Encompass Wealth Advisors’s Coca-Cola KO Stock Holding History

Encompass Wealth Advisors’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$208K	Buy
2022 Q2	–	Sell
2022 Q1	$228K	Sell
2021 Q4	$220K	Buy