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Generate Investment Management’s Coca-Cola KO Stock Holding History

Generate Investment Management’s Portfolio KO Stock Details KO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$7.87M Buy
111,205
+43,375
+64% +$3.07M 0.44% 64
2025
Q1 		$4.86M Buy
+67,830
New +$4.86M 0.34% 69
2024
Q1 		– Sell
-153,340
Closed -$9.04M – 83
2023
Q4 		$9.04M Buy
+153,340
New +$9.04M 0.78% 48