Pinnacle West Asset Management’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 | $797K | Sell |
11,265
-50
| -0.4% | -$3.54K | 0.55% | 52 |
|
|
2025
Q1 | $810K | Buy |
11,315
+130
| +1% | +$9.31K | 0.59% | 52 |
|
|
2024
Q4 | $696K | Buy |
11,185
+50
| +0.4% | +$3.11K | 0.5% | 58 |
|
|
2024
Q3 | $800K | Buy |
11,135
+175
| +2% | +$12.6K | 0.57% | 52 |
|
|
2024
Q2 | $698K | Buy |
10,960
+170
| +2% | +$10.8K | 0.54% | 54 |
|
|
2024
Q1 | $660K | Buy |
10,790
+300
| +3% | +$18.4K | 0.52% | 60 |
|
|
2023
Q4 | $618K | Buy |
10,490
+350
| +3% | +$20.6K | 0.53% | 59 |
|
|
2023
Q3 | $568K | Buy |
10,140
+415
| +4% | +$23.2K | 0.56% | 58 |
|
|
2023
Q2 | $586K | Sell |
9,725
-50
| -0.5% | -$3.01K | 0.57% | 59 |
|
|
2023
Q1 | $606K | Buy |
+9,775
| New | +$606K | 0.63% | 56 |
|