Pacific Wealth Strategies Group’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 | – | Sell |
-22,853
| Closed | -$1.64M | – | 63 |
|
|
2025
Q1 | $1.64M | Buy |
22,853
+468
| +2% | +$33.5K | 1.22% | 22 |
|
|
2024
Q4 | $1.39M | Buy |
22,385
+357
| +2% | +$22.2K | 0.97% | 26 |
|
|
2024
Q3 | $1.58M | Buy |
22,028
+372
| +2% | +$26.7K | 1.17% | 23 |
|
|
2024
Q2 | $1.38M | Buy |
21,656
+128
| +0.6% | +$8.15K | 1.14% | 24 |
|
|
2024
Q1 | $1.32M | Buy |
21,528
+675
| +3% | +$41.3K | 1.1% | 26 |
|
|
2023
Q4 | $1.23M | Buy |
20,853
+189
| +0.9% | +$11.1K | 1.17% | 25 |
|
|
2023
Q3 | $1.16M | Buy |
20,664
+4,589
| +29% | +$257K | 1.22% | 26 |
|
|
2023
Q2 | $968K | Buy |
16,075
+275
| +2% | +$16.6K | 0.99% | 26 |
|
|
2023
Q1 | $980K | Buy |
15,800
+1,788
| +13% | +$111K | 1.12% | 27 |
|
|
2022
Q4 | $891K | Sell |
14,012
-73
| -0.5% | -$4.64K | 1.19% | 25 |
|
|
2022
Q3 | $789K | Buy |
14,085
+236
| +2% | +$13.2K | 1.1% | 25 |
|
|
2022
Q2 | $871K | Sell |
13,849
-2,076
| -13% | -$131K | 1.12% | 26 |
|
|
2022
Q1 | $987K | Sell |
15,925
-11,085
| -41% | -$687K | 0.41% | 45 |
|
|
2021
Q4 | $1.6M | Buy |
27,010
+252
| +0.9% | +$14.9K | 0.56% | 39 |
|
|
2021
Q3 | $1.4M | Sell |
26,758
-304
| -1% | -$16K | 0.52% | 43 |
|
|
2021
Q2 | $1.46M | Sell |
27,062
-319
| -1% | -$17.3K | 0.56% | 42 |
|
|
2021
Q1 | $1.44M | Buy |
27,381
+567
| +2% | +$29.9K | 0.61% | 44 |
|
|
2020
Q4 | $1.37M | Buy |
26,814
+1,694
| +7% | +$86.6K | 0.59% | 46 |
|
|
2020
Q3 | $1.24M | Sell |
25,120
-613
| -2% | -$30.3K | 0.65% | 43 |
|
|
2020
Q2 | $1.15M | Buy |
25,733
+305
| +1% | +$13.6K | 0.64% | 44 |
|
|
2020
Q1 | $1.13M | Sell |
25,428
-872
| -3% | -$38.6K | 0.77% | 43 |
|
|
2019
Q4 | $1.46M | Buy |
26,300
+3,432
| +15% | +$190K | 0.8% | 43 |
|
|
2019
Q3 | $1.25M | Buy |
22,868
+525
| +2% | +$28.6K | 0.77% | 46 |
|
|
2019
Q2 | $1.14M | Hold |
22,343
| – | – | 0.71% | 52 |
|
|
2019
Q1 | $1.05M | Buy |
22,343
+918
| +4% | +$43K | 0.68% | 55 |
|
|
2018
Q4 | $1.01M | Buy |
21,425
+1,097
| +5% | +$51.9K | 0.73% | 53 |
|
|
2018
Q3 | $939K | Buy |
20,328
+2,157
| +12% | +$99.6K | 0.6% | 55 |
|
|
2018
Q2 | $797K | Sell |
18,171
-639
| -3% | -$28K | 0.55% | 57 |
|
|
2018
Q1 | $817K | Buy |
18,810
+2,211
| +13% | +$96K | 0.58% | 58 |
|
|
2017
Q4 | $762K | Buy |
16,599
+5,269
| +47% | +$242K | 0.54% | 58 |
|
|
2017
Q3 | $510K | Buy |
11,330
+887
| +8% | +$39.9K | 0.4% | 59 |
|
|
2017
Q2 | $468K | Buy |
10,443
+1,763
| +20% | +$79K | 0.4% | 58 |
|
|
2017
Q1 | $368K | Buy |
+8,680
| New | +$368K | 0.32% | 61 |
|