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Compass Financial Services’s Coca-Cola KO Stock Holding History

Compass Financial Services’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 		$219K Sell
3,101
-81
-3% -$5.73K 0.11% 46
2025
Q1 		$228K Buy
3,182
+718
+29% +$51.4K 0.12% 41
2024
Q4 		$153K Buy
+2,464
New +$153K 0.09% 43