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

Pinnacle Wealth Management’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
2023 Q3	–	Sell	-25,525	Closed	-$1.54M	–	49
2023 Q2	$1.54M	Buy	+25,525	New	+$1.59M	1.55%	34

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Pinnacle Wealth Management's KO Position: Q3 2023 in Review

Pinnacle Wealth Management sold out of Coca-Cola (KO) in Q3 2023, closing a stake of 25,525 shares — an estimated $1.54M sold.

Pinnacle Wealth Management first reported a position in KO in Q2 2023 and held it in 1 quarter. The position peaked at $1.54M in Q2 2023. 2,827 funds tracked by Wall St. Rank hold KO as of Q3 2023.

Pinnacle Wealth Management reported no remaining Coca-Cola position as of Q3 2023 after selling out during the quarter.
Pinnacle Wealth Management sold 25,525 Coca-Cola shares in Q3 2023, an estimated $1.54M.
Pinnacle Wealth Management first reported a position in Coca-Cola in Q2 2023 and held it in 1 quarter.
Pinnacle Wealth Management's Coca-Cola position peaked at $1.54M in Q2 2023.
2,827 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2023.

Based on Pinnacle Wealth Management's 13F filing for Q3 2023, filed 19 Oct 2023.