Pinnacle Wealth Planning Services’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.64M | Buy |
21,618
+127
| +0.6% | +$9.6K | 0.17% | 72 |
|
|
2025
Q4 | $1.5M | Sell |
21,491
-838
| -4% | -$58.4K | 0.16% | 74 |
|
|
2025
Q3 | $1.48M | Buy |
22,329
+1,781
| +9% | +$123K | 0.17% | 75 |
|
|
2025
Q2 | $1.45M | Buy |
20,548
+3,592
| +21% | +$256K | 0.19% | 64 |
|
|
2025
Q1 | $1.21M | Buy |
16,956
+830
| +5% | +$55.4K | 0.18% | 67 |
|
|
2024
Q4 | $1M | Sell |
16,126
-3,084
| -16% | -$201K | 0.15% | 81 |
|
|
2024
Q3 | $1.38M | Sell |
19,210
-291
| -1% | -$19.9K | 0.19% | 70 |
|
|
2024
Q2 | $1.24M | Sell |
19,501
-272
| -1% | -$16.8K | 0.18% | 80 |
|
|
2024
Q1 | $1.21M | Sell |
19,773
-476
| -2% | -$28.6K | 0.18% | 85 |
|
|
2023
Q4 | $1.19M | Sell |
20,249
-2,966
| -13% | -$168K | 0.19% | 81 |
|
|
2023
Q3 | $1.3M | Sell |
23,215
-89
| -0.4% | -$5.34K | 0.21% | 67 |
|
|
2023
Q2 | $1.4M | Sell |
23,304
-893
| -4% | -$55.6K | 0.23% | 64 |
|
|
2023
Q1 | $1.5M | Buy |
24,197
+2,895
| +14% | +$175K | 0.25% | 60 |
|
|
2022
Q4 | $1.35M | Sell |
21,302
-5,769
| -21% | -$348K | 0.24% | 64 |
|
|
2022
Q3 | $1.52M | Buy |
27,071
+8
| +0% | +$497 | 0.28% | 59 |
|
|
2022
Q2 | $1.7M | Buy |
27,063
+1,937
| +8% | +$123K | 0.31% | 56 |
|
|
2022
Q1 | $1.56M | Buy |
25,126
+4,341
| +21% | +$264K | 0.28% | 62 |
|
|
2021
Q4 | $1.23M | Buy |
20,785
+294
| +1% | +$16.4K | 0.24% | 73 |
|
|
2021
Q3 | $1.07M | Buy |
20,491
+311
| +2% | +$17.3K | 0.24% | 71 |
|
|
2021
Q2 | $1.09M | Sell |
20,180
-28
| -0.1% | -$1.52K | 0.25% | 69 |
|
|
2021
Q1 | $1.06M | Buy |
20,208
+2,969
| +17% | +$149K | 0.27% | 66 |
|
|
2020
Q4 | $946K | Buy |
17,239
+635
| +4% | +$32.8K | 0.23% | 64 |
|
|
2020
Q3 | $819K | Sell |
16,604
-4,882
| -23% | -$235K | 0.27% | 69 |
|
|
2020
Q2 | $960K | Buy |
21,486
+3,599
| +20% | +$166K | 0.31% | 60 |
|
|
2020
Q1 | $791K | Buy |
17,887
+1,922
| +12% | +$104K | 0.38% | 57 |
|
|
2019
Q4 | $883K | Buy |
15,965
+1,839
| +13% | +$98.9K | 0.42% | 55 |
|
|
2019
Q3 | $769K | Buy |
14,126
+623
| +5% | +$33.4K | 0.42% | 49 |
|
|
2019
Q2 | $687K | Buy |
13,503
+1,688
| +14% | +$82.7K | 0.41% | 46 |
|
|
2019
Q1 | $554K | Sell |
11,815
-3,576
| -23% | -$167K | 0.37% | 50 |
|
|
2018
Q4 | $729K | Buy |
15,391
+1,441
| +10% | +$69K | 0.47% | 43 |
|
|
2018
Q3 | $644K | Buy |
13,950
+887
| +7% | +$40.5K | 0.59% | 50 |
|
|
2018
Q2 | $574K | Buy |
13,063
+1,172
| +10% | +$50.6K | 0.56% | 56 |
|
|
2018
Q1 | $516K | Buy |
11,891
+9,880
| +491% | +$444K | 0.53% | 58 |
|
|
2017
Q4 | $92K | Buy |
+2,011
| New | +$92.4K | 0.19% | 91 |
|
Other funds holding KO
VCM
VPM
Pinnacle Wealth Planning Services's KO Position: Q1 2026 in Review
Pinnacle Wealth Planning Services increased its Coca-Cola (KO) stake by 0.59% in Q1 2026, buying an estimated $9.6K and bringing the position to 21,618 shares worth $1.64M. The position accounts for 0.17% of the portfolio, ranked #72.
Pinnacle Wealth Planning Services first reported a position in KO in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.7M in Q2 2022. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Pinnacle Wealth Planning Services held 21,618 shares of Coca-Cola worth $1.64M as of Q1 2026.
- Pinnacle Wealth Planning Services bought 127 Coca-Cola shares in Q1 2026, an estimated $9.6K.
- Coca-Cola made up 0.17% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #72 holding.
- Pinnacle Wealth Planning Services first reported a position in Coca-Cola in Q4 2017 and has held it in 34 quarters since.
- Pinnacle Wealth Planning Services's Coca-Cola position peaked at $1.7M in Q2 2022.
- 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.