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Peachtree Investment Partners’s Coca-Cola KO Stock Holding History

Peachtree Investment Partners’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 		$795K Buy
10,451
+801
+8% +$60.6K 0.3% 43
2025
Q4 		$675K Sell
9,650
-1,972
-17% -$137K 0.22% 45
2025
Q3 		$771K Sell
11,622
-95
-0.8% -$6.54K 0.27% 40
2025
Q2 		$829K Buy
11,717
+28
+0.2% +$2K 0.32% 41
2025
Q1 		$837K Buy
11,689
+500
+4% +$33.4K 0.33% 35
2024
Q4 		$697K Buy
11,189
+157
+1% +$10.2K 0.26% 39
2024
Q3 		$793K Sell
11,032
-920
-8% -$63K 0.3% 36
2024
Q2 		$761K Buy
11,952
+12
+0.1% +$743 0.3% 38
2024
Q1 		$731K Sell
11,940
-276
-2% -$16.6K 0.3% 37
2023
Q4 		$720K Sell
12,216
-393
-3% -$22.3K 0.3% 37
2023
Q3 		$706K Buy
12,609
+38
+0.3% +$2.28K 0.36% 33
2023
Q2 		$757K Buy
12,571
+35
+0.3% +$2.18K 0.35% 38
2023
Q1 		$778K Sell
12,536
-57
-0.5% -$3.45K 0.49% 32
2022
Q4 		$801K Sell
12,593
-1,184
-9% -$71.5K 0.49% 36
2022
Q3 		$772K Sell
13,777
-321
-2% -$19.9K 0.52% 32
2022
Q2 		$887K Buy
14,098
+2,019
+17% +$128K 0.55% 35
2022
Q1 		$749K Buy
12,079
+74
+0.6% +$4.5K 0.34% 49
2021
Q4 		$711K Sell
12,005
-308
-3% -$17.2K 0.3% 45
2021
Q3 		$646K Buy
12,313
+111
+0.9% +$6.19K 0.32% 46
2021
Q2 		$660K Buy
12,202
+363
+3% +$19.8K 0.32% 46
2021
Q1 		$624K Sell
11,839
-600
-5% -$30.2K 0.36% 44
2020
Q4 		$682K Sell
12,439
-149
-1% -$7.7K 0.4% 38
2020
Q3 		$621K Buy
12,588
+257
+2% +$12.4K 0.43% 38
2020
Q2 		$551K Sell
12,331
-941
-7% -$43.3K 0.45% 36
2020
Q1 		$587K Sell
13,272
-250
-2% -$13.5K 0.59% 28
2019
Q4 		$748K Sell
13,522
-85
-0.6% -$4.57K 0.52% 33
2019
Q3 		$741K Sell
13,607
-154
-1% -$8.25K 0.59% 33
2019
Q2 		$701K Buy
13,761
+55
+0.4% +$2.7K 0.55% 37
2019
Q1 		$642K Sell
13,706
-150
-1% -$7.02K 0.54% 33
2018
Q4 		$656K Buy
+13,856
New +$663K 0.74% 31

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

Peachtree Investment Partners's KO Position: Q1 2026 in Review

Peachtree Investment Partners increased its Coca-Cola (KO) stake by 8.3% in Q1 2026, buying an estimated $60.6K and bringing the position to 10,451 shares worth $795K. The position accounts for 0.3% of the portfolio, ranked #43.

Peachtree Investment Partners first reported a position in KO in Q4 2018 and has held it in 30 quarters since. The position peaked at $887K in Q2 2022. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Peachtree Investment Partners held 10,451 shares of Coca-Cola worth $795K as of Q1 2026.
  • Peachtree Investment Partners bought 801 Coca-Cola shares in Q1 2026, an estimated $60.6K.
  • Coca-Cola made up 0.3% of Peachtree Investment Partners's portfolio in Q1 2026, its #43 holding.
  • Peachtree Investment Partners first reported a position in Coca-Cola in Q4 2018 and has held it in 30 quarters since.
  • Peachtree Investment Partners's Coca-Cola position peaked at $887K in Q2 2022.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Peachtree Investment Partners's 13F filing for Q1 2026, filed 8 May 2026.