W.H. Cornerstone Investments’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 | $424K | Buy |
5,994
+40
| +0.7% | +$2.83K | 0.27% | 74 |
|
|
2025
Q1 | $426K | Sell |
5,954
-440
| -7% | -$31.5K | 0.29% | 75 |
|
|
2024
Q4 | $398K | Sell |
6,394
-1,054
| -14% | -$65.6K | 0.27% | 85 |
|
|
2024
Q3 | $535K | Buy |
7,448
+6
| +0.1% | +$431 | 0.36% | 60 |
|
|
2024
Q2 | $474K | Buy |
7,442
+59
| +0.8% | +$3.76K | 0.34% | 65 |
|
|
2024
Q1 | $452K | Hold |
7,383
| – | – | 0.33% | 74 |
|
|
2023
Q4 | $435K | Buy |
7,383
+118
| +2% | +$6.95K | 0.34% | 79 |
|
|
2023
Q3 | $407K | Sell |
7,265
-109
| -1% | -$6.11K | 0.36% | 75 |
|
|
2023
Q2 | $444K | Sell |
7,374
-2,133
| -22% | -$128K | 0.4% | 66 |
|
|
2023
Q1 | $590K | Sell |
9,507
-50
| -0.5% | -$3.1K | 0.54% | 58 |
|
|
2022
Q4 | $587K | Buy |
9,557
+227
| +2% | +$13.9K | 0.56% | 56 |
|
|
2022
Q3 | $508K | Buy |
+9,330
| New | +$508K | 0.54% | 56 |
|