PFG Advisors’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
Q3 | $829K | Sell |
9,631
-164
| -2% | -$14.2K | 0.04% | 416 |
|
|
2026
Q2 | $796K | Sell |
9,795
-14,009
| -59% | -$1.11M | 0.04% | 413 |
|
|
2026
Q1 | $1.81M | Buy |
23,804
+9,617
| +68% | +$727K | 0.09% | 258 |
|
|
2025
Q4 | $992K | Sell |
14,187
-4,039
| -22% | -$282K | 0.05% | 383 |
|
|
2025
Q3 | $1.21M | Buy |
18,226
+1,082
| +6% | +$74.5K | 0.05% | 361 |
|
|
2025
Q2 | $1.21M | Buy |
17,144
+3,291
| +24% | +$234K | 0.06% | 274 |
|
|
2025
Q1 | $992K | Buy |
13,853
+2,265
| +20% | +$151K | 0.06% | 339 |
|
|
2024
Q4 | $721K | Sell |
11,588
-694
| -6% | -$45.3K | 0.04% | 383 |
|
|
2024
Q3 | $883K | Sell |
12,282
-473
| -4% | -$32.4K | 0.06% | 325 |
|
|
2024
Q2 | $812K | Buy |
12,755
+567
| +5% | +$35.1K | 0.05% | 327 |
|
|
2024
Q1 | $746K | Sell |
12,188
-1,673
| -12% | -$100K | 0.05% | 325 |
|
|
2023
Q4 | $817K | Buy |
13,861
+1,288
| +10% | +$73.2K | 0.07% | 302 |
|
|
2023
Q3 | $704K | Sell |
12,573
-52,237
| -81% | -$3.13M | 0.06% | 302 |
|
|
2023
Q2 | $3.9M | Buy |
64,810
+5,911
| +10% | +$368K | 0.3% | 91 |
|
|
2023
Q1 | $3.65M | Buy |
58,899
+750
| +1% | +$45.4K | 0.31% | 88 |
|
|
2022
Q4 | $3.7M | Buy |
58,149
+290
| +0.5% | +$17.5K | 0.36% | 63 |
|
|
2022
Q3 | $3.24M | Buy |
57,859
+125
| +0.2% | +$7.77K | 0.37% | 59 |
|
|
2022
Q2 | $3.63M | Buy |
57,734
+4,588
| +9% | +$291K | 0.41% | 40 |
|
|
2022
Q1 | $3.3M | Buy |
53,146
+2,451
| +5% | +$149K | 0.33% | 62 |
|
|
2021
Q4 | $3M | Sell |
50,695
-1,439
| -3% | -$80.1K | 0.3% | 90 |
|
|
2021
Q3 | $2.74M | Sell |
52,134
-493
| -0.9% | -$27.5K | 0.3% | 88 |
|
|
2021
Q2 | $2.85M | Sell |
52,627
-7,801
| -13% | -$424K | 0.33% | 76 |
|
|
2021
Q1 | $3.18M | Buy |
60,428
+48,321
| +399% | +$2.43M | 0.41% | 57 |
|
|
2020
Q4 | $664K | Sell |
12,107
-66
| -0.5% | -$3.41K | 0.11% | 217 |
|
|
2020
Q3 | $604K | Sell |
12,173
-149
| -1% | -$7.17K | 0.12% | 212 |
|
|
2020
Q2 | $557K | Buy |
12,322
+1,034
| +9% | +$47.6K | 0.13% | 189 |
|
|
2020
Q1 | $525K | Buy |
11,288
+2,676
| +31% | +$145K | 0.14% | 172 |
|
|
2019
Q4 | $468K | Sell |
8,612
-1,462
| -15% | -$78.6K | 0.11% | 198 |
|
|
2019
Q3 | $543K | Buy |
10,074
+425
| +4% | +$22.8K | 0.15% | 170 |
|
|
2019
Q2 | $523K | Buy |
9,649
+69
| +0.7% | +$3.38K | 0.14% | 175 |
|
|
2019
Q1 | $470K | Sell |
9,580
-602
| -6% | -$28.2K | 0.14% | 184 |
|
|
2018
Q4 | $505K | Buy |
+10,182
| New | +$487K | 0.16% | 169 |
|
Other funds holding KO
PFG Advisors's KO Position: Q3 2026 in Review
PFG Advisors reduced its Coca-Cola (KO) stake by 1.7% in Q3 2026, selling an estimated $14.2K and leaving 9,631 shares worth $829K. The position accounts for 0.04% of the portfolio, ranked #416.
PFG Advisors first reported a position in KO in Q4 2018 and has held it in 32 quarters since. The position peaked at $3.9M in Q2 2023. 1,732 funds tracked by Wall St. Rank hold KO as of Q3 2026.
- PFG Advisors held 9,631 shares of Coca-Cola worth $829K as of Q3 2026.
- PFG Advisors sold 164 Coca-Cola shares in Q3 2026, an estimated $14.2K.
- Coca-Cola made up 0.04% of PFG Advisors's portfolio in Q3 2026, its #416 holding.
- PFG Advisors first reported a position in Coca-Cola in Q4 2018 and has held it in 32 quarters since.
- PFG Advisors's Coca-Cola position peaked at $3.9M in Q2 2023.
- 1,732 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.
Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.