TCFG Wealth 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
$203K Buy
2,865
+16
+0.6% +$1.13K 0.09% 245
2025
Q1
$204K Buy
+2,849
New +$204K 0.1% 223
2024
Q4
Sell
-2,949
Closed -$212K 238
2024
Q3
$212K Buy
+2,949
New +$212K 0.11% 203