Wealthquest’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	$430K	Buy	6,078 +33	+0.5%	+$2.34K	0.03%	84
2025 Q1	$433K	Buy	6,045 +272	+5%	+$19.5K	0.04%	79
2024 Q4	$359K	Buy	5,773 +33	+0.6%	+$2.06K	0.03%	88
2024 Q3	$412K	Buy	+5,740	New	+$412K	0.04%	80