PGAM
Princeton Global Asset Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.15M | Sell |
58,659
-2,713
| -4% | -$192K | 0.75% | 34 |
|
|
2025
Q1 | $4.4M | Sell |
61,372
-17
| -0% | -$1.22K | 0.87% | 32 |
|
|
2024
Q4 | $3.82M | Buy |
61,389
+314
| +0.5% | +$19.6K | 0.71% | 41 |
|
|
2024
Q3 | $4.39M | Buy |
61,075
+1,678
| +3% | +$121K | 0.85% | 31 |
|
|
2024
Q2 | $3.78M | Buy |
59,397
+1,317
| +2% | +$83.8K | 0.83% | 33 |
|
|
2024
Q1 | $3.55M | Sell |
58,080
-549
| -0.9% | -$33.6K | 0.85% | 37 |
|
|
2023
Q4 | $3.46M | Sell |
58,629
-453
| -0.8% | -$26.7K | 0.87% | 35 |
|
|
2023
Q3 | $3.31M | Buy |
59,082
+2,312
| +4% | +$129K | 0.94% | 31 |
|
|
2023
Q2 | $3.42M | Sell |
56,770
-1,513
| -3% | -$91.1K | 1% | 29 |
|
|
2023
Q1 | $3.62M | Buy |
58,283
+2,252
| +4% | +$140K | 1.04% | 30 |
|
|
2022
Q4 | $3.56M | Buy |
+56,031
| New | +$3.56M | 1.15% | 26 |
|
|
2020
Q3 | – | Sell |
-2,469
| Closed | -$110K | – | 492 |
|
|
2020
Q2 | $110K | Hold |
2,469
| – | – | 0.03% | 203 |
|
|
2020
Q1 | $109K | Hold |
2,469
| – | – | 0.05% | 183 |
|
|
2019
Q4 | $137 | Buy |
+2,469
| New | +$137 | 0.06% | 171 |
|