LM 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 | $852K | Sell |
12,041
-67
| -0.6% | -$4.74K | 0.11% | 95 |
|
|
2025
Q1 | $867K | Buy |
12,108
+67
| +0.6% | +$4.8K | 0.16% | 102 |
|
|
2024
Q4 | $750K | Hold |
12,041
| – | – | 0.13% | 107 |
|
|
2024
Q3 | $865K | Sell |
12,041
-515
| -4% | -$37K | 0.18% | 84 |
|
|
2024
Q2 | $799K | Sell |
12,556
-5,225
| -29% | -$332K | ﹤0.01% | 107 |
|
|
2024
Q1 | $1.09M | Sell |
17,781
-162
| -0.9% | -$9.91K | 0.17% | 91 |
|
|
2023
Q4 | $1.06M | Buy |
+17,943
| New | +$1.06M | 0.21% | 77 |
|