Root Financial Partners’s Coca-Cola KO Stock Holding History

Root Financial Partners’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$569K	Buy
2025 Q2	$545K	Buy
2025 Q1	$420K	Buy
2024 Q4	$350K	Buy
2024 Q3	$339K	Buy
2024 Q2	$232K	Sell
2024 Q1	$279K	Buy