Pacific Center for Financial Services’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	$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%	-$25.2K	0.1%	58
2024 Q1	$356K	Sell	5,821 -327	-5%	-$20K	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	+$381K	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%	-$4.47K	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%	-$7.5K	0.19%	32
2018 Q4	$359K	Sell	7,582 -40	-0.5%	-$1.89K	0.19%	30
2018 Q3	$352K	Buy	7,622 +200	+3%	+$9.24K	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%	+$4.49K	0.22%	30
2017 Q1	$311K	Hold	7,322	–	–	0.22%	32
2016 Q4	$304K	Buy	+7,322	New	+$304K	0.23%	35