LPL Financial’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 | $364M | Buy |
5,145,891
+229,813
| +5% | +$16.3M | 0.12% | 163 |
|
|
2025
Q1 | $352M | Buy |
4,916,078
+575,499
| +13% | +$41.2M | 0.14% | 145 |
|
|
2024
Q4 | $270M | Buy |
4,340,579
+191,712
| +5% | +$11.9M | 0.11% | 167 |
|
|
2024
Q3 | $298M | Buy |
4,148,867
+274,961
| +7% | +$19.8M | 0.13% | 144 |
|
|
2024
Q2 | $247M | Buy |
3,873,906
+294,500
| +8% | +$18.7M | 0.12% | 149 |
|
|
2024
Q1 | $219M | Buy |
3,579,406
+230,035
| +7% | +$14.1M | 0.12% | 160 |
|
|
2023
Q4 | $197M | Buy |
3,349,371
+261,292
| +8% | +$15.4M | 0.12% | 160 |
|
|
2023
Q3 | $173M | Buy |
3,088,079
+144,036
| +5% | +$8.06M | 0.12% | 151 |
|
|
2023
Q2 | $177M | Buy |
2,944,043
+132,683
| +5% | +$7.99M | 0.13% | 143 |
|
|
2023
Q1 | $174M | Buy |
2,811,360
+507,423
| +22% | +$31.5M | 0.14% | 137 |
|
|
2022
Q4 | $147M | Sell |
2,303,937
-12,732
| -0.5% | -$810K | 0.13% | 162 |
|
|
2022
Q3 | $130M | Buy |
2,316,669
+139,713
| +6% | +$7.83M | 0.13% | 155 |
|
|
2022
Q2 | $137M | Buy |
2,176,956
+232,855
| +12% | +$14.6M | 0.13% | 151 |
|
|
2022
Q1 | $121M | Sell |
1,944,101
-22,432
| -1% | -$1.39M | 0.1% | 183 |
|
|
2021
Q4 | $116M | Buy |
1,966,533
+35,490
| +2% | +$2.1M | 0.1% | 192 |
|
|
2021
Q3 | $101M | Buy |
1,931,043
+114,047
| +6% | +$5.98M | 0.1% | 200 |
|
|
2021
Q2 | $98.3M | Buy |
1,816,996
+20,145
| +1% | +$1.09M | 0.1% | 193 |
|
|
2021
Q1 | $94.7M | Buy |
1,796,851
+88,526
| +5% | +$4.67M | 0.11% | 176 |
|
|
2020
Q4 | $93.7M | Buy |
1,708,325
+30,274
| +2% | +$1.66M | 0.12% | 160 |
|
|
2020
Q3 | $82.8M | Buy |
1,678,051
+9,410
| +0.6% | +$465K | 0.13% | 158 |
|
|
2020
Q2 | $74.6M | Sell |
1,668,641
-4,358
| -0.3% | -$195K | 0.13% | 151 |
|
|
2020
Q1 | $74M | Buy |
1,672,999
+15,727
| +0.9% | +$696K | 0.16% | 126 |
|
|
2019
Q4 | $91.7M | Buy |
1,657,272
+78,192
| +5% | +$4.33M | 0.17% | 119 |
|
|
2019
Q3 | $86M | Sell |
1,579,080
-44,201
| -3% | -$2.41M | 0.18% | 113 |
|
|
2019
Q2 | $82.7M | Buy |
1,623,281
+148,541
| +10% | +$7.56M | 0.18% | 110 |
|
|
2019
Q1 | $69.1M | Sell |
1,474,740
-31,720
| -2% | -$1.49M | 0.16% | 121 |
|
|
2018
Q4 | $71.3M | Buy |
1,506,460
+41,789
| +3% | +$1.98M | 0.19% | 106 |
|
|
2018
Q3 | $67.7M | Sell |
1,464,671
-33,003
| -2% | -$1.52M | 0.16% | 114 |
|
|
2018
Q2 | $65.7M | Sell |
1,497,674
-123,000
| -8% | -$5.39M | 0.17% | 109 |
|
|
2018
Q1 | $70.4M | Buy |
1,620,674
+327,650
| +25% | +$14.2M | 0.19% | 102 |
|
|
2017
Q4 | $59.3M | Buy |
1,293,024
+169,388
| +15% | +$7.77M | 0.18% | 106 |
|
|
2017
Q3 | $50.6M | Buy |
1,123,636
+10,305
| +0.9% | +$464K | 0.18% | 105 |
|
|
2017
Q2 | $49.9M | Buy |
1,113,331
+1,025,212
| +1,163% | +$46M | 0.19% | 104 |
|
|
2017
Q1 | $3.74M | Buy |
88,119
+93
| +0.1% | +$3.95K | 0.03% | 533 |
|
|
2016
Q4 | $3.67M | Buy |
88,026
+7,470
| +9% | +$312K | 0.03% | 535 |
|
|
2016
Q3 | $3.38M | Buy |
80,556
+45,419
| +129% | +$1.9M | 0.03% | 522 |
|
|
2016
Q2 | $1.59M | Sell |
35,137
-1,608,926
| -98% | -$72.9M | 0.01% | 883 |
|
|
2016
Q1 | $76.5M | Sell |
1,644,063
-6,671
| -0.4% | -$310K | 0.21% | 101 |
|
|
2015
Q4 | $70.2M | Buy |
1,650,734
+808,444
| +96% | +$34.4M | 0.19% | 106 |
|
|
2015
Q3 | $34.5M | Sell |
842,290
-7,476
| -0.9% | -$306K | 0.19% | 112 |
|
|
2015
Q2 | $33.5M | Buy |
849,766
+30,212
| +4% | +$1.19M | 0.17% | 124 |
|
|
2015
Q1 | $33.3M | Sell |
819,554
-124,295
| -13% | -$5.06M | 0.17% | 119 |
|
|
2014
Q4 | $39.8M | Sell |
943,849
-12,924
| -1% | -$546K | 0.22% | 91 |
|
|
2014
Q3 | $40.9M | Buy |
956,773
+4,313
| +0.5% | +$184K | 0.24% | 80 |
|
|
2014
Q2 | $40.3M | Buy |
952,460
+36,302
| +4% | +$1.54M | 0.24% | 83 |
|
|
2014
Q1 | $35.4M | Sell |
916,158
-273,678
| -23% | -$10.6M | 0.22% | 94 |
|
|
2013
Q4 | $49.2M | Buy |
1,189,836
+37,137
| +3% | +$1.53M | 0.31% | 61 |
|
|
2013
Q3 | $43.7M | Buy |
1,152,699
+47,375
| +4% | +$1.8M | 0.29% | 64 |
|
|
2013
Q2 | $44.3M | Buy |
+1,105,324
| New | +$44.3M | 0.32% | 60 |
|