Miller Financial Services’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
$243K Sell
3,432
-535
-13% -$37.8K 0.31% 85
2025
Q1
$284K Sell
3,967
-710
-15% -$50.8K 0.41% 69
2024
Q4
$291K Buy
+4,677
New +$291K 0.25% 99