Westmount Partners’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 | $883K | Sell |
12,481
-413
| -3% | -$29.2K | 0.24% | 80 |
|
|
2025
Q1 | $923K | Sell |
12,894
-1,465
| -10% | -$105K | 0.28% | 78 |
|
|
2024
Q4 | $894K | Sell |
14,359
-452
| -3% | -$28.1K | 0.27% | 75 |
|
|
2024
Q3 | $1.06M | Sell |
14,811
-50
| -0.3% | -$3.59K | 0.32% | 64 |
|
|
2024
Q2 | $940K | Buy |
14,861
+230
| +2% | +$14.6K | 0.31% | 67 |
|
|
2024
Q1 | $895K | Sell |
14,631
-2,355
| -14% | -$144K | 0.32% | 69 |
|
|
2023
Q4 | $1M | Buy |
16,986
+574
| +3% | +$33.8K | 0.41% | 57 |
|
|
2023
Q3 | $919K | Buy |
16,412
+1,025
| +7% | +$57.4K | 0.4% | 57 |
|
|
2023
Q2 | $927K | Buy |
15,387
+28
| +0.2% | +$1.69K | 0.4% | 54 |
|
|
2023
Q1 | $953K | Buy |
15,359
+1,468
| +11% | +$91.1K | 0.44% | 45 |
|
|
2022
Q4 | $884K | Buy |
+13,891
| New | +$884K | 0.46% | 48 |
|