PCA Investment Advisory Services’s Coca-Cola KO Stock Holding History

PCA Investment Advisory Services’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,099	Closed	-$223K	–	156
2024 Q3	$223K	Buy	+3,099	New	+$212K	0.1%	136
2023 Q3	–	Sell	-2,940	Closed	-$177K	–	279
2023 Q2	$177K	Buy	+2,940	New	+$183K	0.11%	127

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

PCA Investment Advisory Services's KO Position: Q4 2024 in Review

PCA Investment Advisory Services sold out of Coca-Cola (KO) in Q4 2024, closing a stake of 3,099 shares — an estimated $223K sold.

PCA Investment Advisory Services first reported a position in KO in Q2 2023 and held it in 2 quarters. The position peaked at $223K in Q3 2024. 3,277 funds tracked by Wall St. Rank hold KO as of Q4 2024.

PCA Investment Advisory Services reported no remaining Coca-Cola position as of Q4 2024 after selling out during the quarter.
PCA Investment Advisory Services sold 3,099 Coca-Cola shares in Q4 2024, an estimated $223K.
PCA Investment Advisory Services first reported a position in Coca-Cola in Q2 2023 and held it in 2 quarters.
PCA Investment Advisory Services's Coca-Cola position peaked at $223K in Q3 2024.
3,277 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2024.

Based on PCA Investment Advisory Services's 13F filing for Q4 2024, filed 14 Jan 2025.