Pathstone Holdings’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230M | Sell |
3,247,349
-8,681
| -0.3% | -$614K | 0.91% | 15 |
|
|
2025
Q1 | $233M | Buy |
3,256,030
+1,808
| +0.1% | +$129K | 1.01% | 15 |
|
|
2024
Q4 | $202M | Sell |
3,254,222
-9,779
| -0.3% | -$607K | 0.89% | 15 |
|
|
2024
Q3 | $235M | Buy |
3,264,001
+236
| +0% | +$17K | 1.04% | 13 |
|
|
2024
Q2 | $208M | Sell |
3,263,765
-39,886
| -1% | -$2.54M | 0.94% | 16 |
|
|
2024
Q1 | $202M | Buy |
3,303,651
+24,347
| +0.7% | +$1.49M | 0.94% | 16 |
|
|
2023
Q4 | $193M | Buy |
+3,279,304
| New | +$193M | 1.04% | 13 |
|