MLL
Moody Lynn & Lieberson’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.3M | Buy |
188,050
+26,430
| +16% | +$1.87M | 0.77% | 32 |
|
|
2025
Q1 | $11.6M | Buy |
161,620
+16,254
| +11% | +$1.16M | 0.74% | 35 |
|
|
2024
Q4 | $9.05M | Buy |
145,366
+2,410
| +2% | +$150K | 0.55% | 37 |
|
|
2024
Q3 | $10.3M | Buy |
142,956
+19,099
| +15% | +$1.37M | 0.63% | 37 |
|
|
2024
Q2 | $7.88M | Buy |
123,857
+178
| +0.1% | +$11.3K | 0.52% | 42 |
|
|
2024
Q1 | $7.57M | Sell |
123,679
-17,421
| -12% | -$1.07M | 0.51% | 43 |
|
|
2023
Q4 | $8.32M | Sell |
141,100
-43,877
| -24% | -$2.59M | 0.63% | 39 |
|
|
2023
Q3 | $10.4M | Sell |
184,977
-214
| -0.1% | -$12K | 0.89% | 36 |
|
|
2023
Q2 | $11.2M | Buy |
185,191
+3,243
| +2% | +$195K | 0.9% | 35 |
|
|
2023
Q1 | $11.3M | Sell |
181,948
-381
| -0.2% | -$23.6K | 1.02% | 35 |
|
|
2022
Q4 | $11.6M | Buy |
182,329
+123
| +0.1% | +$7.82K | 1.06% | 33 |
|
|
2022
Q3 | $10.2M | Sell |
182,206
-616
| -0.3% | -$34.5K | 0.99% | 37 |
|
|
2022
Q2 | $11.5M | Sell |
182,822
-398
| -0.2% | -$25K | 1.04% | 34 |
|
|
2022
Q1 | $11.4M | Buy |
183,220
+577
| +0.3% | +$35.8K | 0.83% | 37 |
|
|
2021
Q4 | $10.8M | Buy |
182,643
+1,918
| +1% | +$114K | 0.73% | 41 |
|
|
2021
Q3 | $9.48M | Sell |
180,725
-128,029
| -41% | -$6.72M | 0.71% | 42 |
|
|
2021
Q2 | $16.7M | Buy |
308,754
+1,388
| +0.5% | +$75.1K | 1.26% | 27 |
|
|
2021
Q1 | $16.2M | Sell |
307,366
-15,569
| -5% | -$821K | 1.35% | 31 |
|
|
2020
Q4 | $17.7M | Buy |
322,935
+3,363
| +1% | +$184K | 1.52% | 21 |
|
|
2020
Q3 | $15.8M | Buy |
319,572
+33,179
| +12% | +$1.64M | 1.56% | 20 |
|
|
2020
Q2 | $12.8M | Sell |
286,393
-50,919
| -15% | -$2.28M | 1.39% | 27 |
|
|
2020
Q1 | $14.9K | Buy |
337,312
+15,795
| +5% | +$699 | 2.05% | 14 |
|
|
2019
Q4 | $17.8M | Buy |
321,517
+3,257
| +1% | +$180K | 1.72% | 14 |
|
|
2019
Q3 | $17.3M | Buy |
318,260
+954
| +0.3% | +$51.9K | 1.93% | 12 |
|
|
2019
Q2 | $16.2M | Sell |
317,306
-8,219
| -3% | -$419K | 1.78% | 19 |
|
|
2019
Q1 | $15.3M | Sell |
325,525
-62,592
| -16% | -$2.93M | 1.75% | 16 |
|
|
2018
Q4 | $18.4M | Buy |
388,117
+75,110
| +24% | +$3.56M | 2.47% | 9 |
|
|
2018
Q3 | $14.5M | Buy |
313,007
+75,912
| +32% | +$3.51M | 1.53% | 21 |
|
|
2018
Q2 | $10.4M | Buy |
237,095
+83,988
| +55% | +$3.68M | 1.23% | 31 |
|
|
2018
Q1 | $6.65M | Buy |
153,107
+100,784
| +193% | +$4.38M | 0.8% | 39 |
|
|
2017
Q4 | $2.48M | Buy |
52,323
+8,496
| +19% | +$403K | 0.26% | 69 |
|
|
2017
Q3 | $1.97M | Buy |
43,827
+516
| +1% | +$23.2K | 0.24% | 82 |
|
|
2017
Q2 | $1.94M | Buy |
43,311
+9,338
| +27% | +$419K | 0.26% | 75 |
|
|
2017
Q1 | $1.44M | Sell |
33,973
-2,310
| -6% | -$98K | 0.2% | 75 |
|
|
2016
Q4 | $1.5M | Sell |
36,283
-985
| -3% | -$40.8K | 0.22% | 81 |
|
|
2016
Q3 | $1.58M | Sell |
37,268
-79,679
| -68% | -$3.37M | 0.26% | 77 |
|
|
2016
Q2 | $5.3M | Buy |
116,947
+1,954
| +2% | +$88.6K | 0.95% | 38 |
|
|
2016
Q1 | $5.34M | Sell |
114,993
-51,712
| -31% | -$2.4M | 0.84% | 50 |
|
|
2015
Q4 | $7.16M | Sell |
166,705
-5,699
| -3% | -$245K | 1.13% | 30 |
|
|
2015
Q3 | $6.92M | Buy |
172,404
+137,927
| +400% | +$5.53M | 1.33% | 28 |
|
|
2015
Q2 | $1.35M | Sell |
34,477
-278
| -0.8% | -$10.9K | 0.22% | 90 |
|
|
2015
Q1 | $1.41M | Sell |
34,755
-7,416
| -18% | -$301K | 0.22% | 84 |
|
|
2014
Q4 | $1.78M | Sell |
42,171
-804
| -2% | -$33.9K | 0.25% | 83 |
|
|
2014
Q3 | $1.83M | Sell |
42,975
-1,125
| -3% | -$48K | 0.27% | 86 |
|
|
2014
Q2 | $1.87M | Sell |
44,100
-391
| -0.9% | -$16.6K | 0.26% | 88 |
|
|
2014
Q1 | $1.72M | Buy |
44,491
+3,254
| +8% | +$126K | 0.25% | 98 |
|
|
2013
Q4 | $1.7M | Sell |
41,237
-1,832
| -4% | -$75.7K | 0.23% | 102 |
|
|
2013
Q3 | $1.63M | Buy |
43,069
+250
| +0.6% | +$9.47K | 0.25% | 98 |
|
|
2013
Q2 | $1.72M | Buy |
+42,819
| New | +$1.72M | 0.3% | 85 |
|