Nicholson Wealth Management Group’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
$661K Buy
9,341
+423
+5% +$29.9K 0.41% 84
2025
Q1
$639K Hold
8,918
0.42% 81
2024
Q4
$555K Sell
8,918
-904
-9% -$56.3K 0.37% 86
2024
Q3
$706K Buy
+9,822
New +$706K 0.58% 65