WestEnd Advisors’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 | $9.91K | Sell |
140
-2
| -1% | -$142 | ﹤0.01% | 79 |
|
|
2025
Q1 | $10.2K | Buy |
142
+96
| +209% | +$6.88K | ﹤0.01% | 76 |
|
|
2024
Q4 | $2.86K | Buy |
46
+3
| +7% | +$187 | ﹤0.01% | 90 |
|
|
2024
Q3 | $3.09K | Buy |
43
+10
| +30% | +$719 | ﹤0.01% | 81 |
|
|
2024
Q2 | $2.1K | Buy |
33
+1
| +3% | +$64 | ﹤0.01% | 87 |
|
|
2024
Q1 | $1.96K | Sell |
32
-31
| -49% | -$1.9K | ﹤0.01% | 89 |
|
|
2023
Q4 | $3.71K | Buy |
63
+4
| +7% | +$236 | ﹤0.01% | 76 |
|
|
2023
Q3 | $3.3K | Buy |
+59
| New | +$3.3K | ﹤0.01% | 74 |
|
|
2023
Q2 | – | Hold |
0
| – | -$3.41K | – | 189 |
|
|
2023
Q1 | – | Sell |
-46
| Closed | -$2.93K | – | 73 |
|
|
2022
Q4 | $2.93K | Buy |
46
+7
| +18% | +$445 | ﹤0.01% | 71 |
|
|
2022
Q3 | $2K | Buy |
+39
| New | +$2K | ﹤0.01% | 87 |
|
|
2020
Q1 | – | Sell |
-619,047
| Closed | -$34.3M | – | 66 |
|
|
2019
Q4 | $34.3M | Sell |
619,047
-5,301
| -0.8% | -$293K | 2.58% | 17 |
|
|
2019
Q3 | $34M | Sell |
624,348
-37,250
| -6% | -$2.03M | 2.79% | 14 |
|
|
2019
Q2 | $33.7M | Buy |
+661,598
| New | +$33.7M | 2.93% | 18 |
|