Lowe Wealth Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $134K | Hold |
2,013
| – | – | 0.05% | 78 |
|
|
2025
Q2 | $142K | Hold |
2,013
| – | – | 0.06% | 72 |
|
|
2025
Q1 | $144K | Hold |
2,013
| – | – | 0.06% | 63 |
|
|
2024
Q4 | $125K | Hold |
2,013
| – | – | 0.05% | 73 |
|
|
2024
Q3 | $145K | Hold |
2,013
| – | – | 0.06% | 61 |
|
|
2024
Q2 | $128K | Hold |
2,013
| – | – | 0.06% | 62 |
|
|
2024
Q1 | $123K | Hold |
2,013
| – | – | 0.06% | 68 |
|
|
2023
Q4 | $119K | Hold |
2,013
| – | – | 0.06% | 68 |
|
|
2023
Q3 | $113K | Sell |
2,013
-25
| -1% | -$1.5K | 0.06% | 69 |
|
|
2023
Q2 | $123K | Hold |
2,038
| – | – | 0.06% | 67 |
|
|
2023
Q1 | $126K | Hold |
2,038
| – | – | 0.07% | 62 |
|
|
2022
Q4 | $130K | Buy |
2,038
+100
| +5% | +$6.04K | 0.07% | 61 |
|
|
2022
Q3 | $109K | Hold |
1,938
| – | – | 0.06% | 59 |
|
|
2022
Q2 | $122K | Hold |
1,938
| – | – | 0.07% | 56 |
|
|
2022
Q1 | $120K | Sell |
1,938
-25
| -1% | -$1.52K | 0.05% | 65 |
|
|
2021
Q4 | $116K | Hold |
1,963
| – | – | 0.05% | 65 |
|
|
2021
Q3 | $103K | Hold |
1,963
| – | – | 0.05% | 63 |
|
|
2021
Q2 | $106K | Hold |
1,963
| – | – | 0.05% | 63 |
|
|
2021
Q1 | $103K | Buy |
1,963
+65
| +3% | +$3.27K | 0.05% | 59 |
|
|
2020
Q4 | $104K | Hold |
1,898
| – | – | 0.05% | 53 |
|
|
2020
Q3 | $94K | Hold |
1,898
| – | – | 0.05% | 50 |
|
|
2020
Q2 | $85K | Hold |
1,898
| – | – | 0.05% | 51 |
|
|
2020
Q1 | $84K | Hold |
1,898
| – | – | 0.06% | 44 |
|
|
2019
Q4 | $105K | Hold |
1,898
| – | – | 0.06% | 43 |
|
|
2019
Q3 | $103K | Hold |
1,898
| – | – | 0.06% | 42 |
|
|
2019
Q2 | $97K | Hold |
1,898
| – | – | 0.06% | 43 |
|
|
2019
Q1 | $88K | Buy |
1,898
+100
| +6% | +$4.68K | 0.05% | 47 |
|
|
2018
Q4 | $85K | Hold |
1,798
| – | – | 0.06% | 43 |
|
|
2018
Q3 | $83K | Hold |
1,798
| – | – | 0.05% | 45 |
|
|
2018
Q2 | $79K | Hold |
1,798
| – | – | 0.05% | 45 |
|
|
2018
Q1 | $78K | Hold |
1,798
| – | – | 0.05% | 47 |
|
|
2017
Q4 | $82K | Hold |
1,798
| – | – | 0.05% | 49 |
|
|
2017
Q3 | $81K | Hold |
1,798
| – | – | 0.05% | 49 |
|
|
2017
Q2 | $81K | Hold |
1,798
| – | – | 0.05% | 48 |
|
|
2017
Q1 | $76K | Hold |
1,798
| – | – | 0.05% | 49 |
|
|
2016
Q4 | $75K | Sell |
1,798
-933
| -34% | -$38.8K | 0.05% | 48 |
|
|
2016
Q3 | $116K | Buy |
2,731
+600
| +28% | +$26.3K | 0.08% | 36 |
|
|
2016
Q2 | $97K | Hold |
2,131
| – | – | 0.07% | 40 |
|
|
2016
Q1 | $99K | Sell |
2,131
-200
| -9% | -$8.7K | 0.07% | 40 |
|
|
2015
Q4 | $100K | Buy |
2,331
+200
| +9% | +$8.49K | 0.07% | 41 |
|
|
2015
Q3 | $85K | Sell |
2,131
-3,218
| -60% | -$129K | 0.06% | 41 |
|
|
2015
Q2 | $210K | Buy |
5,349
+333
| +7% | +$13.5K | 0.14% | 31 |
|
|
2015
Q1 | $203K | Buy |
5,016
+150
| +3% | +$6.27K | 0.14% | 28 |
|
|
2014
Q4 | $205K | Buy |
+4,866
| New | +$208K | 0.15% | 26 |
|
Other funds holding KO
Lowe Wealth Advisors's KO Position: Q3 2025 in Review
Lowe Wealth Advisors held its Coca-Cola (KO) position steady in Q3 2025 at 2,013 shares worth $134K. The position accounts for 0.05% of the portfolio, ranked #78.
Lowe Wealth Advisors first reported a position in KO in Q4 2014 and has held it in 44 quarters since. The position peaked at $210K in Q2 2015. 3,278 funds tracked by Wall St. Rank hold KO as of Q3 2025.
- Lowe Wealth Advisors held 2,013 shares of Coca-Cola worth $134K as of Q3 2025.
- Lowe Wealth Advisors left its Coca-Cola share count unchanged in Q3 2025.
- Coca-Cola made up 0.05% of Lowe Wealth Advisors's portfolio in Q3 2025, its #78 holding.
- Lowe Wealth Advisors first reported a position in Coca-Cola in Q4 2014 and has held it in 44 quarters since.
- Lowe Wealth Advisors's Coca-Cola position peaked at $210K in Q2 2015.
- 3,278 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.
Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.