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Whipplewood Advisors’s Coca-Cola KO Stock Holding History

Whipplewood Advisors’s Portfolio KO Stock Details KO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$110K Buy
1,550
+191
+14% +$13.5K 0.06% 225
2025
Q1 		$111K Sell
1,359
-194
-12% -$15.8K 0.07% 211
2024
Q4 		$96.7K Buy
+1,553
New +$96.7K 0.06% 234