West Oak Capital’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
Q3 | $3.91K | Hold |
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|
2025
Q2 | $4.17K | Hold |
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|
2025
Q1 | $4.22K | Hold |
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|
2024
Q4 | $3.67M | Hold |
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|
2024
Q3 | $4.23K | Hold |
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|
2024
Q2 | $375K | Hold |
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|
2024
Q1 | $360K | Hold |
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|
2023
Q4 | $356K | Sell |
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|
2023
Q3 | $352K | Hold |
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|
2023
Q2 | $379K | Hold |
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|
2023
Q1 | $390K | Hold |
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|
2022
Q4 | $400K | Hold |
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|
2022
Q3 | $352K | Sell |
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|
2022
Q2 | $399K | Hold |
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|
2022
Q1 | $394K | Hold |
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|
2021
Q4 | $376K | Hold |
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|
2021
Q3 | $333K | Hold |
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|
2021
Q2 | $343K | Hold |
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|
2021
Q1 | $335K | Sell |
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|
2020
Q4 | $360K | Buy |
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|
2020
Q3 | $318K | Hold |
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|
2020
Q2 | $288K | Hold |
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|
2020
Q1 | $285K | Hold |
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|
2019
Q4 | $357K | Hold |
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|
2019
Q3 | $351K | Sell |
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|
2019
Q2 | $359K | Sell |
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|
2019
Q1 | $335K | Hold |
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|
2018
Q4 | $339K | Hold |
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|
2018
Q3 | $330K | Hold |
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|
2018
Q2 | $314K | Buy |
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|
2018
Q1 | $267K | Hold |
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|
2017
Q4 | $282K | Hold |
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|
2017
Q3 | $277K | Hold |
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|
2017
Q2 | $276K | Hold |
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|
2017
Q1 | $261K | Hold |
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|
2016
Q4 | $255K | Hold |
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|
2016
Q3 | $260K | Hold |
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|
2016
Q2 | $279K | Hold |
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|
2016
Q1 | $285K | Sell |
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|
2015
Q4 | $316K | Hold |
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|
2015
Q3 | $295K | Hold |
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|
2015
Q2 | $288K | Hold |
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|
2015
Q1 | $298K | Buy |
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|
2014
Q4 | $277K | Buy |
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|
2014
Q3 | $252K | Sell |
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|
2014
Q2 | $262K | Sell |
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|
2014
Q1 | $243K | Sell |
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|
2013
Q4 | $274K | Hold |
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|
2013
Q3 | $251K | Buy |
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|
2013
Q2 | $260K | Buy |
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