Oregon Pacific Wealth Management’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
$783K Buy
11,062
+1,209
+12% +$85.5K 0.74% 34
2025
Q1
$706K Sell
9,853
-16
-0.2% -$1.15K 0.71% 42
2024
Q4
$614K Buy
+9,869
New +$614K 0.6% 48