Base Wealth Management LLC’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
$509K Buy
7,197
+63
+0.9% +$4.46K 0.33% 39
2025
Q1
$511K Buy
+7,134
New +$511K 0.39% 36