AWM
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Accredited Wealth Management’s Coca-Cola KO Stock Holding History

Accredited Wealth Management’s Portfolio KO Stock Details KO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$912K Sell
12,792
-47
-0.4% -$3.35K 0.74% 31
2025
Q1 		$926K Sell
12,839
-50
-0.4% -$3.61K 0.78% 24
2024
Q4 		$802K Buy
+12,889
New +$802K 0.7% 30