MPW
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Monterey Private Wealth’s Coca-Cola KO Stock Holding History

Monterey Private Wealth’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
Q1 		$218K Sell
3,043
-939
-24% -$67.3K 0.06% 121
2024
Q4 		$248K Buy
3,982
+629
+19% +$39.2K 0.08% 110
2024
Q3 		$241K Buy
3,353
+6
+0.2% +$431 0.08% 111
2024
Q2 		$213K Buy
+3,347
New +$213K 0.08% 112