BankPlus Trust Department’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
$2.99M Buy
42,317
+2,039
+5% +$144K 0.89% 22
2025
Q1
$2.88M Buy
40,278
+520
+1% +$37.2K 0.96% 19
2024
Q4
$2.48M Buy
+39,758
New +$2.48M 0.81% 22