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