Regent Peak Wealth Advisors’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 | $2.53M | Sell |
133,977
-4,052
| -3% | -$76.6K | 0.6% | 26 |
|
|
2024
Q4 | $2.47M | Sell |
138,029
-22,658
| -14% | -$405K | 0.55% | 26 |
|
|
2024
Q3 | $4.46M | Sell |
160,687
-3,351
| -2% | -$93K | 1.02% | 22 |
|
|
2024
Q2 | $4.18M | Buy |
164,038
+1,799
| +1% | +$45.8K | 0.96% | 21 |
|
|
2024
Q1 | $9.93M | Sell |
162,239
-2,934
| -2% | -$180K | 2.52% | 14 |
|
|
2023
Q4 | $9.73M | Buy |
165,173
+1,027
| +0.6% | +$60.5K | 2.64% | 12 |
|
|
2023
Q3 | $9.19M | Buy |
164,146
+987
| +0.6% | +$55.3K | 2.81% | 10 |
|
|
2023
Q2 | $9.83M | Sell |
163,159
-2,664
| -2% | -$160K | 2.86% | 10 |
|
|
2023
Q1 | $4.18M | Buy |
165,823
+98,600
| +147% | +$2.49M | 1.29% | 16 |
|
|
2022
Q4 | $4.28M | Buy |
67,223
+12,671
| +23% | +$806K | 1.4% | 15 |
|
|
2022
Q3 | $3.08M | Sell |
54,552
-97,507
| -64% | -$5.51M | 1.08% | 19 |
|
|
2022
Q2 | $3.38M | Buy |
152,059
+1,504
| +1% | +$33.4K | 1.1% | 19 |
|
|
2022
Q1 | $3.23M | Buy |
150,555
+1,659
| +1% | +$35.6K | 0.93% | 20 |
|
|
2021
Q4 | $3M | Buy |
148,896
+1,650
| +1% | +$33.2K | 0.81% | 21 |
|
|
2021
Q3 | $2.58M | Buy |
147,246
+97,012
| +193% | +$1.7M | 0.74% | 24 |
|
|
2021
Q2 | $2.87M | Sell |
50,234
-4,135
| -8% | -$236K | 0.8% | 22 |
|
|
2021
Q1 | $2.87M | Buy |
54,369
+4,668
| +9% | +$246K | 0.94% | 21 |
|
|
2020
Q4 | $2.73M | Buy |
49,701
+750
| +2% | +$41.1K | 0.91% | 19 |
|
|
2020
Q3 | $2.42M | Buy |
48,951
+2,312
| +5% | +$114K | 1.03% | 19 |
|
|
2020
Q2 | $2.08M | Sell |
46,639
-4,048
| -8% | -$181K | 0.94% | 20 |
|
|
2020
Q1 | $2.24M | Buy |
50,687
+9,220
| +22% | +$408K | 1.25% | 19 |
|
|
2019
Q4 | $2.3M | Buy |
+41,467
| New | +$2.3M | 1.05% | 19 |
|