Vantage Financial Partners (Wisconsin)’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
$263K Buy
3,721
+26
+0.7% +$1.84K 0.06% 172
2025
Q1
$265K Buy
3,695
+224
+6% +$16K 0.07% 153
2024
Q4
$216K Sell
3,471
-2
-0.1% -$125 0.05% 163
2024
Q3
$250K Buy
+3,473
New +$250K 0.06% 156