SWP
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Sagespring Wealth Partners’s Coca-Cola KO Stock Holding History

Sagespring Wealth Partners’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 		$5.07M Buy
71,671
+27,065
+61% +$1.91M 0.11% 101
2025
Q1 		$3.19M Buy
44,606
+7,933
+22% +$568K 0.08% 121
2024
Q4 		$2.28M Buy
+36,673
New +$2.28M 0.06% 133