ORG Wealth Partners’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
$581K Buy
8,109
+828
+11% +$59.3K 0.14% 103
2025
Q1
$523K Buy
7,281
+6,596
+963% +$474K 0.16% 109
2024
Q4
$42.7K Sell
685
-115
-14% -$7.17K 0.01% 260
2024
Q3
$57.5K Buy
+800
New +$57.5K 0.02% 237