Viewpoint Capital Management’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 | $396K | Buy |
5,602
+2
| +0% | +$141 | 0.19% | 72 |
|
|
2025
Q1 | $401K | Hold |
5,600
| – | – | 0.22% | 75 |
|
|
2024
Q4 | $349K | Buy |
5,600
+5
| +0.1% | +$311 | 0.18% | 80 |
|
|
2024
Q3 | $402K | Buy |
5,595
+2
| +0% | +$144 | 0.22% | 73 |
|
|
2024
Q2 | $356K | Buy |
5,593
+3
| +0.1% | +$191 | 0.22% | 74 |
|
|
2024
Q1 | $342K | Sell |
5,590
-215
| -4% | -$13.2K | 0.22% | 77 |
|
|
2023
Q4 | $342K | Sell |
5,805
-45
| -0.8% | -$2.65K | 0.24% | 72 |
|
|
2023
Q3 | $327K | Buy |
5,850
+3
| +0.1% | +$168 | 0.26% | 67 |
|
|
2023
Q2 | $352K | Buy |
5,847
+2,002
| +52% | +$121K | 0.27% | 68 |
|
|
2023
Q1 | $238K | Hold |
3,845
| – | – | 0.21% | 78 |
|
|
2022
Q4 | $245K | Buy |
3,845
+5
| +0.1% | +$318 | 0.24% | 76 |
|
|
2022
Q3 | $215K | Buy |
3,840
+2
| +0.1% | +$112 | 0.21% | 72 |
|
|
2022
Q2 | $241K | Buy |
3,838
+3
| +0.1% | +$188 | 0.23% | 72 |
|
|
2022
Q1 | $238K | Hold |
3,835
| – | – | 0.18% | 79 |
|
|
2021
Q4 | $227K | Buy |
+3,835
| New | +$227K | 0.16% | 83 |
|