Pinnacle Advisory Group’s Coca-Cola KO Stock Holding History

Pinnacle Advisory Group’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-4,209	Closed	-$231K	–	254
2020 Q4	$231K	Buy	4,209 +17	+0.4%	+$879	0.01%	174
2020 Q3	$207K	Buy	+4,192	New	+$202K	0.01%	168
2018 Q2	–	Sell	-5,471	Closed	-$238K	–	168
2018 Q1	$238K	Buy	5,471 +227	+4%	+$10.2K	0.01%	172
2017 Q4	$241K	Sell	5,244 -937	-15%	-$43.1K	0.01%	185
2017 Q3	$278K	Sell	6,181 -446	-7%	-$20.3K	0.02%	164
2017 Q2	$297K	Buy	6,627 +43	+0.7%	+$1.9K	0.02%	160
2017 Q1	$279K	Buy	6,584 +1,355	+26%	+$56.5K	0.02%	163
2016 Q4	$217K	Buy	5,229 +1	+0%	+$42	0.01%	179
2016 Q3	$218K	Buy	+5,228	New	+$229K	0.02%	120
2016 Q2	–	Sell	-6,118	Closed	-$283K	–	139
2016 Q1	$283K	Buy	+6,118	New	+$266K	0.03%	88
2015 Q3	–	Sell	-24,183	Closed	-$948K	–	114
2015 Q2	$948K	Sell	24,183 -101	-0.4%	-$4.11K	0.09%	38
2015 Q1	$984K	Sell	24,284 -1,499	-6%	-$62.7K	0.09%	51
2014 Q4	$1.09M	Sell	25,783 -11	-0%	-$470	0.1%	53
2014 Q3	$1.1M	Sell	25,794 -405	-2%	-$16.7K	0.14%	37
2014 Q2	$1.11M	Buy	26,199 +20,877	+392%	+$847K	0.13%	39
2014 Q1	$206K	Buy	+5,322	New	+$206K	0.02%	99

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pinnacle Advisory Group's KO Position: Q1 2021 in Review

Pinnacle Advisory Group sold out of Coca-Cola (KO) in Q1 2021, closing a stake of 4,209 shares — an estimated $231K sold.

Pinnacle Advisory Group first reported a position in KO in Q1 2014 and held it in 16 quarters. The position peaked at $1.11M in Q2 2014. 2,486 funds tracked by Wall St. Rank hold KO as of Q1 2021.

Pinnacle Advisory Group reported no remaining Coca-Cola position as of Q1 2021 after selling out during the quarter.
Pinnacle Advisory Group sold 4,209 Coca-Cola shares in Q1 2021, an estimated $231K.
Pinnacle Advisory Group first reported a position in Coca-Cola in Q1 2014 and held it in 16 quarters.
Pinnacle Advisory Group's Coca-Cola position peaked at $1.11M in Q2 2014.
2,486 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.