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Avantra Family Wealth’s Coca-Cola KO Stock Holding History

Avantra Family Wealth’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 		$238K Buy
3,363
+2
+0.1% +$141 0.2% 124
2025
Q1 		$241K Hold
3,361
– – 0.23% 134
2024
Q4 		$209K Buy
+3,361
New +$209K 0.2% 144