West Family 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 | $1.77M | Buy |
24,983
+6,488
| +35% | +$459K | 0.46% | 35 |
|
|
2025
Q1 | $1.32M | Buy |
18,495
+2,741
| +17% | +$196K | 0.5% | 38 |
|
|
2024
Q4 | $981K | Buy |
15,754
+2,076
| +15% | +$129K | 0.34% | 57 |
|
|
2024
Q3 | $983K | Buy |
13,678
+1,001
| +8% | +$71.9K | 0.33% | 61 |
|
|
2024
Q2 | $807K | Buy |
12,677
+102
| +0.8% | +$6.49K | 0.24% | 77 |
|
|
2024
Q1 | $769K | Buy |
12,575
+368
| +3% | +$22.5K | 0.24% | 78 |
|
|
2023
Q4 | $719K | Buy |
12,207
+1,385
| +13% | +$81.6K | 0.24% | 78 |
|
|
2023
Q3 | $606K | Sell |
10,822
-2,270
| -17% | -$127K | 0.21% | 88 |
|
|
2023
Q2 | $788K | Buy |
+13,092
| New | +$788K | 0.31% | 72 |
|
|
2023
Q1 | – | Sell |
-56,645
| Closed | -$3.6M | – | 245 |
|
|
2022
Q4 | $3.6M | Buy |
56,645
+330
| +0.6% | +$21K | 1.23% | 21 |
|
|
2022
Q3 | $3.16M | Sell |
56,315
-51
| -0.1% | -$2.86K | 1.31% | 17 |
|
|
2022
Q2 | $3.55M | Buy |
56,366
+467
| +0.8% | +$29.4K | 1.4% | 17 |
|
|
2022
Q1 | $3.47M | Hold |
55,899
| – | – | 0.99% | 21 |
|
|
2021
Q4 | $3.31M | Sell |
55,899
-1,749
| -3% | -$104K | 0.9% | 19 |
|
|
2021
Q3 | $3.03M | Buy |
57,648
+1,656
| +3% | +$86.9K | 0.79% | 19 |
|
|
2021
Q2 | $3.03M | Buy |
+55,992
| New | +$3.03M | 0.82% | 15 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 88 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 108 |
|