Premier Path 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 | $1.12M | Buy |
15,797
+2,139
| +16% | +$151K | 0.16% | 158 |
|
|
2025
Q1 | $978K | Buy |
13,658
+358
| +3% | +$25.6K | 0.15% | 162 |
|
|
2024
Q4 | $828K | Buy |
13,300
+652
| +5% | +$40.6K | 0.13% | 176 |
|
|
2024
Q3 | $909K | Buy |
12,648
+371
| +3% | +$26.7K | 0.14% | 162 |
|
|
2024
Q2 | $781K | Buy |
12,277
+268
| +2% | +$17.1K | 0.13% | 169 |
|
|
2024
Q1 | $729K | Buy |
12,009
+170
| +1% | +$10.3K | 0.14% | 161 |
|
|
2023
Q4 | $698K | Buy |
+11,839
| New | +$698K | 0.15% | 150 |
|