PDS Planning’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 | $5.03M | Buy |
66,075
+1,521
| +2% | +$115K | 0.33% | 47 |
|
|
2025
Q4 | $4.51M | Sell |
64,554
-66
| -0.1% | -$4.6K | 0.3% | 48 |
|
|
2025
Q3 | $4.29M | Buy |
64,620
+29
| +0% | +$2K | 0.3% | 49 |
|
|
2025
Q2 | $4.57M | Buy |
64,591
+4,758
| +8% | +$339K | 0.34% | 48 |
|
|
2025
Q1 | $4.29M | Buy |
59,833
+1,785
| +3% | +$119K | 0.36% | 46 |
|
|
2024
Q4 | $3.61M | Sell |
58,048
-1,405
| -2% | -$91.7K | 0.32% | 46 |
|
|
2024
Q3 | $4.27M | Sell |
59,453
-576
| -1% | -$39.4K | 0.38% | 42 |
|
|
2024
Q2 | $3.82M | Buy |
60,029
+102
| +0.2% | +$6.31K | 0.39% | 41 |
|
|
2024
Q1 | $3.67M | Sell |
59,927
-938
| -2% | -$56.3K | 0.39% | 41 |
|
|
2023
Q4 | $3.59M | Buy |
60,865
+443
| +0.7% | +$25.2K | 0.41% | 39 |
|
|
2023
Q3 | $3.38M | Sell |
60,422
-624
| -1% | -$37.4K | 0.44% | 41 |
|
|
2023
Q2 | $3.68M | Buy |
61,046
+1,224
| +2% | +$76.1K | 0.47% | 37 |
|
|
2023
Q1 | $3.71M | Buy |
59,822
+3,151
| +6% | +$191K | 0.51% | 35 |
|
|
2022
Q4 | $3.6M | Buy |
56,671
+278
| +0.5% | +$16.8K | 0.58% | 35 |
|
|
2022
Q3 | $3.16M | Buy |
56,393
+77
| +0.1% | +$4.79K | 0.58% | 33 |
|
|
2022
Q2 | $3.54M | Buy |
56,316
+236
| +0.4% | +$15K | 0.64% | 34 |
|
|
2022
Q1 | $3.48M | Buy |
56,080
+1,101
| +2% | +$67K | 0.61% | 34 |
|
|
2021
Q4 | $3.25M | Sell |
54,979
-180
| -0.3% | -$10K | 0.62% | 35 |
|
|
2021
Q3 | $2.89M | Sell |
55,159
-567
| -1% | -$31.6K | 0.67% | 34 |
|
|
2021
Q2 | $3.02M | Buy |
55,726
+1,199
| +2% | +$65.2K | 0.73% | 35 |
|
|
2021
Q1 | $2.87M | Sell |
54,527
-316
| -0.6% | -$15.9K | 0.83% | 32 |
|
|
2020
Q4 | $3.01M | Buy |
54,843
+576
| +1% | +$29.8K | 1.03% | 31 |
|
|
2020
Q3 | $2.68M | Sell |
54,267
-675
| -1% | -$32.5K | 1.09% | 29 |
|
|
2020
Q2 | $2.46M | Buy |
54,942
+1,128
| +2% | +$52K | 1.11% | 29 |
|
|
2020
Q1 | $2.38M | Sell |
53,814
-752
| -1% | -$40.6K | 1.52% | 19 |
|
|
2019
Q4 | $3.02M | Buy |
54,566
+226
| +0.4% | +$12.2K | 1.91% | 16 |
|
|
2019
Q3 | $2.96M | Buy |
54,340
+139
| +0.3% | +$7.44K | 2.05% | 13 |
|
|
2019
Q2 | $2.76M | Sell |
54,201
-671
| -1% | -$32.9K | 2.05% | 13 |
|
|
2019
Q1 | $2.57M | Sell |
54,872
-62,021
| -53% | -$2.9M | 2% | 15 |
|
|
2018
Q4 | $5.54M | Sell |
116,893
-2,120
| -2% | -$101K | 4.76% | 5 |
|
|
2018
Q3 | $5.5M | Buy |
119,013
+333
| +0.3% | +$15.2K | 4.7% | 5 |
|
|
2018
Q2 | $5.21M | Buy |
118,680
+15
| +0% | +$648 | 5.13% | 5 |
|
|
2018
Q1 | $5.15M | Sell |
118,665
-985
| -0.8% | -$44.2K | 5.21% | 4 |
|
|
2017
Q4 | $5.49M | Buy |
+119,650
| New | +$5.5M | 5.56% | 4 |
|
Other funds holding KO
VCM
VPM
PDS Planning's KO Position: Q1 2026 in Review
PDS Planning increased its Coca-Cola (KO) stake by 2.4% in Q1 2026, buying an estimated $115K and bringing the position to 66,075 shares worth $5.03M. The position accounts for 0.33% of the portfolio, ranked #47.
PDS Planning first reported a position in KO in Q4 2017 and has held it in 34 quarters since. The position peaked at $5.54M in Q4 2018. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- PDS Planning held 66,075 shares of Coca-Cola worth $5.03M as of Q1 2026.
- PDS Planning bought 1,521 Coca-Cola shares in Q1 2026, an estimated $115K.
- Coca-Cola made up 0.33% of PDS Planning's portfolio in Q1 2026, its #47 holding.
- PDS Planning first reported a position in Coca-Cola in Q4 2017 and has held it in 34 quarters since.
- PDS Planning's Coca-Cola position peaked at $5.54M in Q4 2018.
- 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.