Dynasty 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
$1.49M Sell
21,051
-300
-1% -$21.2K 0.03% 108
2025
Q1
$1.53M Buy
+21,351
New +$1.53M 0.03% 114
2018
Q4
Sell
-7,164
Closed -$331K 53
2018
Q3
$331K Buy
+7,164
New +$331K 0.43% 60