PAM
KO icon

Parvin Asset Management’s Coca-Cola KO Stock Holding History

Parvin Asset Management’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
Q1 		$358K Hold
4,710
– – 0.26% 96
2025
Q4 		$329K Sell
4,710
-358
-7% -$25K 0.26% 98
2025
Q3 		$336K Buy
5,068
+173
+4% +$11.9K 0.29% 91
2025
Q2 		$346K Sell
4,895
-173
-3% -$12.3K 0.35% 82
2025
Q1 		$363K Buy
5,068
+173
+4% +$11.6K 0.4% 78
2024
Q4 		$305K Buy
+4,895
New +$320K 0.32% 86

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Parvin Asset Management's KO Position: Q1 2026 in Review

Parvin Asset Management held its Coca-Cola (KO) position steady in Q1 2026 at 4,710 shares worth $358K. The position accounts for 0.26% of the portfolio, ranked #96.

Parvin Asset Management first reported a position in KO in Q4 2024 and has held it in 6 quarters since. The position peaked at $363K in Q1 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Parvin Asset Management held 4,710 shares of Coca-Cola worth $358K as of Q1 2026.
  • Parvin Asset Management left its Coca-Cola share count unchanged in Q1 2026.
  • Coca-Cola made up 0.26% of Parvin Asset Management's portfolio in Q1 2026, its #96 holding.
  • Parvin Asset Management first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • Parvin Asset Management's Coca-Cola position peaked at $363K in Q1 2025.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Parvin Asset Management's 13F filing for Q1 2026, filed 18 May 2026.