Harold Davidson & Associates’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
$968K Sell
13,678
-4,548
-25% -$322K 0.63% 36
2025
Q1
$1.31M Sell
18,226
-350
-2% -$25.1K 0.71% 34
2024
Q4
$1.16M Buy
+18,576
New +$1.16M 0.55% 43