West Oak Capital’s Coca-Cola KO Stock Holding History

West Oak Capital’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.17K	Hold	5,892	–	–	0.16%	88
2025 Q1	$4.22K	Hold	5,892	–	–	0.16%	84
2024 Q4	$3.67M	Hold	5,892	–	–	0.13%	91
2024 Q3	$4.23K	Hold	5,892	–	–	0.08%	84
2024 Q2	$375K	Hold	5,892	–	–	0.15%	87
2024 Q1	$360K	Hold	5,892	–	–	0.15%	92
2023 Q4	$356K	Sell	5,892 -400	-6%	-$24.2K	0.17%	89
2023 Q3	$352K	Hold	6,292	–	–	0.17%	89
2023 Q2	$379K	Hold	6,292	–	–	0.18%	89
2023 Q1	$390K	Hold	6,292	–	–	0.2%	89
2022 Q4	$400K	Hold	6,292	–	–	0.21%	83
2022 Q3	$352K	Sell	6,292 -55	-0.9%	-$3.08K	0.19%	87
2022 Q2	$399K	Hold	6,347	–	–	0.21%	87
2022 Q1	$394K	Hold	6,347	–	–	0.18%	95
2021 Q4	$376K	Hold	6,347	–	–	0.14%	103
2021 Q3	$333K	Hold	6,347	–	–	0.13%	108
2021 Q2	$343K	Hold	6,347	–	–	0.14%	105
2021 Q1	$335K	Sell	6,347 -215	-3%	-$11.3K	0.14%	99
2020 Q4	$360K	Buy	6,562 +112	+2%	+$6.14K	0.17%	92
2020 Q3	$318K	Hold	6,450	–	–	0.17%	88
2020 Q2	$288K	Hold	6,450	–	–	0.16%	90
2020 Q1	$285K	Hold	6,450	–	–	0.2%	86
2019 Q4	$357K	Hold	6,450	–	–	0.2%	88
2019 Q3	$351K	Sell	6,450 -600	-9%	-$32.7K	0.21%	82
2019 Q2	$359K	Sell	7,050 -100	-1%	-$5.09K	0.21%	85
2019 Q1	$335K	Hold	7,150	–	–	0.21%	90
2018 Q4	$339K	Hold	7,150	–	–	0.24%	88
2018 Q3	$330K	Hold	7,150	–	–	0.19%	95
2018 Q2	$314K	Buy	7,150 +1,000	+16%	+$43.9K	0.19%	95
2018 Q1	$267K	Hold	6,150	–	–	0.16%	102
2017 Q4	$282K	Hold	6,150	–	–	0.17%	98
2017 Q3	$277K	Hold	6,150	–	–	0.16%	107
2017 Q2	$276K	Hold	6,150	–	–	0.17%	106
2017 Q1	$261K	Hold	6,150	–	–	0.16%	103
2016 Q4	$255K	Hold	6,150	–	–	0.17%	100
2016 Q3	$260K	Hold	6,150	–	–	0.18%	101
2016 Q2	$279K	Hold	6,150	–	–	0.2%	96
2016 Q1	$285K	Sell	6,150 -1,200	-16%	-$55.7K	0.22%	92
2015 Q4	$316K	Hold	7,350	–	–	0.25%	90
2015 Q3	$295K	Hold	7,350	–	–	0.24%	90
2015 Q2	$288K	Hold	7,350	–	–	0.21%	90
2015 Q1	$298K	Buy	7,350 +790	+12%	+$32K	0.22%	89
2014 Q4	$277K	Buy	6,560 +660	+11%	+$27.9K	0.2%	89
2014 Q3	$252K	Sell	5,900 -290	-5%	-$12.4K	0.19%	92
2014 Q2	$262K	Sell	6,190 -100	-2%	-$4.24K	0.19%	90
2014 Q1	$243K	Sell	6,290 -340	-5%	-$13.1K	0.18%	93
2013 Q4	$274K	Hold	6,630	–	–	0.2%	83
2013 Q3	$251K	Buy	6,630 +150	+2%	+$5.68K	0.2%	85
2013 Q2	$260K	Buy	+6,480	New	+$260K	0.22%	84