Warner Financial’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$240K Hold
2025
Q2
$256K Hold
2025
Q1
$259K Hold
2024
Q4
$225K Buy
2023
Q3
Sell
2023
Q2
$404K Sell
2023
Q1
$583K Buy