HIW
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Holos Integrated Wealth’s Coca-Cola KO Stock Holding History

Holos Integrated Wealth’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 		$28.1K Sell
400
-192
-32% -$13.5K 0.02% 142
2025
Q1 		$42.4K Sell
592
-450
-43% -$32.2K 0.03% 117
2024
Q4 		$64.9K Buy
+1,042
New +$64.9K 0.04% 100