Pension & Wealth Management Advisors’s Coca-Cola KO Stock Holding History

Pension & Wealth Management 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	$611K	Buy	7,514 +48	+0.6%	+$3.79K	0.16%	90
2026 Q1	$568K	Hold	7,466	–	–	0.17%	89
2025 Q4	$522K	Buy	7,466 +102	+1%	+$7.11K	0.15%	90
2025 Q3	$488K	Buy	7,364 +48	+0.7%	+$3.3K	0.15%	85
2025 Q2	$518K	Buy	7,316 +1,700	+30%	+$121K	0.17%	81
2025 Q1	$402K	Hold	5,616	–	–	0.15%	96
2024 Q4	$350K	Buy	5,616 +70	+1%	+$4.57K	0.14%	103
2024 Q3	$399K	Sell	5,546 -32	-0.6%	-$2.19K	0.2%	66
2024 Q2	$355K	Buy	5,578 +39	+0.7%	+$2.41K	0.2%	68
2024 Q1	$339K	Buy	5,539 +5	+0.1%	+$300	0.22%	67
2023 Q4	$326K	Buy	5,534 +77	+1%	+$4.37K	0.21%	64
2023 Q3	$306K	Buy	5,457 +4,759	+682%	+$285K	0.22%	63
2023 Q2	$327K	Sell	698 -4,688	-87%	-$292K	0.24%	57
2023 Q1	$334K	Buy	5,386 +70	+1%	+$4.24K	0.26%	52
2022 Q4	$338K	Buy	+5,316	New	+$321K	0.29%	46

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Pension & Wealth Management Advisors's KO Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its Coca-Cola (KO) stake by 0.64% in Q2 2026, buying an estimated $3.79K and bringing the position to 7,514 shares worth $611K. The position accounts for 0.16% of the portfolio, ranked #90.

Pension & Wealth Management Advisors first reported a position in KO in Q4 2022 and has held it in 15 quarters since. 3,490 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Pension & Wealth Management Advisors held 7,514 shares of Coca-Cola worth $611K as of Q2 2026.
Pension & Wealth Management Advisors bought 48 Coca-Cola shares in Q2 2026, an estimated $3.79K.
Coca-Cola made up 0.16% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #90 holding.
Pension & Wealth Management Advisors first reported a position in Coca-Cola in Q4 2022 and has held it in 15 quarters since.
3,490 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.