Carnegie Lake 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
$2.35M Hold
33,180
0.93% 26
2025
Q1
$2.38M Buy
33,180
+500
+2% +$35.8K 0.96% 26
2024
Q4
$2.04M Sell
32,680
-800
-2% -$49.8K 0.82% 33
2024
Q3
$2.41M Buy
+33,480
New +$2.41M 0.95% 26