Vest Financial’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.9M | Sell |
818,240
-128,791
| -14% | -$9.11M | 0.82% | 36 |
|
|
2025
Q1 | $67.8M | Buy |
947,031
+62,733
| +7% | +$4.49M | 1.05% | 9 |
|
|
2024
Q4 | $55.1M | Buy |
884,298
+100,376
| +13% | +$6.25M | 0.97% | 32 |
|
|
2024
Q3 | $56.3M | Buy |
783,922
+18,119
| +2% | +$1.3M | 1.09% | 18 |
|
|
2024
Q2 | $48.7M | Buy |
765,803
+100,379
| +15% | +$6.39M | 1.17% | 9 |
|
|
2024
Q1 | $40.7M | Buy |
665,424
+181,321
| +37% | +$11.1M | 1.08% | 32 |
|
|
2023
Q4 | $28.5M | Buy |
484,103
+121,134
| +33% | +$7.14M | 1.06% | 48 |
|
|
2023
Q3 | $20.3M | Buy |
362,969
+172,232
| +90% | +$9.64M | 1.11% | 38 |
|
|
2023
Q2 | $11.4M | Buy |
190,737
+23,502
| +14% | +$1.4M | 1.06% | 57 |
|
|
2023
Q1 | $10.4M | Buy |
167,235
+8,481
| +5% | +$526K | 1.41% | 26 |
|
|
2022
Q4 | $10.1M | Buy |
158,754
+11,333
| +8% | +$721K | 1.58% | 22 |
|
|
2022
Q3 | $8.26M | Buy |
147,421
+2,779
| +2% | +$156K | 1.56% | 29 |
|
|
2022
Q2 | $9.29M | Buy |
144,642
+4,474
| +3% | +$287K | 1.69% | 16 |
|
|
2022
Q1 | $8.69M | Buy |
140,168
+15,284
| +12% | +$948K | 1.58% | 29 |
|
|
2021
Q4 | $7.39M | Buy |
124,884
+32,331
| +35% | +$1.91M | 1.61% | 23 |
|
|
2021
Q3 | $4.86M | Buy |
92,553
+18,408
| +25% | +$966K | 1.48% | 46 |
|
|
2021
Q2 | $4.01M | Buy |
74,145
+22,208
| +43% | +$1.2M | 1.52% | 35 |
|
|
2021
Q1 | $2.74M | Buy |
51,937
+9,061
| +21% | +$478K | 1.57% | 26 |
|
|
2020
Q4 | $2.35M | Buy |
+42,876
| New | +$2.35M | 1.57% | 19 |
|