PFG Investments’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 | $5.37M | Sell |
75,963
-2,540
| -3% | -$180K | 0.32% | 63 |
|
|
2025
Q1 | $5.62M | Sell |
78,503
-170
| -0.2% | -$12.2K | 0.36% | 52 |
|
|
2024
Q4 | $4.9M | Buy |
78,673
+8,687
| +12% | +$541K | 0.3% | 65 |
|
|
2024
Q3 | $5.03M | Buy |
69,986
+107
| +0.2% | +$7.69K | 0.32% | 58 |
|
|
2024
Q2 | $4.45M | Sell |
69,879
-1,607
| -2% | -$102K | 0.32% | 56 |
|
|
2024
Q1 | $4.37M | Buy |
71,486
+52,164
| +270% | +$3.19M | 0.26% | 79 |
|
|
2023
Q4 | $1.14M | Buy |
19,322
+1,810
| +10% | +$107K | 0.21% | 118 |
|
|
2023
Q3 | $980K | Buy |
17,512
+1,471
| +9% | +$82.3K | 0.18% | 119 |
|
|
2023
Q2 | $966K | Buy |
16,041
+677
| +4% | +$40.8K | 0.17% | 130 |
|
|
2023
Q1 | $953K | Buy |
+15,364
| New | +$953K | 0.19% | 112 |
|