PFG Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
17,144
+3,291
| +24% | +$233K | 0.06% | 274 |
|
|
2025
Q1 | $992K | Buy |
13,853
+2,265
| +20% | +$162K | 0.06% | 339 |
|
|
2024
Q4 | $721K | Sell |
11,588
-694
| -6% | -$43.2K | 0.04% | 383 |
|
|
2024
Q3 | $883K | Sell |
12,282
-473
| -4% | -$34K | 0.06% | 325 |
|
|
2024
Q2 | $812K | Buy |
12,755
+567
| +5% | +$36.1K | 0.05% | 327 |
|
|
2024
Q1 | $746K | Sell |
12,188
-1,673
| -12% | -$102K | 0.05% | 325 |
|
|
2023
Q4 | $817K | Buy |
13,861
+1,288
| +10% | +$75.9K | 0.07% | 302 |
|
|
2023
Q3 | $704K | Sell |
12,573
-52,237
| -81% | -$2.92M | 0.06% | 302 |
|
|
2023
Q2 | $3.9M | Buy |
64,810
+5,911
| +10% | +$356K | 0.3% | 91 |
|
|
2023
Q1 | $3.65M | Buy |
58,899
+750
| +1% | +$46.5K | 0.31% | 88 |
|
|
2022
Q4 | $3.7M | Buy |
58,149
+290
| +0.5% | +$18.4K | 0.36% | 63 |
|
|
2022
Q3 | $3.24M | Buy |
57,859
+125
| +0.2% | +$7K | 0.37% | 59 |
|
|
2022
Q2 | $3.63M | Buy |
57,734
+4,588
| +9% | +$289K | 0.41% | 40 |
|
|
2022
Q1 | $3.3M | Buy |
53,146
+2,451
| +5% | +$152K | 0.33% | 62 |
|
|
2021
Q4 | $3M | Sell |
50,695
-1,439
| -3% | -$85.2K | 0.3% | 90 |
|
|
2021
Q3 | $2.74M | Sell |
52,134
-493
| -0.9% | -$25.9K | 0.3% | 88 |
|
|
2021
Q2 | $2.85M | Sell |
52,627
-7,801
| -13% | -$422K | 0.33% | 76 |
|
|
2021
Q1 | $3.19M | Buy |
60,428
+48,321
| +399% | +$2.55M | 0.41% | 56 |
|
|
2020
Q4 | $664K | Sell |
12,107
-66
| -0.5% | -$3.62K | 0.11% | 216 |
|
|
2020
Q3 | $604K | Sell |
12,173
-149
| -1% | -$7.39K | 0.12% | 212 |
|
|
2020
Q2 | $557K | Buy |
12,322
+1,034
| +9% | +$46.7K | 0.13% | 189 |
|
|
2020
Q1 | $525K | Buy |
11,288
+2,676
| +31% | +$124K | 0.14% | 172 |
|
|
2019
Q4 | $468K | Sell |
8,612
-1,462
| -15% | -$79.4K | 0.11% | 198 |
|
|
2019
Q3 | $543K | Buy |
10,074
+425
| +4% | +$22.9K | 0.15% | 170 |
|
|
2019
Q2 | $523K | Buy |
9,649
+69
| +0.7% | +$3.74K | 0.14% | 175 |
|
|
2019
Q1 | $470K | Sell |
9,580
-602
| -6% | -$29.5K | 0.14% | 184 |
|
|
2018
Q4 | $505K | Buy |
+10,182
| New | +$505K | 0.16% | 169 |
|