LWM
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Level Wealth Management’s Coca-Cola KO Stock Holding History

Level Wealth Management’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 		$557K Hold
7,876
– – 0.32% 27
2025
Q1 		$564K Hold
7,876
– – 0.37% 26
2024
Q4 		$490K Buy
+7,876
New +$490K 0.35% 27