PWM
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Pines Wealth Management’s Coca-Cola KO Stock Holding History

Pines Wealth Management’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
Q2 		$424K Sell
5,939
-507
-8% -$36.2K 0.15% 143
2025
Q1 		$441K Buy
6,446
+1,006
+18% +$68.8K 0.2% 117
2024
Q4 		$332K Buy
+5,440
New +$332K 0.14% 148