Meriwether Wealth & Planning’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
$246K Sell
3,481
-697
-17% -$49.3K 0.15% 102
2025
Q1
$299K Buy
4,178
+338
+9% +$24.2K 0.2% 87
2024
Q4
$239K Buy
+3,840
New +$239K 0.17% 101