Richards, Merrill & Peterson’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
$1.34M Buy
18,984
+1,361
+8% +$96.3K 0.64% 42
2025
Q1
$1.26M Buy
17,623
+749
+4% +$53.6K 0.66% 43
2024
Q4
$1.05M Buy
+16,874
New +$1.05M 0.55% 47