Cobblestone Asset Management’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 | $264K | Hold |
3,729
| – | – | 0.14% | 61 |
|
|
2025
Q1 | $267K | Hold |
3,729
| – | – | 0.16% | 55 |
|
|
2024
Q4 | $232K | Hold |
3,729
| – | – | 0.15% | 48 |
|
|
2024
Q3 | $268K | Hold |
3,729
| – | – | 0.16% | 41 |
|
|
2024
Q2 | $237K | Hold |
3,729
| – | – | 0.15% | 43 |
|
|
2024
Q1 | $228K | Hold |
3,729
| – | – | 0.15% | 41 |
|
|
2023
Q4 | $220K | Hold |
3,729
| – | – | 0.16% | 38 |
|
|
2023
Q3 | $209K | Buy |
+3,729
| New | +$209K | 0.17% | 40 |
|