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Mitchell & Pahl Private Wealth’s Coca-Cola KO Stock Holding History

Mitchell & Pahl Private Wealth’s Portfolio KO Stock Details KO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.21M Sell
14,941
-170
-1% -$13.4K 0.45% 77
2026
Q1 		$1.15M Sell
15,111
-111
-0.7% -$8.39K 0.47% 78
2025
Q4 		$1.06M Sell
15,222
-209
-1% -$14.6K 0.44% 82
2025
Q3 		$1.02M Sell
15,431
-112
-0.7% -$7.71K 0.43% 84
2025
Q2 		$1.1M Sell
15,543
-126
-0.8% -$8.97K 0.49% 73
2025
Q1 		$1.12M Sell
15,669
-132
-0.8% -$8.82K 0.52% 69
2024
Q4 		$984K Sell
15,801
-621
-4% -$40.5K 0.46% 78
2024
Q3 		$1.18M Buy
16,422
+1,618
+11% +$111K 0.55% 65
2024
Q2 		$942K Sell
14,804
-20
-0.1% -$1.24K 0.5% 78
2024
Q1 		$907K Sell
14,824
-1,166
-7% -$70K 0.48% 76
2023
Q4 		$942K Sell
15,990
-343
-2% -$19.5K 0.54% 70
2023
Q3 		$914K Sell
16,333
-539
-3% -$32.3K 0.54% 62
2023
Q2 		$1.02M Sell
16,872
-638
-4% -$39.7K 0.61% 53
2023
Q1 		$1.09M Sell
17,510
-431
-2% -$26.1K 0.68% 52
2022
Q4 		$1.14M Sell
17,941
-427
-2% -$25.8K 0.75% 48
2022
Q3 		$1.03M Sell
18,368
-1,212
-6% -$75.3K 0.76% 46
2022
Q2 		$1.23M Sell
19,580
-1,054
-5% -$66.8K 0.86% 40
2022
Q1 		$1.28M Sell
20,634
-974
-5% -$59.2K 0.81% 41
2021
Q4 		$1.28M Sell
21,608
-233
-1% -$13K 0.82% 40
2021
Q3 		$1.15M Sell
21,841
-131
-0.6% -$7.3K 0.83% 40
2021
Q2 		$1.19M Sell
21,972
-193
-0.9% -$10.5K 0.85% 39
2021
Q1 		$1.17M Sell
22,165
-520
-2% -$26.2K 0.91% 37
2020
Q4 		$1.24M Buy
+22,685
New +$1.17M 1.05% 30

Other funds holding KO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Mitchell & Pahl Private Wealth's KO Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth reduced its Coca-Cola (KO) stake by 1.1% in Q2 2026, selling an estimated $13.4K and leaving 14,941 shares worth $1.21M. The position accounts for 0.45% of the portfolio, ranked #77.

Mitchell & Pahl Private Wealth first reported a position in KO in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.28M in Q1 2022. 761 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Mitchell & Pahl Private Wealth held 14,941 shares of Coca-Cola worth $1.21M as of Q2 2026.
  • Mitchell & Pahl Private Wealth sold 170 Coca-Cola shares in Q2 2026, an estimated $13.4K.
  • Coca-Cola made up 0.45% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #77 holding.
  • Mitchell & Pahl Private Wealth first reported a position in Coca-Cola in Q4 2020 and has held it in 23 quarters since.
  • Mitchell & Pahl Private Wealth's Coca-Cola position peaked at $1.28M in Q1 2022.
  • 761 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.