Circle Wealth Management, LLC's ownership history for KO

Circle Wealth Management, LLC currently holds 6.2K shares with a market value of $412.6K. It started holding KO on 2024-09-30. At its peak, it held 6.7K shares on 2025-06-30. Its highest holding value was $471.7K on 2025-06-30. At its lowest, it held 6.1K shares on 2024-09-30, with a value of $389.5K on 2024-12-31. In the recent 180 days, Circle Wealth Management, LLC has decreased its shares by 260. In the recent year, Circle Wealth Management, LLC has increased its shares by 85.