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Asset Planning Inc’s Coca-Cola KO Stock Holding History

Asset Planning Inc’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 		$471K Buy
6,657
+44
+0.7% +$3.11K 0.36% 46
2025
Q1 		$474K Hold
6,613
– – 0.37% 44
2024
Q4 		$412K Buy
+6,613
New +$412K 0.31% 52