WPA
West Paces Advisors’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Buy |
156,298
+252
| +0.2% | +$17.8K | 2.35% | 11 |
|
|
2025
Q1 | $11.2M | Buy |
156,046
+7,519
| +5% | +$539K | 2.55% | 10 |
|
|
2024
Q4 | $9.25M | Sell |
148,527
-482
| -0.3% | -$30K | 2.26% | 10 |
|
|
2024
Q3 | $10.7M | Sell |
149,009
-27,181
| -15% | -$1.95M | 2.62% | 10 |
|
|
2024
Q2 | $11.2M | Sell |
176,190
-5,485
| -3% | -$349K | 2.92% | 10 |
|
|
2024
Q1 | $11.1M | Sell |
181,675
-6,853
| -4% | -$419K | 2.93% | 8 |
|
|
2023
Q4 | $11.1M | Sell |
188,528
-1,552
| -0.8% | -$91.5K | 3.12% | 8 |
|
|
2023
Q3 | $10.6M | Buy |
190,080
+3,845
| +2% | +$215K | 3.33% | 8 |
|
|
2023
Q2 | $11.2M | Sell |
186,235
-4,859
| -3% | -$293K | 3.3% | 7 |
|
|
2023
Q1 | $11.9M | Sell |
191,094
-3,353
| -2% | -$208K | 3.68% | 7 |
|
|
2022
Q4 | $12.4M | Sell |
194,447
-774
| -0.4% | -$49.2K | 3.94% | 7 |
|
|
2022
Q3 | $10.9M | Sell |
195,221
-9,500
| -5% | -$532K | 3.89% | 7 |
|
|
2022
Q2 | $12.9M | Sell |
204,721
-759
| -0.4% | -$47.7K | 4.38% | 6 |
|
|
2022
Q1 | $12.7M | Buy |
205,480
+71,750
| +54% | +$4.45M | 3.97% | 6 |
|
|
2021
Q4 | $7.92M | Sell |
133,730
-634
| -0.5% | -$37.5K | 2.47% | 8 |
|
|
2021
Q3 | $7.05M | Buy |
134,364
+87,938
| +189% | +$4.61M | 2.47% | 8 |
|
|
2021
Q2 | $2.51M | Sell |
46,426
-2,165
| -4% | -$117K | 0.92% | 17 |
|
|
2021
Q1 | $2.56M | Buy |
48,591
+467
| +1% | +$24.6K | 1.03% | 15 |
|
|
2020
Q4 | $2.64M | Sell |
48,124
-771
| -2% | -$42.3K | 1.18% | 13 |
|
|
2020
Q3 | $2.41M | Sell |
48,895
-764
| -2% | -$37.7K | 1.23% | 13 |
|
|
2020
Q2 | $2.22M | Buy |
49,659
+439
| +0.9% | +$19.6K | 1.2% | 13 |
|
|
2020
Q1 | $2.18M | Sell |
49,220
-1,094
| -2% | -$48.4K | 1.38% | 16 |
|
|
2019
Q4 | $2.78M | Buy |
50,314
+27,650
| +122% | +$1.53M | 1.52% | 11 |
|
|
2019
Q3 | $1.23M | Sell |
22,664
-481
| -2% | -$26.2K | 0.74% | 26 |
|
|
2019
Q2 | $1.18M | Buy |
23,145
+117
| +0.5% | +$5.96K | 0.74% | 25 |
|
|
2019
Q1 | $1.08M | Buy |
23,028
+4,746
| +26% | +$222K | 0.76% | 30 |
|
|
2018
Q4 | $866K | Sell |
18,282
-73
| -0.4% | -$3.46K | 0.67% | 36 |
|
|
2018
Q3 | $848K | Buy |
18,355
+173
| +1% | +$7.99K | 0.61% | 37 |
|
|
2018
Q2 | $797K | Sell |
18,182
-732
| -4% | -$32.1K | 0.6% | 36 |
|
|
2018
Q1 | $821K | Sell |
18,914
-2,157
| -10% | -$93.7K | 0.61% | 35 |
|
|
2017
Q4 | $967K | Sell |
21,071
-443
| -2% | -$20.3K | 0.72% | 30 |
|
|
2017
Q3 | $968K | Sell |
21,514
-2,950
| -12% | -$133K | 0.73% | 28 |
|
|
2017
Q2 | $1.1M | Buy |
24,464
+727
| +3% | +$32.6K | 0.87% | 23 |
|
|
2017
Q1 | $1.01M | Sell |
23,737
-17,884
| -43% | -$759K | 0.8% | 29 |
|
|
2016
Q4 | $1.73M | Buy |
+41,621
| New | +$1.73M | 1.61% | 9 |
|