Blue Zone Wealth Advisors’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
$787K Sell
11,122
-69
-0.6% -$4.88K 0.2% 64
2025
Q1
$801K Sell
11,191
-494
-4% -$35.4K 0.22% 64
2024
Q4
$728K Buy
+11,685
New +$728K 0.21% 68