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Total Wealth Planning & Management’s Coca-Cola KO Stock Holding History

Total Wealth Planning & 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 		$318K Buy
4,600
+77
+2% +$5.33K 0.26% 137
2025
Q1 		$324K Sell
4,523
-5,900
-57% -$423K 0.31% 112
2024
Q4 		$649K Buy
+10,423
New +$649K 0.59% 43