West Family Investments’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Buy |
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|
2025
Q1 | $1.32M | Buy |
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|
2024
Q4 | $981K | Buy |
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|
2024
Q3 | $983K | Buy |
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|
2024
Q2 | $807K | Buy |
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|
2024
Q1 | $769K | Buy |
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|
2023
Q4 | $719K | Buy |
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|
2023
Q3 | $606K | Sell |
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|
2023
Q2 | $788K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $3.6M | Buy |
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|
2022
Q3 | $3.15M | Sell |
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|
2022
Q2 | $3.55M | Buy |
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|
2022
Q1 | $3.47M | Hold |
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|
2021
Q4 | $3.31M | Sell |
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|
2021
Q3 | $3.02M | Buy |
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|
2021
Q2 | $3.03M | Buy |
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|
2021
Q1 | – | Hold |
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|
2020
Q4 | – | Hold |
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