Steward Partners Investment Solutions’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$3.21M Buy
52,548
+22,222
+73% +$1.36M 0.54% 44
2023
Q4
$1.79M Buy
+30,326
New +$1.79M 0.75% 36