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Claris Advisors’s Coca-Cola KO Stock Holding History

Claris Advisors’s Portfolio KO Stock Details KO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$232K Sell
3,285
-701
-18% -$49.6K 0.08% 65
2025
Q1 		$286K Buy
3,986
+329
+9% +$23.6K 0.11% 60
2024
Q4 		$228K Buy
3,657
+88
+2% +$5.48K 0.09% 66
2024
Q3 		$256K Buy
+3,569
New +$256K 0.11% 52