Watts Gwilliam & Co’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$771K Buy
10,758
+880
+9% +$63K 0.17% 98
2024
Q4
$601K Buy
9,878
+6
+0.1% +$365 0.13% 114
2024
Q3
$683K Buy
+9,872
New +$683K 0.15% 105
2024
Q1
$497K Buy
+7,870
New +$497K 0.15% 110