Instrumental Wealth’s Coca-Cola KO Stock Holding History

Instrumental Wealth’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$353K	Sell
2025 Q2	$355K	Buy
2025 Q1	$348K	Buy
2024 Q4	$339K	Buy
2024 Q3	$333K	Buy
2024 Q2	$307K	Buy
2024 Q1	$284K	Buy
2023 Q4	$263K	Sell
2023 Q3	$246K	Buy
2023 Q2	$257K	Sell
2023 Q1	$278K	Buy