Kelly Financial Group’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
$293K Sell
4,108
-979
-19% -$69.8K 0.08% 65
2025
Q1
$367K Sell
5,087
-253
-5% -$18.3K 0.11% 56
2024
Q4
$332K Buy
+5,340
New +$332K 0.12% 51