SIG
Spinnaker Investment Group’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $586K | Sell |
8,286
-1,353
| -14% | -$95.7K | 0.14% | 51 |
|
|
2025
Q1 | $690K | Sell |
9,639
-334
| -3% | -$23.9K | 0.16% | 45 |
|
|
2024
Q4 | $621K | Buy |
9,973
+10
| +0.1% | +$623 | 0.15% | 47 |
|
|
2024
Q3 | $716K | Sell |
9,963
-54
| -0.5% | -$3.88K | 0.18% | 41 |
|
|
2024
Q2 | $638K | Sell |
10,017
-168
| -2% | -$10.7K | 0.18% | 44 |
|
|
2024
Q1 | $623K | Hold |
10,185
| – | – | 0.18% | 44 |
|
|
2023
Q4 | $600K | Sell |
10,185
-492
| -5% | -$29K | 0.18% | 42 |
|
|
2023
Q3 | $598K | Buy |
10,677
+19
| +0.2% | +$1.06K | 0.2% | 43 |
|
|
2023
Q2 | $642K | Buy |
10,658
+1
| +0% | +$60 | 0.21% | 39 |
|
|
2023
Q1 | $661K | Hold |
10,657
| – | – | 0.23% | 37 |
|
|
2022
Q4 | $678K | Buy |
10,657
+11
| +0.1% | +$700 | 0.24% | 35 |
|
|
2022
Q3 | $593K | Buy |
10,646
+1,228
| +13% | +$68.4K | 0.23% | 35 |
|
|
2022
Q2 | $592K | Sell |
9,418
-815
| -8% | -$51.2K | 0.24% | 33 |
|
|
2022
Q1 | $636K | Hold |
10,233
| – | – | 0.21% | 41 |
|
|
2021
Q4 | $625K | Buy |
+10,233
| New | +$625K | 0.22% | 41 |
|