Cache 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
$384K Hold
5,431
0.1% 72
2025
Q1
$389K Buy
5,431
+118
+2% +$8.45K 0.15% 63
2024
Q4
$331K Buy
+5,313
New +$331K 0.14% 61