Mitchell & Pahl Private Wealth
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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
Q3 		$1.28M Sell
14,863
-78
-0.5% -$6.76K 0.46% 71
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% -$8.98K 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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Mitchell & Pahl Private Wealth's KO Position: Q3 2026 in Review

Mitchell & Pahl Private Wealth reduced its Coca-Cola (KO) stake by 0.52% in Q3 2026, selling an estimated $6.76K and leaving 14,863 shares worth $1.28M. The position accounts for 0.46% of the portfolio, ranked #71.

Mitchell & Pahl Private Wealth first reported a position in KO in Q4 2020 and has held it in 24 quarters since. 3,288 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Mitchell & Pahl Private Wealth held 14,863 shares of Coca-Cola worth $1.28M as of Q3 2026.
  • Mitchell & Pahl Private Wealth sold 78 Coca-Cola shares in Q3 2026, an estimated $6.76K.
  • Coca-Cola made up 0.46% of Mitchell & Pahl Private Wealth's portfolio in Q3 2026, its #71 holding.
  • Mitchell & Pahl Private Wealth first reported a position in Coca-Cola in Q4 2020 and has held it in 24 quarters since.
  • 3,288 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.