Osterweis Capital Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75.2K | Buy |
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|
2025
Q1 | $11.7K | Buy |
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|
2024
Q4 | $5.23K | Sell |
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|
2024
Q3 | $12.1K | Hold |
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|
2024
Q2 | $10.7K | Sell |
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|
2024
Q1 | $25.7K | Hold |
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|
2023
Q4 | $24.8K | Sell |
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|
2023
Q3 | $28.2K | Hold |
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|
2023
Q2 | $30.4K | Sell |
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|
2023
Q1 | $31.6K | Hold |
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|
2022
Q4 | $32.4K | Sell |
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|
2022
Q3 | $33K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $46K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $701K | Sell |
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|
2016
Q3 | $730K | Sell |
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|
2016
Q2 | $785K | Sell |
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|
2016
Q1 | $815K | Buy |
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|
2015
Q4 | $725K | Sell |
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|
2015
Q3 | $721K | Sell |
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|
2015
Q2 | $709K | Sell |
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|
2015
Q1 | $810K | Sell |
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|
2014
Q4 | $853K | Sell |
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|
2014
Q3 | $866K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $166K | Buy |
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