Evelyn Partners Asset 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
$521K Sell
7,357
-9,743
-57% -$689K 0.23% 43
2025
Q1
$527K Buy
+17,100
New +$527K 0.33% 34