PFW 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 | $32.3M | Sell |
455,909
-9,702
| -2% | -$686K | 9.92% | 1 |
|
|
2025
Q1 | $33.3M | Sell |
465,611
-228
| -0% | -$16.3K | 10.46% | 1 |
|
|
2024
Q4 | $29M | Buy |
+465,839
| New | +$29M | 8.92% | 2 |
|
|
2024
Q2 | $30.9M | Sell |
485,228
-1,421
| -0.3% | -$90.4K | 9.83% | 1 |
|
|
2024
Q1 | $29.8M | Sell |
486,649
-80
| -0% | -$4.89K | 9.1% | 2 |
|
|
2023
Q4 | $28.7M | Buy |
486,729
+978
| +0.2% | +$57.6K | 9.17% | 1 |
|
|
2023
Q3 | $27.2M | Buy |
485,751
+800
| +0.2% | +$44.8K | 9.6% | 1 |
|
|
2023
Q2 | $29.7M | Buy |
+484,951
| New | +$29.7M | 9.9% | 1 |
|
|
2019
Q3 | $33.5M | Buy |
+466,028
| New | +$33.5M | 10.13% | 1 |
|