Elevate Capital Advisors’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
$1.94M Buy
27,396
+2,414
+10% +$171K 1.54% 33
2025
Q1
$1.79M Buy
24,982
+634
+3% +$45.4K 1.65% 24
2024
Q4
$1.52M Buy
+24,348
New +$1.52M 1.34% 29