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Claris Financial’s Coca-Cola KO Stock Holding History

Claris Financial’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 		$1.09M Sell
15,456
-3,367
-18% -$238K 0.82% 29
2025
Q1 		$1.17M Hold
18,823
– – 0.77% 29
2024
Q4 		$1.17M Buy
+18,823
New +$1.17M 0.77% 29