Pinnacle Private Wealth’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$311K Buy
4,937
+345
+8% +$21.9K 0.12% 193
2022
Q1
$285K Buy
4,592
+57
+1% +$3.47K 0.09% 229
2021
Q4
$269K Buy
+4,535
New +$253K 0.08% 235

Other funds holding KO

Pinnacle Private Wealth's KO Position: Q2 2022 in Review

Pinnacle Private Wealth increased its Coca-Cola (KO) stake by 7.5% in Q2 2022, buying an estimated $21.9K and bringing the position to 4,937 shares worth $311K. The position accounts for 0.12% of the portfolio, ranked #193.

Pinnacle Private Wealth first reported a position in KO in Q4 2021 and has held it in 3 quarters since. 2,775 funds tracked by Wall St. Rank hold KO as of Q2 2022.

  • Pinnacle Private Wealth held 4,937 shares of Coca-Cola worth $311K as of Q2 2022.
  • Pinnacle Private Wealth bought 345 Coca-Cola shares in Q2 2022, an estimated $21.9K.
  • Coca-Cola made up 0.12% of Pinnacle Private Wealth's portfolio in Q2 2022, its #193 holding.
  • Pinnacle Private Wealth first reported a position in Coca-Cola in Q4 2021 and has held it in 3 quarters since.
  • 2,775 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.