PYA Waltman Capital’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,320
| Closed | -$207K | – | 77 |
|
|
2024
Q4 | $207K | Hold |
3,320
| – | – | 0.07% | 76 |
|
|
2024
Q3 | $239K | Buy |
+3,320
| New | +$239K | 0.08% | 67 |
|
|
2022
Q4 | – | Sell |
-1,404
| Closed | -$79K | – | 131 |
|
|
2022
Q3 | $79K | Hold |
1,404
| – | – | 0.05% | 82 |
|
|
2022
Q2 | $88K | Sell |
1,404
-412
| -23% | -$25.8K | 0.05% | 82 |
|
|
2022
Q1 | $113K | Buy |
1,816
+634
| +54% | +$39.5K | 0.06% | 66 |
|
|
2021
Q4 | $70K | Buy |
+1,182
| New | +$70K | 0.04% | 88 |
|