Sunbeam Capital Management’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
$1.05M Buy
14,713
+1,021
+7% +$72.8K 0.79% 31
2025
Q1
$988K Hold
13,692
0.94% 29
2024
Q4
$852K Buy
+13,692
New +$852K 0.79% 29