WWM
KO icon

Whalen Wealth Management’s Coca-Cola KO Stock Holding History

Whalen Wealth Management’s Portfolio KO Stock Details KO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,831
Closed -$244K – 131
2024
Q2 		$244K Buy
+3,831
New +$244K 0.19% 89