Wetzel Investment Advisors’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
$230K Sell
2025
Q2
$277K Sell
2025
Q1
$379K Sell
2024
Q4
$328K Sell
2024
Q3
$390K Buy
2024
Q2
$321K Sell
2024
Q1
$322K Sell
2023
Q4
$323K Buy