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Enclave Advisors’s Coca-Cola KO Stock Holding History

Enclave Advisors’s Portfolio KO Stock Details KO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$9.24M Hold
130,633
– – 1.49% 20
2025
Q1 		$9.36M Buy
130,633
+129
+0.1% +$9.24K 1.6% 19
2024
Q4 		$8.13M Sell
130,504
-15
-0% -$934 1.34% 22
2024
Q3 		$9.38M Buy
+130,519
New +$9.38M 1.59% 16