Pinnacle Holdings’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
$693K Buy
9,790
+541
+6% +$38.3K 0.25% 121
2025
Q1
$662K Sell
9,249
-1,144
-11% -$81.9K 0.25% 124
2024
Q4
$647K Sell
10,393
-190
-2% -$11.8K 0.24% 126
2024
Q3
$760K Sell
10,583
-63
-0.6% -$4.53K 0.3% 110
2024
Q2
$678K Buy
10,646
+23
+0.2% +$1.46K 0.28% 115
2024
Q1
$650K Sell
10,623
-785
-7% -$48K 0.26% 117
2023
Q4
$672K Buy
11,408
+111
+1% +$6.54K 0.28% 113
2023
Q3
$632K Sell
11,297
-1,010
-8% -$56.5K 0.3% 107
2023
Q2
$741K Sell
12,307
-71
-0.6% -$4.28K 0.33% 102
2023
Q1
$768K Buy
12,378
+132
+1% +$8.19K 0.36% 99
2022
Q4
$779K Sell
12,246
-1,618
-12% -$103K 0.35% 99
2022
Q3
$777K Buy
13,864
+128
+0.9% +$7.17K 0.36% 98
2022
Q2
$864K Buy
13,736
+141
+1% +$8.87K 0.4% 92
2022
Q1
$843K Buy
13,595
+1,248
+10% +$77.4K 0.33% 100
2021
Q4
$731K Buy
12,347
+28
+0.2% +$1.66K 0.31% 105
2021
Q3
$646K Sell
12,319
-279
-2% -$14.6K 0.28% 112
2021
Q2
$682K Sell
12,598
-108
-0.8% -$5.84K 0.31% 103
2021
Q1
$670K Sell
12,706
-28
-0.2% -$1.48K 0.31% 111
2020
Q4
$698K Sell
12,734
-275
-2% -$15.1K 0.37% 103
2020
Q3
$642K Sell
13,009
-8,316
-39% -$411K 0.37% 95
2020
Q2
$953K Buy
21,325
+217
+1% +$9.7K 0.45% 75
2020
Q1
$934K Buy
21,108
+1,290
+7% +$57.1K 0.54% 57
2019
Q4
$1.1M Sell
19,818
-6
-0% -$332 0.41% 92
2019
Q3
$1.08M Sell
19,824
-82
-0.4% -$4.46K 0.41% 90
2019
Q2
$1.01M Sell
19,906
-177
-0.9% -$9.01K 0.38% 95
2019
Q1
$941K Sell
20,083
-51
-0.3% -$2.39K 0.35% 104
2018
Q4
$953K Sell
20,134
-121
-0.6% -$5.73K 0.39% 98
2018
Q3
$936K Sell
20,255
-60
-0.3% -$2.77K 0.32% 112
2018
Q2
$891K Sell
20,315
-563
-3% -$24.7K 0.31% 114
2018
Q1
$907K Buy
20,878
+3,000
+17% +$130K 0.34% 107
2017
Q4
$820K Buy
17,878
+42
+0.2% +$1.93K 0.3% 117
2017
Q3
$803K Buy
17,836
+1,145
+7% +$51.5K 0.3% 119
2017
Q2
$749K Buy
16,691
+1,585
+10% +$71.1K 0.29% 116
2017
Q1
$641K Buy
15,106
+33
+0.2% +$1.4K 0.25% 124
2016
Q4
$625K Sell
15,073
-969
-6% -$40.2K 0.24% 129
2016
Q3
$679K Sell
16,042
-384
-2% -$16.3K 0.27% 121
2016
Q2
$745K Sell
16,426
-42
-0.3% -$1.9K 0.32% 115
2016
Q1
$764K Sell
16,468
-69
-0.4% -$3.2K 0.37% 103
2015
Q4
$710K Sell
16,537
-321
-2% -$13.8K 0.33% 103
2015
Q3
$676K Buy
16,858
+135
+0.8% +$5.42K 0.29% 108
2015
Q2
$656K Sell
16,723
-196
-1% -$7.69K 0.24% 113
2015
Q1
$686K Sell
16,919
-612
-3% -$24.8K 0.25% 108
2014
Q4
$740K Sell
17,531
-567
-3% -$23.9K 0.24% 109
2014
Q3
$772K Buy
18,098
+2,137
+13% +$91.2K 0.2% 112
2014
Q2
$676K Sell
15,961
-331
-2% -$14K 0.17% 118
2014
Q1
$630K Buy
16,292
+704
+5% +$27.2K 0.17% 114
2013
Q4
$644K Sell
15,588
-1,915
-11% -$79.1K 0.19% 106
2013
Q3
$663K Sell
17,503
-778
-4% -$29.5K 0.21% 103
2013
Q2
$733K Buy
+18,281
New +$733K 0.23% 98