DFP
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Defined Financial Planning’s Coca-Cola KO Stock Holding History

Defined Financial Planning’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 		$301K Sell
4,344
-2,248
-34% -$156K 0.27% 46
2025
Q1 		$474K Buy
6,592
+487
+8% +$35K 0.48% 31
2024
Q4 		$380K Buy
+6,105
New +$380K 0.41% 38