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

PCG 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	$342K	Sell	4,465 -50	-1%	-$3.78K	0.27%	62
2025 Q4	$320K	Sell	4,515 -25	-0.6%	-$1.74K	0.26%	63
2025 Q3	$301K	Sell	4,540 -150	-3%	-$10.3K	0.24%	63
2025 Q2	$332K	Sell	4,690 -100	-2%	-$7.12K	0.29%	62
2025 Q1	$343K	Sell	4,790 -100	-2%	-$6.68K	0.32%	58
2024 Q4	$304K	Buy	+4,890	New	+$319K	0.27%	64

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

PCG Asset Management reduced its Coca-Cola (KO) stake by 1.1% in Q1 2026, selling an estimated $3.78K and leaving 4,465 shares worth $342K. The position accounts for 0.27% of the portfolio, ranked #62.

PCG Asset Management first reported a position in KO in Q4 2024 and has held it in 6 quarters since. The position peaked at $343K in Q1 2025. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

PCG Asset Management held 4,465 shares of Coca-Cola worth $342K as of Q1 2026.
PCG Asset Management sold 50 Coca-Cola shares in Q1 2026, an estimated $3.78K.
Coca-Cola made up 0.27% of PCG Asset Management's portfolio in Q1 2026, its #62 holding.
PCG Asset Management first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
PCG Asset Management's Coca-Cola position peaked at $343K in Q1 2025.
3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on PCG Asset Management's 13F filing for Q1 2026, filed 12 May 2026.