Spinnaker Investment Group’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
Q3
$599K Buy
2025
Q2
$586K Sell
2025
Q1
$690K Sell
2024
Q4
$621K Buy
2024
Q3
$716K Sell
2024
Q2
$638K Sell
2024
Q1
$623K Hold
2023
Q4
$600K Sell
2023
Q3
$598K Buy
2023
Q2
$642K Buy
2023
Q1
$661K Hold
2022
Q4
$678K Buy
2022
Q3
$593K Buy
2022
Q2
$592K Sell
2022
Q1
$636K Hold
2021
Q4
$625K Buy