FWP
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Falcon Wealth Planning’s Coca-Cola KO Stock Holding History

Falcon Wealth Planning’s Portfolio KO Stock Details KO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$320K Buy
4,517
+425
+10% +$30.1K 0.03% 135
2025
Q1 		$293K Buy
+4,092
New +$293K 0.03% 139