Capital & Planning LLC’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	$366K	Sell	5,168 -142	-3%	-$10K	0.25%	32
2025 Q1	$380K	Sell	5,310 -1,050	-17%	-$75.2K	0.28%	29
2024 Q4	$396K	Buy	+6,360	New	+$396K	0.29%	29