Lockheed Martin Investment Management’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 | $35.5M | Buy |
502,385
+288,490
| +135% | +$20.4M | 1.3% | 17 |
|
|
2025
Q1 | $15.3M | Sell |
213,895
-5,090
| -2% | -$365K | 0.62% | 43 |
|
|
2024
Q4 | $13.6M | Buy |
218,985
+30,650
| +16% | +$1.91M | 0.54% | 43 |
|
|
2024
Q3 | $13.5M | Sell |
188,335
-5,600
| -3% | -$402K | 0.63% | 39 |
|
|
2024
Q2 | $12.3M | Sell |
193,935
-7,020
| -3% | -$447K | 0.71% | 32 |
|
|
2024
Q1 | $12.1M | Sell |
200,955
-14,245
| -7% | -$856K | 0.88% | 28 |
|
|
2023
Q4 | $12.7M | Buy |
+215,200
| New | +$12.7M | 0.91% | 30 |
|
|
2020
Q2 | – | Sell |
-312,542
| Closed | -$13.8M | – | 70 |
|
|
2020
Q1 | $13.8M | Buy |
312,542
+93,300
| +43% | +$4.13M | 0.94% | 20 |
|
|
2019
Q4 | $12.1M | Buy |
219,242
+33,652
| +18% | +$1.86M | 0.64% | 33 |
|
|
2019
Q3 | $10.1M | Sell |
185,590
-110,710
| -37% | -$6.03M | 0.64% | 27 |
|
|
2019
Q2 | $15.1M | Buy |
+296,300
| New | +$15.1M | 0.68% | 34 |
|