Michels Family Financial’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
$615K Sell
8,689
-7
-0.1% -$495 0.52% 65
2025
Q1
$623K Buy
8,696
+127
+1% +$9.1K 0.56% 58
2024
Q4
$534K Buy
+8,569
New +$534K 0.49% 70