Keyvantage Wealth’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
$283K Sell
4,004
-553
-12% -$39.1K 0.13% 77
2025
Q1
$326K Buy
4,557
+815
+22% +$58.4K 0.16% 73
2024
Q4
$233K Buy
+3,742
New +$233K 0.17% 85