Private Client Services’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
$257K Buy
3,638
+686
+23% +$48.5K 0.1% 168
2025
Q1
$211K Buy
+2,952
New +$211K 0.1% 177