Pinnacle Wealth Management Advisory Group’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 | $4.44M | Sell |
62,819
-35
| -0.1% | -$2.48K | 0.37% | 58 |
|
|
2025
Q1 | $4.5M | Buy |
62,854
+1,737
| +3% | +$124K | 0.42% | 57 |
|
|
2024
Q4 | $3.81M | Sell |
61,117
-413
| -0.7% | -$25.7K | 0.36% | 62 |
|
|
2024
Q3 | $4.42M | Sell |
61,530
-782
| -1% | -$56.2K | 0.42% | 58 |
|
|
2024
Q2 | $3.97M | Buy |
62,312
+2,189
| +4% | +$139K | 0.41% | 58 |
|
|
2024
Q1 | $3.68M | Buy |
60,123
+994
| +2% | +$60.8K | 0.39% | 61 |
|
|
2023
Q4 | $3.48M | Sell |
59,129
-305
| -0.5% | -$18K | 0.41% | 59 |
|
|
2023
Q3 | $3.33M | Sell |
59,434
-3,237
| -5% | -$181K | 0.43% | 60 |
|
|
2023
Q2 | $3.77M | Buy |
62,671
+1,545
| +3% | +$93K | 0.47% | 55 |
|
|
2023
Q1 | $3.79M | Sell |
61,126
-2,494
| -4% | -$155K | 0.51% | 51 |
|
|
2022
Q4 | $4.05M | Sell |
63,620
-272
| -0.4% | -$17.3K | 0.61% | 43 |
|
|
2022
Q3 | $3.58M | Buy |
63,892
+4,801
| +8% | +$269K | 0.6% | 45 |
|
|
2022
Q2 | $3.72M | Buy |
59,091
+1,633
| +3% | +$103K | 0.6% | 47 |
|
|
2022
Q1 | $3.56M | Buy |
57,458
+4,772
| +9% | +$296K | 0.51% | 54 |
|
|
2021
Q4 | $3.12M | Buy |
52,686
+42,157
| +400% | +$2.5M | 0.51% | 53 |
|
|
2021
Q3 | $552K | Sell |
10,529
-196
| -2% | -$10.3K | 0.13% | 138 |
|
|
2021
Q2 | $580K | Hold |
10,725
| – | – | 0.14% | 135 |
|
|
2021
Q1 | $565K | Sell |
10,725
-211
| -2% | -$11.1K | 0.16% | 115 |
|
|
2020
Q4 | $600K | Buy |
10,936
+457
| +4% | +$25.1K | 0.18% | 104 |
|
|
2020
Q3 | $517K | Buy |
10,479
+650
| +7% | +$32.1K | 0.18% | 109 |
|
|
2020
Q2 | $439K | Buy |
9,829
+1,520
| +18% | +$67.9K | 0.16% | 114 |
|
|
2020
Q1 | $368K | Sell |
8,309
-47
| -0.6% | -$2.08K | 0.18% | 105 |
|
|
2019
Q4 | $463K | Buy |
8,356
+798
| +11% | +$44.2K | 0.17% | 113 |
|
|
2019
Q3 | $411K | Sell |
7,558
-997
| -12% | -$54.2K | 0.17% | 114 |
|
|
2019
Q2 | $436K | Buy |
8,555
+161
| +2% | +$8.21K | 0.19% | 117 |
|
|
2019
Q1 | $393K | Hold |
8,394
| – | – | 0.18% | 119 |
|
|
2018
Q4 | $397K | Buy |
8,394
+252
| +3% | +$11.9K | 0.22% | 111 |
|
|
2018
Q3 | $376K | Buy |
8,142
+1,439
| +21% | +$66.5K | 0.19% | 109 |
|
|
2018
Q2 | $294K | Buy |
6,703
+141
| +2% | +$6.18K | 0.16% | 115 |
|
|
2018
Q1 | $285K | Hold |
6,562
| – | – | 0.16% | 112 |
|
|
2017
Q4 | $301K | Buy |
6,562
+1
| +0% | +$46 | 0.17% | 113 |
|
|
2017
Q3 | $295K | Buy |
6,561
+140
| +2% | +$6.3K | 0.17% | 118 |
|
|
2017
Q2 | $288K | Buy |
6,421
+400
| +7% | +$17.9K | 0.18% | 116 |
|
|
2017
Q1 | $256K | Hold |
6,021
| – | – | 0.18% | 115 |
|
|
2016
Q4 | $250K | Hold |
6,021
| – | – | 0.18% | 109 |
|
|
2016
Q3 | $255K | Hold |
6,021
| – | – | 0.19% | 106 |
|
|
2016
Q2 | $273K | Hold |
6,021
| – | – | 0.22% | 96 |
|
|
2016
Q1 | $279K | Buy |
6,021
+156
| +3% | +$7.23K | 0.25% | 88 |
|
|
2015
Q4 | $252K | Hold |
5,865
| – | – | 0.23% | 92 |
|
|
2015
Q3 | $235K | Sell |
5,865
-2,463
| -30% | -$98.7K | 0.23% | 87 |
|
|
2015
Q2 | $327K | Sell |
8,328
-580
| -7% | -$22.8K | 0.3% | 78 |
|
|
2015
Q1 | $361K | Hold |
8,908
| – | – | 0.32% | 81 |
|
|
2014
Q4 | $376K | Buy |
+8,908
| New | +$376K | 0.35% | 72 |
|