WFPG
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Waller Financial Planning Group’s Coca-Cola KO Stock Holding History

Waller Financial Planning Group’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 		$231K Sell
3,260
-200
-6% -$14.2K 0.06% 69
2025
Q1 		$248K Buy
3,460
+200
+6% +$14.3K 0.07% 66
2024
Q4 		$203K Hold
3,260
– – 0.05% 67
2024
Q3 		$234K Hold
3,260
– – 0.06% 63
2024
Q2 		$207K Buy
+3,260
New +$207K 0.06% 67