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Burling Wealth Partners’s Coca-Cola KO Stock Holding History

Burling Wealth Partners’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 		$482K Hold
6,810
– – 0.09% 127
2025
Q1 		$488K Sell
6,810
-1,849
-21% -$132K 0.1% 117
2024
Q4 		$539K Buy
+8,659
New +$539K 0.11% 119