RFG - Bristol Wealth Advisors’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
$7.16M Sell
101,208
-1,387
-1% -$98.1K 2.22% 9
2025
Q1
$7.35M Buy
102,595
+800
+0.8% +$57.3K 2.46% 10
2024
Q4
$6.34M Buy
+101,795
New +$6.34M 2.08% 13