SGL Investment 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
$451K Buy
6,419
+290
+5% +$20.4K 0.21% 80
2025
Q1
$436K Buy
6,129
+886
+17% +$63.1K 0.23% 75
2024
Q4
$360K Buy
5,243
+865
+20% +$59.4K 0.18% 80
2024
Q3
$274K Buy
+4,378
New +$274K 0.14% 87