West Branch Capital’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 | $3.04M | Buy |
42,930
+1,995
| +5% | +$141K | 0.9% | 29 |
|
|
2025
Q1 | $2.93M | Buy |
40,935
+5,128
| +14% | +$367K | 0.98% | 27 |
|
|
2024
Q4 | $2.23M | Buy |
35,807
+4,835
| +16% | +$301K | 0.71% | 30 |
|
|
2024
Q3 | $2.23M | Buy |
30,972
+1,454
| +5% | +$104K | 0.77% | 28 |
|
|
2024
Q2 | $1.88M | Buy |
29,518
+1,135
| +4% | +$72.2K | 0.7% | 28 |
|
|
2024
Q1 | $1.74M | Buy |
28,383
+2,523
| +10% | +$154K | 0.7% | 31 |
|
|
2023
Q4 | $1.52M | Buy |
25,860
+903
| +4% | +$53.2K | 0.72% | 30 |
|
|
2023
Q3 | $1.4M | Buy |
24,957
+875
| +4% | +$49K | 0.73% | 31 |
|
|
2023
Q2 | $1.45M | Buy |
24,082
+182
| +0.8% | +$11K | 0.72% | 30 |
|
|
2023
Q1 | $1.48M | Sell |
23,900
-219
| -0.9% | -$13.6K | 0.83% | 27 |
|
|
2022
Q4 | $1.53M | Buy |
24,119
+212
| +0.9% | +$13.5K | 0.95% | 28 |
|
|
2022
Q3 | $1.34M | Buy |
23,907
+482
| +2% | +$27K | 0.83% | 32 |
|
|
2022
Q2 | $1.47M | Buy |
23,425
+160
| +0.7% | +$10.1K | 0.85% | 31 |
|
|
2022
Q1 | $1.44M | Buy |
23,265
+84
| +0.4% | +$5.21K | 0.69% | 37 |
|
|
2021
Q4 | $1.37M | Buy |
23,181
+511
| +2% | +$30.3K | 0.58% | 40 |
|
|
2021
Q3 | $1.19M | Buy |
22,670
+243
| +1% | +$12.8K | 0.57% | 39 |
|
|
2021
Q2 | $1.21M | Buy |
22,427
+1,280
| +6% | +$69.3K | 0.6% | 41 |
|
|
2021
Q1 | $1.12M | Sell |
21,147
-1,137
| -5% | -$60K | 0.65% | 40 |
|
|
2020
Q4 | $1.22M | Buy |
22,284
+711
| +3% | +$39K | 0.72% | 36 |
|
|
2020
Q3 | $1.07M | Sell |
21,573
-291
| -1% | -$14.4K | 0.68% | 38 |
|
|
2020
Q2 | $977K | Buy |
21,864
+8,991
| +70% | +$402K | 0.69% | 39 |
|
|
2020
Q1 | $570K | Buy |
12,873
+185
| +1% | +$8.19K | 0.54% | 44 |
|
|
2019
Q4 | $702K | Buy |
+12,688
| New | +$702K | 0.49% | 54 |
|