Westside Investment Management’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 | $418K | Buy |
5,877
+747
| +15% | +$53.1K | 0.08% | 181 |
|
|
2025
Q1 | $368K | Sell |
5,130
-141
| -3% | -$10.1K | 0.08% | 179 |
|
|
2024
Q4 | $328K | Buy |
5,271
+888
| +20% | +$55.3K | 0.07% | 180 |
|
|
2024
Q3 | $309K | Hold |
4,383
| – | – | 0.07% | 186 |
|
|
2024
Q2 | $279K | Sell |
4,383
-55
| -1% | -$3.5K | 0.06% | 195 |
|
|
2024
Q1 | $271K | Buy |
4,438
+33
| +0.7% | +$2.01K | 0.06% | 198 |
|
|
2023
Q4 | $260K | Sell |
4,405
-22
| -0.5% | -$1.3K | 0.07% | 187 |
|
|
2023
Q3 | $248K | Buy |
4,427
+1
| +0% | +$56 | 0.07% | 183 |
|
|
2023
Q2 | $267K | Buy |
4,426
+50
| +1% | +$3.02K | 0.08% | 182 |
|
|
2023
Q1 | $271K | Hold |
4,376
| – | – | 0.08% | 180 |
|
|
2022
Q4 | $75.7K | Buy |
4,376
+1
| +0% | +$17 | 0.19% | 104 |
|
|
2022
Q3 | $67.4K | Buy |
4,375
+655
| +18% | +$10.1K | 0.16% | 113 |
|
|
2022
Q2 | $75.6K | Sell |
3,720
-128
| -3% | -$2.6K | 0.17% | 110 |
|
|
2022
Q1 | $75.6K | Hold |
3,848
| – | – | 0.17% | 110 |
|
|
2021
Q4 | $63.8K | Sell |
3,848
-350
| -8% | -$5.8K | 0.15% | 112 |
|
|
2021
Q3 | $63.8K | Buy |
4,198
+142
| +4% | +$2.16K | 0.15% | 110 |
|
|
2021
Q2 | $65.1K | Hold |
4,056
| – | – | 0.15% | 106 |
|
|
2021
Q1 | $63.4K | Sell |
4,056
-700
| -15% | -$10.9K | 0.17% | 98 |
|
|
2020
Q4 | $87.9K | Buy |
4,756
+204
| +4% | +$3.77K | 0.24% | 74 |
|
|
2020
Q3 | $79.1K | Buy |
4,552
+1,400
| +44% | +$24.3K | 0.04% | 71 |
|
|
2020
Q2 | $44.8K | Buy |
3,152
+671
| +27% | +$9.53K | 0.03% | 78 |
|
|
2020
Q1 | $6.75K | Buy |
+2,481
| New | +$6.75K | ﹤0.01% | 150 |
|
|
2019
Q2 | $140 | Buy |
+2,752
| New | +$140 | ﹤0.01% | 222 |
|
|
2018
Q4 | $135K | Sell |
2,852
-206
| -7% | -$9.75K | 0.05% | 187 |
|
|
2018
Q3 | $141K | Buy |
3,058
+100
| +3% | +$4.62K | 0.05% | 174 |
|
|
2018
Q2 | $129K | Sell |
2,958
-37
| -1% | -$1.62K | 0.05% | 197 |
|
|
2018
Q1 | $128K | Sell |
2,995
-1,175
| -28% | -$50.1K | 0.07% | 196 |
|
|
2017
Q4 | $192K | Sell |
4,170
-22
| -0.5% | -$1.01K | 0.1% | 156 |
|
|
2017
Q3 | $190K | Buy |
4,192
+29
| +0.7% | +$1.32K | 0.11% | 140 |
|
|
2017
Q2 | $185K | Buy |
4,163
+107
| +3% | +$4.75K | 0.12% | 138 |
|
|
2017
Q1 | $173K | Buy |
4,056
+1,360
| +50% | +$57.9K | 0.08% | 137 |
|
|
2016
Q4 | $111K | Buy |
+2,696
| New | +$111K | 0.08% | 132 |
|