Coastwise Capital 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 | $1.17M | Sell |
16,604
-2,312
| -12% | -$164K | 0.94% | 30 |
|
|
2025
Q1 | $1.35M | Buy |
18,916
+2,956
| +19% | +$212K | 1.14% | 25 |
|
|
2024
Q4 | $994K | Buy |
15,960
+46
| +0.3% | +$2.86K | 0.79% | 33 |
|
|
2024
Q3 | $1.14M | Buy |
15,914
+1,338
| +9% | +$96.1K | 0.94% | 28 |
|
|
2024
Q2 | $928K | Buy |
14,576
+113
| +0.8% | +$7.19K | 0.88% | 29 |
|
|
2024
Q1 | $885K | Sell |
14,463
-889
| -6% | -$54.4K | 0.82% | 34 |
|
|
2023
Q4 | $905K | Buy |
15,352
+513
| +3% | +$30.2K | 0.92% | 31 |
|
|
2023
Q3 | $831K | Buy |
14,839
+4,138
| +39% | +$232K | 0.95% | 34 |
|
|
2023
Q2 | $644K | Buy |
10,701
+854
| +9% | +$51.4K | 0.73% | 41 |
|
|
2023
Q1 | $611K | Buy |
9,847
+933
| +10% | +$57.9K | 0.7% | 40 |
|
|
2022
Q4 | $567K | Buy |
8,914
+1,061
| +14% | +$67.5K | 0.67% | 39 |
|
|
2022
Q3 | $440K | Sell |
7,853
-410
| -5% | -$23K | 0.69% | 45 |
|
|
2022
Q2 | $520K | Sell |
8,263
-1,952
| -19% | -$123K | 0.63% | 48 |
|
|
2022
Q1 | $633K | Buy |
+10,215
| New | +$633K | 0.79% | 36 |
|