Yarger Wealth Strategies’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
$248K Buy
3,512
+311
+10% +$22K 0.13% 93
2025
Q1
$229K Buy
+3,201
New +$229K 0.13% 88
2024
Q4
Sell
-2,975
Closed -$214K 97
2024
Q3
$214K Buy
+2,975
New +$214K 0.12% 90