Partners 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
$768K Hold
10,686
0.87% 39
2025
Q1
$765K Sell
10,686
-126
-1% -$9.02K 0.87% 39
2024
Q4
$673K Buy
+10,812
New +$673K 0.77% 43