PDS Planning’s Coca-Cola KO Stock Holding History

PDS Planning’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.57M	Buy	64,591 +4,758	+8%	+$337K	0.34%	48
2025 Q1	$4.29M	Buy	59,833 +1,785	+3%	+$128K	0.36%	46
2024 Q4	$3.61M	Sell	58,048 -1,405	-2%	-$87.5K	0.32%	46
2024 Q3	$4.27M	Sell	59,453 -576	-1%	-$41.4K	0.38%	42
2024 Q2	$3.82M	Buy	60,029 +102	+0.2%	+$6.49K	0.39%	41
2024 Q1	$3.67M	Sell	59,927 -938	-2%	-$57.4K	0.39%	41
2023 Q4	$3.59M	Buy	60,865 +443	+0.7%	+$26.1K	0.41%	39
2023 Q3	$3.38M	Sell	60,422 -624	-1%	-$34.9K	0.44%	41
2023 Q2	$3.68M	Buy	61,046 +1,224	+2%	+$73.7K	0.47%	37
2023 Q1	$3.71M	Buy	59,822 +3,151	+6%	+$195K	0.51%	35
2022 Q4	$3.6M	Buy	56,671 +278	+0.5%	+$17.7K	0.58%	35
2022 Q3	$3.16M	Buy	56,393 +77	+0.1%	+$4.31K	0.58%	33
2022 Q2	$3.54M	Buy	56,316 +236	+0.4%	+$14.8K	0.64%	34
2022 Q1	$3.48M	Buy	56,080 +1,101	+2%	+$68.3K	0.61%	34
2021 Q4	$3.26M	Sell	54,979 -180	-0.3%	-$10.7K	0.62%	35
2021 Q3	$2.89M	Sell	55,159 -567	-1%	-$29.7K	0.67%	34
2021 Q2	$3.02M	Buy	55,726 +1,199	+2%	+$64.9K	0.73%	35
2021 Q1	$2.87M	Sell	54,527 -316	-0.6%	-$16.7K	0.83%	32
2020 Q4	$3.01M	Buy	54,843 +576	+1%	+$31.6K	1.03%	31
2020 Q3	$2.68M	Sell	54,267 -675	-1%	-$33.3K	1.09%	29
2020 Q2	$2.46M	Buy	54,942 +1,128	+2%	+$50.4K	1.11%	29
2020 Q1	$2.38M	Sell	53,814 -752	-1%	-$33.3K	1.52%	19
2019 Q4	$3.02M	Buy	54,566 +226	+0.4%	+$12.5K	1.91%	16
2019 Q3	$2.96M	Buy	54,340 +139	+0.3%	+$7.57K	2.05%	13
2019 Q2	$2.76M	Sell	54,201 -671	-1%	-$34.2K	2.05%	13
2019 Q1	$2.57M	Sell	54,872 -62,021	-53%	-$2.91M	2%	15
2018 Q4	$5.54M	Sell	116,893 -2,120	-2%	-$100K	4.76%	5
2018 Q3	$5.5M	Buy	119,013 +333	+0.3%	+$15.4K	4.7%	5
2018 Q2	$5.21M	Buy	118,680 +15	+0%	+$658	5.13%	5
2018 Q1	$5.15M	Sell	118,665 -985	-0.8%	-$42.8K	5.21%	4
2017 Q4	$5.49M	Buy	+119,650	New	+$5.49M	5.56%	4