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Synergy Investment Management’s Coca-Cola KO Stock Holding History

Synergy Investment Management’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 		– Sell
-1,782
Closed -$128K – 359
2025
Q1 		$128K Buy
1,782
+74
+4% +$5.3K 0.05% 152
2024
Q4 		$106K Buy
+1,708
New +$106K 0.05% 170