LPL Financial’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 | $383M | Buy |
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|
2025
Q2 | $364M | Buy |
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|
2025
Q1 | $352M | Buy |
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|
2024
Q4 | $270M | Buy |
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|
2024
Q3 | $298M | Buy |
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|
2024
Q2 | $247M | Buy |
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|
2024
Q1 | $219M | Buy |
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|
2023
Q4 | $197M | Buy |
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|
2023
Q3 | $173M | Buy |
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|
2023
Q2 | $177M | Buy |
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|
2023
Q1 | $174M | Buy |
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|
2022
Q4 | $147M | Sell |
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|
2022
Q3 | $130M | Buy |
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|
2022
Q2 | $137M | Buy |
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|
2022
Q1 | $121M | Sell |
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|
2021
Q4 | $116M | Buy |
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|
2021
Q3 | $101M | Buy |
|
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|
2021
Q2 | $98.3M | Buy |
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|
2021
Q1 | $94.7M | Buy |
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|
2020
Q4 | $93.7M | Buy |
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|
2020
Q3 | $82.8M | Buy |
|
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|
2020
Q2 | $74.6M | Sell |
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|
2020
Q1 | $74M | Buy |
|
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|
2019
Q4 | $91.7M | Buy |
|
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|
2019
Q3 | $86M | Sell |
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|
2019
Q2 | $82.7M | Buy |
|
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|
2019
Q1 | $69.1M | Sell |
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|
2018
Q4 | $71.3M | Buy |
|
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|
2018
Q3 | $67.7M | Sell |
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|
2018
Q2 | $65.7M | Sell |
|
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|
2018
Q1 | $70.4M | Buy |
|
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|
2017
Q4 | $59.3M | Buy |
|
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|
2017
Q3 | $50.6M | Buy |
|
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|
2017
Q2 | $49.9M | Buy |
|
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|
2017
Q1 | $3.74M | Buy |
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|
2016
Q4 | $3.67M | Buy |
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|
2016
Q3 | $3.38M | Buy |
|
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|
2016
Q2 | $1.59M | Sell |
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|
2016
Q1 | $76.5M | Sell |
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|
2015
Q4 | $70.2M | Buy |
|
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|
2015
Q3 | $34.5M | Sell |
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|
2015
Q2 | $33.5M | Buy |
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|
2015
Q1 | $33.3M | Sell |
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|
2014
Q4 | $39.8M | Sell |
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|
2014
Q3 | $40.9M | Buy |
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|
2014
Q2 | $40.3M | Buy |
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|
2014
Q1 | $35.4M | Sell |
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|
2013
Q4 | $49.2M | Buy |
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|
2013
Q3 | $43.7M | Buy |
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|
2013
Q2 | $44.3M | Buy |
|