PIA
Perennial Investment Advisors’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.17M | Buy |
44,791
+864
| +2% | +$61.1K | 0.31% | 69 |
|
|
2025
Q1 | $3.15M | Buy |
43,927
+172
| +0.4% | +$12.3K | 0.35% | 55 |
|
|
2024
Q4 | $2.72M | Sell |
43,755
-59
| -0.1% | -$3.67K | 0.32% | 65 |
|
|
2024
Q3 | $3.15M | Sell |
43,814
-224
| -0.5% | -$16.1K | 0.41% | 52 |
|
|
2024
Q2 | $2.8M | Buy |
44,038
+161
| +0.4% | +$10.2K | 0.4% | 52 |
|
|
2024
Q1 | $2.68M | Buy |
43,877
+1,013
| +2% | +$62K | 0.41% | 51 |
|
|
2023
Q4 | $2.53M | Buy |
42,864
+10
| +0% | +$589 | 0.42% | 54 |
|
|
2023
Q3 | $2.4M | Sell |
42,854
-426
| -1% | -$23.8K | 0.43% | 55 |
|
|
2023
Q2 | $2.61M | Sell |
43,280
-998
| -2% | -$60.1K | 0.46% | 49 |
|
|
2023
Q1 | $2.75M | Buy |
44,278
+906
| +2% | +$56.2K | 0.51% | 44 |
|
|
2022
Q4 | $2.76M | Buy |
43,372
+254
| +0.6% | +$16.2K | 1.12% | 20 |
|
|
2022
Q3 | $2.42M | Buy |
43,118
+228
| +0.5% | +$12.8K | 1.1% | 20 |
|
|
2022
Q2 | $2.7M | Buy |
42,890
+429
| +1% | +$27K | 1.05% | 19 |
|
|
2022
Q1 | $2.63M | Hold |
42,461
| – | – | 0.83% | 24 |
|
|
2021
Q4 | $2.51M | Sell |
42,461
-185
| -0.4% | -$10.9K | 0.79% | 24 |
|
|
2021
Q3 | $2.24M | Buy |
42,646
+239
| +0.6% | +$12.5K | 0.79% | 23 |
|
|
2021
Q2 | $2.3M | Sell |
42,407
-488
| -1% | -$26.4K | 0.84% | 23 |
|
|
2021
Q1 | $2.26M | Sell |
42,895
-450
| -1% | -$23.7K | 0.89% | 21 |
|
|
2020
Q4 | $2.38M | Buy |
43,345
+1,535
| +4% | +$84.2K | 1.02% | 20 |
|
|
2020
Q3 | $2.06M | Buy |
41,810
+1,290
| +3% | +$63.7K | 1.03% | 21 |
|
|
2020
Q2 | $1.81M | Sell |
40,520
-45
| -0.1% | -$2.01K | 1.23% | 20 |
|
|
2020
Q1 | $1.8M | Buy |
40,565
+570
| +1% | +$25.2K | 1.6% | 14 |
|
|
2019
Q4 | $2.21M | Buy |
+39,995
| New | +$2.21M | 1.75% | 14 |
|