Lowe Wealth Advisors’s Coca-Cola KO Stock Holding History

Lowe Wealth Advisors’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
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%	-$1.4K	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%	+$6.36K	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%	-$1.55K	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%	+$3.41K	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%	+$4.64K	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%	-$38.9K	0.05%	48
2016 Q3	$116K	Buy	2,731 +600	+28%	+$25.5K	0.08%	36
2016 Q2	$97K	Hold	2,131	–	–	0.07%	40
2016 Q1	$99K	Sell	2,131 -200	-9%	-$9.29K	0.07%	40
2015 Q4	$100K	Buy	2,331 +200	+9%	+$8.58K	0.07%	41
2015 Q3	$85K	Sell	2,131 -3,218	-60%	-$128K	0.06%	41
2015 Q2	$210K	Buy	5,349 +333	+7%	+$13.1K	0.14%	31
2015 Q1	$203K	Buy	5,016 +150	+3%	+$6.07K	0.14%	28
2014 Q4	$205K	Buy	+4,866	New	+$205K	0.15%	26