Pinnacle Wealth Management Group’s Coca-Cola KO Stock Holding History

Pinnacle Wealth Management 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
2022 Q4	–	Sell	-4,363	Closed	-$244K	–	105
2022 Q3	$244K	Hold	4,363	–	–	0.22%	90
2022 Q2	$274K	Hold	4,363	–	–	0.23%	90
2022 Q1	$271K	Hold	4,363	–	–	0.2%	100
2021 Q4	$258K	Sell	4,363 -72	-2%	-$4.01K	0.19%	102
2021 Q3	$233K	Sell	4,435 -11	-0.2%	-$613	0.18%	110
2021 Q2	$241K	Buy	+4,446	New	+$242K	0.18%	111

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

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Pinnacle Wealth Management Group's KO Position: Q4 2022 in Review

Pinnacle Wealth Management Group sold out of Coca-Cola (KO) in Q4 2022, closing a stake of 4,363 shares — an estimated $244K sold.

Pinnacle Wealth Management Group first reported a position in KO in Q2 2021 and held it in 6 quarters. The position peaked at $274K in Q2 2022. 2,878 funds tracked by Wall St. Rank hold KO as of Q4 2022.

Pinnacle Wealth Management Group reported no remaining Coca-Cola position as of Q4 2022 after selling out during the quarter.
Pinnacle Wealth Management Group sold 4,363 Coca-Cola shares in Q4 2022, an estimated $244K.
Pinnacle Wealth Management Group first reported a position in Coca-Cola in Q2 2021 and held it in 6 quarters.
Pinnacle Wealth Management Group's Coca-Cola position peaked at $274K in Q2 2022.
2,878 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2022.

Based on Pinnacle Wealth Management Group's 13F filing for Q4 2022, filed 9 Jan 2023.