PWA
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Principia Wealth Advisory’s Coca-Cola KO Stock Holding History

Principia Wealth Advisory’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 		$13.1K Buy
185
+66
+55% +$4.67K 0.01% 147
2025
Q1 		$8.32K Buy
119
+7
+6% +$490 0.01% 136
2024
Q4 		$6.97K Buy
+112
New +$6.97K 0.01% 134