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Pennington Partners & Co’s Coca-Cola KO Stock Holding History

Pennington Partners & Co’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 		$409K Buy
5,341
+495
+10% +$37.4K 0.14% 82
2025
Q4 		$339K Buy
4,846
+32
+0.7% +$2.23K 0.14% 74
2025
Q3 		$322K Buy
4,814
+1,012
+27% +$69.7K 0.15% 71
2025
Q2 		$271K Sell
3,802
-88
-2% -$6.27K 0.15% 66
2025
Q1 		$281K Sell
3,890
-1,875
-33% -$125K 0.16% 59
2024
Q4 		$359K Buy
+5,765
New +$376K 0.18% 60

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

Pennington Partners & Co's KO Position: Q1 2026 in Review

Pennington Partners & Co increased its Coca-Cola (KO) stake by 10% in Q1 2026, buying an estimated $37.4K and bringing the position to 5,341 shares worth $409K. The position accounts for 0.14% of the portfolio, ranked #82.

Pennington Partners & Co first reported a position in KO in Q4 2024 and has held it in 6 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Pennington Partners & Co held 5,341 shares of Coca-Cola worth $409K as of Q1 2026.
  • Pennington Partners & Co bought 495 Coca-Cola shares in Q1 2026, an estimated $37.4K.
  • Coca-Cola made up 0.14% of Pennington Partners & Co's portfolio in Q1 2026, its #82 holding.
  • Pennington Partners & Co first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Pennington Partners & Co's 13F filing for Q1 2026, filed 14 May 2026.