Stanley-Laman Group’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 | $365K | Sell |
5,158
-4,280
| -45% | -$303K | 0.05% | 214 |
|
2025
Q1 | $676K | Sell |
9,438
-1,507
| -14% | -$108K | 0.1% | 169 |
|
2024
Q4 | $681K | Buy |
10,945
+1,615
| +17% | +$101K | 0.1% | 173 |
|
2024
Q3 | $670K | Hold |
9,330
| – | – | 0.09% | 184 |
|
2024
Q2 | $594K | Hold |
9,330
| – | – | 0.09% | 179 |
|
2024
Q1 | $571K | Sell |
9,330
-100
| -1% | -$6.12K | 0.08% | 181 |
|
2023
Q4 | $556K | Buy |
9,430
+160
| +2% | +$9.43K | 0.09% | 176 |
|
2023
Q3 | $519K | Buy |
9,270
+100
| +1% | +$5.6K | 0.09% | 175 |
|
2023
Q2 | $552K | Buy |
9,170
+5
| +0.1% | +$301 | 0.09% | 170 |
|
2023
Q1 | $569K | Buy |
9,165
+4,165
| +83% | +$258K | 0.1% | 171 |
|
2022
Q4 | $318K | Hold |
5,000
| – | – | 0.06% | 180 |
|
2022
Q3 | $280K | Hold |
5,000
| – | – | 0.05% | 189 |
|
2022
Q2 | $315K | Hold |
5,000
| – | – | 0.06% | 207 |
|
2022
Q1 | $310K | Hold |
5,000
| – | – | 0.04% | 232 |
|
2021
Q4 | $296K | Hold |
5,000
| – | – | 0.03% | 240 |
|
2021
Q3 | $262K | Hold |
5,000
| – | – | 0.03% | 242 |
|
2021
Q2 | $271K | Hold |
5,000
| – | – | 0.04% | 235 |
|
2021
Q1 | $264K | Hold |
5,000
| – | – | 0.04% | 228 |
|
2020
Q4 | $274K | Buy |
+5,000
| New | +$274K | 0.05% | 221 |
|
2018
Q1 | – | Sell |
-56,159
| Closed | -$2.58M | – | 269 |
|
2017
Q4 | $2.58M | Sell |
56,159
-34
| -0.1% | -$1.56K | 0.56% | 51 |
|
2017
Q3 | $2.53M | Sell |
56,193
-2,216
| -4% | -$99.7K | 0.68% | 50 |
|
2017
Q2 | $2.62M | Buy |
+58,409
| New | +$2.62M | 0.71% | 51 |
|
2016
Q2 | – | Sell |
-52,563
| Closed | -$2.44M | – | 293 |
|
2016
Q1 | $2.44M | Sell |
52,563
-107,537
| -67% | -$4.99M | 0.46% | 51 |
|
2015
Q4 | $6.88M | Sell |
160,100
-23,395
| -13% | -$1.01M | 1.18% | 18 |
|
2015
Q3 | $7.36M | Buy |
+183,495
| New | +$7.36M | 1.5% | 7 |
|