Pinnacle Wealth Planning Services’s Coca-Cola KO Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.45M	Buy	20,548 +3,592	+21%	+$254K	0.19%	64
2025 Q1	$1.21M	Buy	16,956 +830	+5%	+$59.4K	0.18%	67
2024 Q4	$1M	Sell	16,126 -3,084	-16%	-$192K	0.15%	81
2024 Q3	$1.38M	Sell	19,210 -291	-1%	-$20.9K	0.19%	70
2024 Q2	$1.24M	Sell	19,501 -272	-1%	-$17.3K	0.18%	80
2024 Q1	$1.21M	Sell	19,773 -476	-2%	-$29.1K	0.18%	85
2023 Q4	$1.19M	Sell	20,249 -2,966	-13%	-$175K	0.19%	81
2023 Q3	$1.3M	Sell	23,215 -89	-0.4%	-$4.98K	0.21%	67
2023 Q2	$1.4M	Sell	23,304 -893	-4%	-$53.8K	0.23%	64
2023 Q1	$1.5M	Buy	24,197 +2,895	+14%	+$180K	0.25%	60
2022 Q4	$1.35M	Sell	21,302 -5,769	-21%	-$367K	0.24%	64
2022 Q3	$1.52M	Buy	27,071 +8	+0%	+$448	0.28%	59
2022 Q2	$1.7M	Buy	27,063 +1,937	+8%	+$122K	0.31%	56
2022 Q1	$1.56M	Buy	25,126 +4,341	+21%	+$269K	0.28%	62
2021 Q4	$1.23M	Buy	20,785 +294	+1%	+$17.4K	0.24%	72
2021 Q3	$1.08M	Buy	20,491 +311	+2%	+$16.3K	0.24%	71
2021 Q2	$1.09M	Sell	20,180 -28	-0.1%	-$1.52K	0.25%	65
2021 Q1	$1.07M	Buy	20,208 +2,969	+17%	+$156K	0.27%	65
2020 Q4	$946K	Buy	17,239 +635	+4%	+$34.8K	0.23%	64
2020 Q3	$819K	Sell	16,604 -4,882	-23%	-$241K	0.27%	68
2020 Q2	$960K	Buy	21,486 +3,599	+20%	+$161K	0.31%	59
2020 Q1	$791K	Buy	17,887 +1,922	+12%	+$85K	0.38%	56
2019 Q4	$883K	Buy	15,965 +1,839	+13%	+$102K	0.42%	54
2019 Q3	$769K	Buy	14,126 +623	+5%	+$33.9K	0.42%	49
2019 Q2	$687K	Buy	13,503 +1,688	+14%	+$85.9K	0.41%	46
2019 Q1	$554K	Sell	11,815 -3,576	-23%	-$168K	0.37%	50
2018 Q4	$729K	Buy	15,391 +1,441	+10%	+$68.3K	0.47%	43
2018 Q3	$644K	Buy	13,950 +887	+7%	+$40.9K	0.59%	50
2018 Q2	$574K	Buy	13,063 +1,172	+10%	+$51.5K	0.56%	56
2018 Q1	$516K	Buy	11,891 +9,880	+491%	+$429K	0.53%	58
2017 Q4	$92K	Buy	+2,011	New	+$92K	0.19%	91