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Planning Capital Management Corporation’s Coca-Cola KO Stock Holding History

Planning Capital Management Corporation’s Portfolio KO Stock Details KO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$4.72M Sell
65,749
-2,218
-3% -$159K 3.13% 8
2024
Q2 		$4.33M Buy
67,967
+2,929
+5% +$186K 3.05% 7
2024
Q1 		$3.98M Buy
65,038
+868
+1% +$53.1K 2.91% 8
2023
Q4 		$3.78M Buy
+64,170
New +$3.78M 2.96% 9