Lyell Wealth Management’s Coca-Cola KO Stock Holding History

Lyell Wealth Management’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	$405K	Hold	5,725	–	–	0.03%	160
2025 Q1	$410K	Buy	5,725 +450	+9%	+$32.2K	0.04%	154
2024 Q4	$328K	Hold	5,275	–	–	0.03%	162
2024 Q3	$379K	Hold	5,275	–	–	0.03%	163
2024 Q2	$336K	Sell	5,275 -994	-16%	-$63.3K	0.03%	160
2024 Q1	$384K	Buy	6,269 +994	+19%	+$60.8K	0.04%	152
2023 Q4	$311K	Hold	5,275	–	–	0.04%	161
2023 Q3	$295K	Sell	5,275 -880	-14%	-$49.3K	0.04%	150
2023 Q2	$371K	Sell	6,155 -1,480	-19%	-$89.1K	0.05%	146
2023 Q1	$474K	Buy	7,635 +370	+5%	+$23K	0.07%	140
2022 Q4	$462K	Buy	7,265 +275	+4%	+$17.5K	0.07%	137
2022 Q3	$392K	Buy	6,990 +60	+0.9%	+$3.37K	0.07%	141
2022 Q2	$439K	Buy	6,930 +340	+5%	+$21.5K	0.07%	136
2022 Q1	$411K	Sell	6,590 -780	-11%	-$48.6K	0.05%	151
2021 Q4	$436K	Sell	7,370 -338	-4%	-$20K	0.05%	142
2021 Q3	$408K	Hold	7,708	–	–	0.05%	139
2021 Q2	$420K	Buy	7,708 +368	+5%	+$20.1K	0.05%	143
2021 Q1	$390K	Sell	7,340 -150	-2%	-$7.97K	0.06%	140
2020 Q4	$411K	Buy	7,490 +90	+1%	+$4.94K	0.07%	125
2020 Q3	$368K	Sell	7,400 -84	-1%	-$4.18K	0.07%	107
2020 Q2	$337K	Buy	7,484 +1,384	+23%	+$62.3K	0.07%	101
2020 Q1	$273K	Sell	6,100 -1,300	-18%	-$58.2K	0.08%	102
2019 Q4	$410K	Hold	7,400	–	–	0.11%	90
2019 Q3	$406K	Hold	7,400	–	–	0.12%	89
2019 Q2	$380K	Sell	7,400 -500	-6%	-$25.7K	0.11%	96
2019 Q1	$373K	Hold	7,900	–	–	0.12%	96
2018 Q4	$374K	Hold	7,900	–	–	0.16%	89
2018 Q3	$368K	Hold	7,900	–	–	0.12%	94
2018 Q2	$350K	Hold	7,900	–	–	0.13%	91
2018 Q1	$346K	Hold	7,900	–	–	0.13%	91
2017 Q4	$362K	Hold	7,900	–	–	0.14%	91
2017 Q3	$359K	Sell	7,900 -50	-0.6%	-$2.27K	0.16%	89
2017 Q2	$359K	Buy	7,950 +50	+0.6%	+$2.26K	0.17%	83
2017 Q1	$338K	Hold	7,900	–	–	0.18%	83
2016 Q4	$328K	Buy	+7,900	New	+$328K	0.2%	80