Waypoint Wealth Counsel’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 | $8.98M | Buy |
126,908
+120,542
| +1,894% | +$8.53M | 4.45% | 5 |
|
|
2025
Q1 | $456K | Buy |
6,366
+375
| +6% | +$26.9K | 0.29% | 59 |
|
|
2024
Q4 | $373K | Buy |
5,991
+637
| +12% | +$39.7K | 0.24% | 59 |
|
|
2024
Q3 | $385K | Buy |
5,354
+534
| +11% | +$38.4K | 0.26% | 60 |
|
|
2024
Q2 | $307K | Buy |
4,820
+40
| +0.8% | +$2.55K | 0.23% | 61 |
|
|
2024
Q1 | $292K | Buy |
4,780
+153
| +3% | +$9.36K | 0.23% | 75 |
|
|
2023
Q4 | $273K | Sell |
4,627
-244
| -5% | -$14.4K | 0.23% | 75 |
|
|
2023
Q3 | $273K | Sell |
4,871
-16
| -0.3% | -$896 | 0.26% | 63 |
|
|
2023
Q2 | $294K | Buy |
4,887
+184
| +4% | +$11.1K | 0.26% | 64 |
|
|
2023
Q1 | $292K | Buy |
4,703
+135
| +3% | +$8.38K | 0.23% | 67 |
|
|
2022
Q4 | $291K | Buy |
+4,568
| New | +$291K | 0.23% | 71 |
|