Pineridge 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 | $113K | Buy |
1,594
+19
| +1% | +$1.34K | 0.04% | 71 |
|
|
2025
Q1 | $113K | Sell |
1,575
-309
| -16% | -$22.1K | 0.04% | 72 |
|
|
2024
Q4 | $117K | Sell |
1,884
-217
| -10% | -$13.5K | 0.04% | 87 |
|
|
2024
Q3 | $151K | Sell |
2,101
-164
| -7% | -$11.8K | 0.06% | 75 |
|
|
2024
Q2 | $144K | Hold |
2,265
| – | – | 0.05% | 76 |
|
|
2024
Q1 | $139K | Buy |
2,265
+175
| +8% | +$10.7K | 0.05% | 74 |
|
|
2023
Q4 | $123K | Buy |
+2,090
| New | +$123K | 0.04% | 97 |
|