UP Strategic Wealth Investment Advisors’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	$479K	Buy	6,771 +30	+0.4%	+$2.12K	0.37%	44
2025 Q1	$483K	Hold	6,741	–	–	0.43%	44
2024 Q4	$420K	Buy	6,741 +1,571	+30%	+$97.8K	0.42%	43
2024 Q3	$372K	Buy	5,170 +1,797	+53%	+$129K	0.42%	44
2024 Q2	$215K	Buy	+3,373	New	+$215K	0.33%	57