InvesTrust’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
$2.48M Sell
34,992
-53,101
-60% -$3.76M 0.96% 36
2025
Q1
$6.31M Buy
88,093
+232
+0.3% +$16.6K 1.73% 30
2024
Q4
$5.46M Buy
+87,861
New +$5.46M 1.52% 36