MWM
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Mascagni Wealth Management’s Coca-Cola KO Stock Holding History

Mascagni 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 		$212K Buy
2,991
+29
+1% +$2.05K 0.18% 114
2025
Q1 		$212K Hold
2,962
– – 0.21% 107
2024
Q4 		$212K Buy
+2,962
New +$212K 0.21% 107