Westside Investment Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $458K | Buy |
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|
2025
Q2 | $418K | Buy |
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|
2025
Q1 | $368K | Sell |
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|
2024
Q4 | $328K | Buy |
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|
2024
Q3 | $309K | Hold |
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|
2024
Q2 | $279K | Sell |
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|
2024
Q1 | $271K | Buy |
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|
2023
Q4 | $260K | Sell |
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|
2023
Q3 | $248K | Buy |
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|
2023
Q2 | $267K | Buy |
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|
2023
Q1 | $271K | Hold |
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|
2022
Q4 | $75.7K | Buy |
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|
2022
Q3 | $67.4K | Buy |
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|
2022
Q2 | $75.6K | Sell |
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|
2022
Q1 | $75.6K | Hold |
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|
2021
Q4 | $63.8K | Sell |
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|
2021
Q3 | $63.8K | Buy |
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|
2021
Q2 | $65.1K | Hold |
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|
2021
Q1 | $63.4K | Sell |
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|
2020
Q4 | $87.9K | Buy |
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|
2020
Q3 | $79.1K | Buy |
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|
2020
Q2 | $44.8K | Buy |
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|
2020
Q1 | $6.75K | Buy |
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|
2019
Q2 | $140 | Buy |
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|
2018
Q4 | $135K | Sell |
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|
2018
Q3 | $141K | Buy |
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|
2018
Q2 | $129K | Sell |
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|
2018
Q1 | $128K | Sell |
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|
2017
Q4 | $192K | Sell |
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|
2017
Q3 | $190K | Buy |
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|
2017
Q2 | $185K | Buy |
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|
2017
Q1 | $173K | Buy |
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|
2016
Q4 | $111K | Buy |
|