PDM
Penn Davis McFarland’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.93M | Sell |
83,773
-335
| -0.4% | -$23.7K | 0.67% | 29 |
|
|
2025
Q1 | $6.02M | Sell |
84,108
-380
| -0.4% | -$27.2K | 0.71% | 30 |
|
|
2024
Q4 | $5.26M | Sell |
84,488
-1,225
| -1% | -$76.3K | 0.57% | 31 |
|
|
2024
Q3 | $6.16M | Buy |
+85,713
| New | +$6.16M | 0.69% | 31 |
|