P.J. Schmidt Investment Management (PJS)’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Buy |
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|
2025
Q1 | $229K | Sell |
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|
2024
Q4 | $207K | Sell |
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|
2024
Q3 | $375K | Hold |
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|
2024
Q2 | $332K | Sell |
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|
2024
Q1 | $393K | Sell |
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|
2023
Q4 | $397K | Buy |
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|
2023
Q3 | $349K | Buy |
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|
2023
Q2 | $397K | Sell |
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|
2023
Q1 | $409K | Buy |
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|
2022
Q4 | $382K | Hold |
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|
2022
Q3 | $336K | Hold |
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|
2022
Q2 | $386K | Sell |
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|
2022
Q1 | $389K | Hold |
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|
2021
Q4 | $367K | Hold |
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|
2021
Q3 | $328K | Sell |
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|
2021
Q2 | $350K | Buy |
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|
2021
Q1 | $327K | Hold |
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|
2020
Q4 | $290K | Sell |
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|
2020
Q3 | $301K | Buy |
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|
2020
Q2 | $216K | Buy |
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|
2020
Q1 | $213K | Sell |
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|
2019
Q4 | $275K | Hold |
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|
2019
Q3 | $271K | Hold |
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|
2019
Q2 | $253K | Buy |
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|
2019
Q1 | $226K | Sell |
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|
2018
Q4 | $234K | Hold |
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|
2018
Q3 | $228K | Hold |
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|
2018
Q2 | $217K | Sell |
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|
2018
Q1 | $258K | Sell |
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|
2017
Q4 | $336K | Sell |
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|
2017
Q3 | $361K | Sell |
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|
2017
Q2 | $371K | Sell |
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|
2017
Q1 | $369K | Sell |
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|
2016
Q4 | $912K | Sell |
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|
2016
Q3 | $1.03M | Sell |
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|
2016
Q2 | $1.15M | Sell |
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|
2016
Q1 | $1.31M | Sell |
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|
2015
Q4 | $1.32M | Sell |
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|
2015
Q3 | $1.24M | Sell |
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|
2015
Q2 | $1.23M | Sell |
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|
2015
Q1 | $1.42M | Sell |
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|
2014
Q4 | $1.49M | Sell |
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|
2014
Q3 | $2.12M | Sell |
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|
2014
Q2 | $2.26M | Buy |
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|
2014
Q1 | $1.59M | Buy |
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|
2013
Q4 | $1.65M | Sell |
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|
2013
Q3 | $1.56M | Buy |
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|
2013
Q2 | $1.61M | Buy |
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