Capital Performance 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	$374K	Sell	5,289 -1,794	-25%	-$127K	0.07%	131
2025 Q1	$507K	Buy	+7,083	New	+$507K	0.11%	100
2024 Q4	–	Sell	-1,795	Closed	-$129K	–	1477
2024 Q3	$129K	Buy	+1,795	New	+$129K	0.04%	155