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Roxbury Financial’s Coca-Cola KO Stock Holding History

Roxbury Financial’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 		$994K Sell
14,050
-345
-2% -$24.4K 0.97% 31
2025
Q1 		$1.03M Sell
14,395
-1,193
-8% -$85K 1% 31
2024
Q4 		$999K Buy
+15,588
New +$999K 0.96% 33