Pacific Center for Financial Services’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $534K | Buy |
7,017
+1,592
| +29% | +$120K | 0.14% | 57 |
|
|
2025
Q4 | $360K | Hold |
5,425
| – | – | 0.09% | 65 |
|
|
2025
Q3 | $360K | Hold |
5,425
| – | – | 0.09% | 65 |
|
|
2025
Q2 | $384K | Hold |
5,425
| – | – | 0.1% | 58 |
|
|
2025
Q1 | $389K | Hold |
5,425
| – | – | 0.1% | 57 |
|
|
2024
Q4 | $338K | Hold |
5,425
| – | – | 0.09% | 60 |
|
|
2024
Q3 | $390K | Hold |
5,425
| – | – | 0.1% | 56 |
|
|
2024
Q2 | $345K | Sell |
5,425
-396
| -7% | -$24.5K | 0.1% | 58 |
|
|
2024
Q1 | $356K | Sell |
5,821
-327
| -5% | -$19.6K | 0.1% | 56 |
|
|
2023
Q4 | $362K | Hold |
6,148
| – | – | 0.11% | 53 |
|
|
2023
Q3 | $344K | Hold |
6,148
| – | – | 0.12% | 53 |
|
|
2023
Q2 | $370K | Hold |
6,148
| – | – | 0.12% | 54 |
|
|
2023
Q1 | $381K | Buy |
+6,148
| New | +$372K | 0.13% | 55 |
|
|
2022
Q3 | $410K | Hold |
7,322
| – | – | 0.16% | 44 |
|
|
2022
Q2 | $461K | Hold |
7,322
| – | – | 0.19% | 39 |
|
|
2022
Q1 | $454K | Hold |
7,322
| – | – | 0.16% | 46 |
|
|
2021
Q4 | $434K | Hold |
7,322
| – | – | 0.17% | 47 |
|
|
2021
Q3 | $384K | Hold |
7,322
| – | – | 0.17% | 50 |
|
|
2021
Q2 | $396K | Hold |
7,322
| – | – | 0.17% | 48 |
|
|
2021
Q1 | $386K | Hold |
7,322
| – | – | 0.18% | 45 |
|
|
2020
Q4 | $402K | Hold |
7,322
| – | – | 0.15% | 40 |
|
|
2020
Q3 | $361K | Hold |
7,322
| – | – | 0.15% | 38 |
|
|
2020
Q2 | $327K | Sell |
7,322
-100
| -1% | -$4.61K | 0.16% | 40 |
|
|
2020
Q1 | $328K | Hold |
7,422
| – | – | 0.21% | 34 |
|
|
2019
Q4 | $411K | Hold |
7,422
| – | – | 0.18% | 35 |
|
|
2019
Q3 | $404K | Hold |
7,422
| – | – | 0.2% | 32 |
|
|
2019
Q2 | $378K | Hold |
7,422
| – | – | 0.19% | 33 |
|
|
2019
Q1 | $348K | Sell |
7,422
-160
| -2% | -$7.48K | 0.19% | 32 |
|
|
2018
Q4 | $359K | Sell |
7,582
-40
| -0.5% | -$1.92K | 0.19% | 30 |
|
|
2018
Q3 | $352K | Buy |
7,622
+200
| +3% | +$9.14K | 0.17% | 31 |
|
|
2018
Q2 | $326K | Hold |
7,422
| – | – | 0.19% | 32 |
|
|
2018
Q1 | $322K | Hold |
7,422
| – | – | 0.2% | 32 |
|
|
2017
Q4 | $341K | Hold |
7,422
| – | – | 0.21% | 31 |
|
|
2017
Q3 | $334K | Hold |
7,422
| – | – | 0.21% | 31 |
|
|
2017
Q2 | $333K | Buy |
7,422
+100
| +1% | +$4.42K | 0.22% | 30 |
|
|
2017
Q1 | $311K | Hold |
7,322
| – | – | 0.22% | 32 |
|
|
2016
Q4 | $304K | Buy |
+7,322
| New | +$305K | 0.23% | 35 |
|
Other funds holding KO
VCM
VPM
Pacific Center for Financial Services's KO Position: Q1 2026 in Review
Pacific Center for Financial Services increased its Coca-Cola (KO) stake by 29% in Q1 2026, buying an estimated $120K and bringing the position to 7,017 shares worth $534K. The position accounts for 0.14% of the portfolio, ranked #57.
Pacific Center for Financial Services first reported a position in KO in Q4 2016 and has held it in 37 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Pacific Center for Financial Services held 7,017 shares of Coca-Cola worth $534K as of Q1 2026.
- Pacific Center for Financial Services bought 1,592 Coca-Cola shares in Q1 2026, an estimated $120K.
- Coca-Cola made up 0.14% of Pacific Center for Financial Services's portfolio in Q1 2026, its #57 holding.
- Pacific Center for Financial Services first reported a position in Coca-Cola in Q4 2016 and has held it in 37 quarters since.
- 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Pacific Center for Financial Services's 13F filing for Q1 2026, filed 12 May 2026.