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

Pallas Capital Advisors’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 		$11.1M Buy
136,451
+2,846
+2% +$225K 0.34% 53
2026
Q1 		$10.2M Sell
133,605
-7,610
-5% -$575K 0.38% 54
2025
Q4 		$9.87M Sell
141,215
-4,697
-3% -$327K 0.33% 58
2025
Q3 		$9.68M Buy
145,912
+2,795
+2% +$192K 0.36% 60
2025
Q2 		$10.1M Sell
143,117
-265
-0.2% -$18.9K 0.39% 53
2025
Q1 		$10.3M Buy
143,382
+5,891
+4% +$393K 0.43% 46
2024
Q4 		$8.56M Sell
137,491
-926
-0.7% -$60.4K 0.37% 58
2024
Q3 		$9.32M Buy
138,417
+2,458
+2% +$168K 0.4% 52
2024
Q2 		$8.86M Buy
135,959
+5,189
+4% +$321K 0.4% 47
2024
Q1 		$8M Buy
130,770
+61,519
+89% +$3.7M 0.33% 52
2023
Q4 		$4.08M Sell
69,251
-42,607
-38% -$2.42M 0.22% 95
2023
Q3 		$6.28M Buy
111,858
+16,674
+18% +$1M 0.38% 50
2023
Q2 		$5.79M Buy
95,184
+83,590
+721% +$5.2M 0.26% 55
2023
Q1 		$741K Buy
+11,594
New +$702K 0.07% 164
2022
Q3 		– Sell
-3,548
Closed -$219K – 257
2022
Q2 		$219K Buy
+3,548
New +$225K 0.03% 216
2022
Q1 		– Sell
-5,234
Closed -$316K – 264
2021
Q4 		$316K Sell
5,234
-3,321
-39% -$185K 0.04% 247
2021
Q3 		$482K Buy
8,555
+825
+11% +$46K 0.05% 232
2021
Q2 		$434K Buy
+7,730
New +$421K 0.06% 207

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pallas Capital Advisors's KO Position: Q2 2026 in Review

Pallas Capital Advisors increased its Coca-Cola (KO) stake by 2.1% in Q2 2026, buying an estimated $225K and bringing the position to 136,451 shares worth $11.1M. The position accounts for 0.34% of the portfolio, ranked #53.

Pallas Capital Advisors first reported a position in KO in Q2 2021 and has held it in 18 quarters since. 3,642 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Pallas Capital Advisors held 136,451 shares of Coca-Cola worth $11.1M as of Q2 2026.
  • Pallas Capital Advisors bought 2,846 Coca-Cola shares in Q2 2026, an estimated $225K.
  • Coca-Cola made up 0.34% of Pallas Capital Advisors's portfolio in Q2 2026, its #53 holding.
  • Pallas Capital Advisors first reported a position in Coca-Cola in Q2 2021 and has held it in 18 quarters since.
  • 3,642 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.