Private Capital Advisors’s Coca-Cola KO Stock Holding History

Private Capital Advisors’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	$1.27M	Hold	18,000	–	–	0.16%	38
2025 Q1	$1.29M	Hold	18,000	–	–	0.15%	38
2024 Q4	$1.12M	Hold	18,000	–	–	0.13%	40
2024 Q3	$1.29M	Hold	18,000	–	–	0.14%	42
2024 Q2	$1.15M	Sell	18,000 -10	-0.1%	-$637	0.13%	44
2024 Q1	$1.1M	Hold	18,010	–	–	0.14%	45
2023 Q4	$1.06M	Hold	18,010	–	–	0.16%	42
2023 Q3	$1.02M	Hold	18,010	–	–	0.16%	45
2023 Q2	$1.09M	Hold	18,010	–	–	0.18%	44
2023 Q1	$1.12M	Hold	18,010	–	–	0.21%	39
2022 Q4	$1.15M	Hold	18,010	–	–	0.2%	36
2022 Q3	$1.01M	Hold	18,010	–	–	0.17%	40
2022 Q2	$1.13M	Hold	18,010	–	–	0.19%	42
2022 Q1	$1.12M	Hold	18,010	–	–	0.16%	56
2021 Q4	$1.07M	Hold	18,010	–	–	0.17%	47
2021 Q3	$945K	Hold	18,010	–	–	0.16%	52
2021 Q2	$975K	Hold	18,010	–	–	0.16%	51
2021 Q1	$949K	Hold	18,010	–	–	0.18%	55
2020 Q4	$988K	Buy	18,010 +10	+0.1%	+$549	0.2%	49
2020 Q3	$889K	Hold	18,000	–	–	0.21%	50
2020 Q2	$804K	Hold	18,000	–	–	0.21%	46
2020 Q1	$796K	Hold	18,000	–	–	0.25%	43
2019 Q4	$996K	Hold	18,000	–	–	0.24%	48
2019 Q3	$980K	Hold	18,000	–	–	0.27%	49
2019 Q2	$917K	Hold	18,000	–	–	0.26%	54
2019 Q1	$843K	Hold	18,000	–	–	0.26%	52
2018 Q4	$852K	Hold	18,000	–	–	0.31%	50
2018 Q3	$831K	Hold	18,000	–	–	0.23%	61
2018 Q2	$789K	Hold	18,000	–	–	0.25%	56
2018 Q1	$782K	Hold	18,000	–	–	0.26%	60
2017 Q4	$826K	Hold	18,000	–	–	0.29%	57
2017 Q3	$810K	Hold	18,000	–	–	0.28%	60
2017 Q2	$807K	Hold	18,000	–	–	0.26%	73
2017 Q1	$764K	Hold	18,000	–	–	0.25%	73
2016 Q4	$746K	Hold	18,000	–	–	0.26%	72
2016 Q3	$762K	Hold	18,000	–	–	0.27%	68
2016 Q2	$816K	Hold	18,000	–	–	0.31%	61
2016 Q1	$835K	Hold	18,000	–	–	0.37%	61
2015 Q4	$773K	Hold	18,000	–	–	0.33%	64
2015 Q3	$722K	Hold	18,000	–	–	0.3%	72
2015 Q2	$706K	Hold	18,000	–	–	0.23%	87
2015 Q1	$730K	Hold	18,000	–	–	0.27%	72
2014 Q4	$760K	Sell	18,000 -49,818	-73%	-$2.1M	0.29%	72
2014 Q3	$2.89M	Sell	67,818 -1,550	-2%	-$66.1K	0.94%	50
2014 Q2	$2.94M	Sell	69,368 -9,263	-12%	-$392K	0.95%	51
2014 Q1	$3.04M	Sell	78,631 -1,200	-2%	-$46.4K	1.16%	39
2013 Q4	$3.3M	Sell	79,831 -525	-0.7%	-$21.7K	1.13%	46
2013 Q3	$3.04M	Sell	80,356 -600	-0.7%	-$22.7K	1.11%	44
2013 Q2	$3.25M	Buy	+80,956	New	+$3.25M	1.21%	41