Cherrydale Wealth Management’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	–	Sell	-2,810	Closed	-$201K	–	80
2025 Q1	$201K	Buy	+2,810	New	+$201K	0.08%	67
2024 Q4	–	Sell	-3,015	Closed	-$217K	–	75
2024 Q3	$217K	Buy	+3,015	New	+$217K	0.09%	61