HMV Wealth Advisors’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
$331K Hold
4,674
0.22% 61
2025
Q1
$335K Hold
4,674
0.27% 63
2024
Q4
$291K Buy
+4,674
New +$291K 0.29% 70