +145% | +$992K | 0.52% | 25 |
|
|
2022
Q4 | $621K | Buy |
11,022
+1,604
| +17% | +$90.4K | 0.33% | 48 |
|
|
2022
Q3 | $529K | Sell |
9,418
-1,604
| -15% | -$90.1K | 0.26% | 54 |
|
|
2022
Q2 | $620K | Buy |
11,022
+1,363
| +14% | +$76.7K | 0.32% | 48 |
|
|
2022
Q1 | $594K | Sell |
9,659
-1,382
| -13% | -$85K | 0.3% | 48 |
|
|
2021
Q4 | $655K | Buy |
11,041
+140
| +1% | +$8.31K | 0.32% | 47 |
|
|
2021
Q3 | $566K | Buy |
+10,901
| New | +$566K | 0.31% | 55 |
|
|
2020
Q2 | – | Sell |
-68
| Closed | -$3K | – | 232 |
|
|
2020
Q1 | $3K | Buy |
+68
| New | +$3K | 0.02% | 317 |
|