LRI Investments’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 | $3.72M | Sell |
52,597
-590
| -1% | -$41.7K | 0.32% | 34 |
|
|
2025
Q1 | $3.81M | Sell |
53,187
-1,020
| -2% | -$73.1K | 0.37% | 31 |
|
|
2024
Q4 | $3.37M | Buy |
54,207
+2,203
| +4% | +$137K | 0.33% | 28 |
|
|
2024
Q3 | $3.25M | Buy |
52,004
+9,429
| +22% | +$590K | 0.32% | 28 |
|
|
2024
Q2 | $2.71M | Buy |
42,575
+6,775
| +19% | +$431K | 0.31% | 29 |
|
|
2024
Q1 | $2.19M | Buy |
+35,800
| New | +$2.19M | 0.55% | 26 |
|