GPWM
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Grant Private Wealth Management’s Coca-Cola KO Stock Holding History

Grant Private Wealth Management’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 		$6.75M Buy
95,432
+88,666
+1,310% +$6.27M 3.83% 5
2025
Q1 		$485K Buy
6,766
+294
+5% +$21.1K 0.52% 55
2024
Q4 		$403K Buy
+6,472
New +$403K 0.43% 58