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Perennial Investment Advisors’s Coca-Cola KO Stock Holding History

Perennial Investment 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
Q1 		$2.03M Buy
26,679
+429
+2% +$32.4K 0.16% 111
2025
Q4 		$1.84M Buy
26,250
+1,646
+7% +$115K 0.14% 124
2025
Q3 		$1.63M Sell
24,604
-20,187
-45% -$1.39M 0.13% 130
2025
Q2 		$3.17M Buy
44,791
+864
+2% +$61.5K 0.31% 69
2025
Q1 		$3.15M Buy
43,927
+172
+0.4% +$11.5K 0.35% 55
2024
Q4 		$2.72M Sell
43,755
-59
-0.1% -$3.85K 0.32% 65
2024
Q3 		$3.15M Sell
43,814
-224
-0.5% -$15.3K 0.41% 52
2024
Q2 		$2.8M Buy
44,038
+161
+0.4% +$9.97K 0.4% 52
2024
Q1 		$2.68M Buy
43,877
+1,013
+2% +$60.9K 0.41% 51
2023
Q4 		$2.53M Buy
42,864
+10
+0% +$568 0.42% 54
2023
Q3 		$2.4M Sell
42,854
-426
-1% -$25.6K 0.43% 55
2023
Q2 		$2.61M Sell
43,280
-998
-2% -$62.1K 0.46% 49
2023
Q1 		$2.75M Buy
44,278
+906
+2% +$54.9K 0.51% 44
2022
Q4 		$2.76M Buy
43,372
+254
+0.6% +$15.3K 1.12% 20
2022
Q3 		$2.42M Buy
43,118
+228
+0.5% +$14.2K 1.1% 20
2022
Q2 		$2.7M Buy
42,890
+429
+1% +$27.2K 1.05% 19
2022
Q1 		$2.63M Hold
42,461
– – 0.83% 24
2021
Q4 		$2.51M Sell
42,461
-185
-0.4% -$10.3K 0.79% 24
2021
Q3 		$2.24M Buy
42,646
+239
+0.6% +$13.3K 0.79% 23
2021
Q2 		$2.29M Sell
42,407
-488
-1% -$26.6K 0.84% 23
2021
Q1 		$2.26M Sell
42,895
-450
-1% -$22.6K 0.89% 21
2020
Q4 		$2.38M Buy
43,345
+1,535
+4% +$79.4K 1.02% 20
2020
Q3 		$2.06M Buy
41,810
+1,290
+3% +$62K 1.03% 21
2020
Q2 		$1.81M Sell
40,520
-45
-0.1% -$2.07K 1.23% 20
2020
Q1 		$1.79M Buy
40,565
+570
+1% +$30.8K 1.6% 14
2019
Q4 		$2.21M Buy
+39,995
New +$2.15M 1.75% 14

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

Perennial Investment Advisors's KO Position: Q1 2026 in Review

Perennial Investment Advisors increased its Coca-Cola (KO) stake by 1.6% in Q1 2026, buying an estimated $32.4K and bringing the position to 26,679 shares worth $2.03M. The position accounts for 0.16% of the portfolio, ranked #111.

Perennial Investment Advisors first reported a position in KO in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.17M in Q2 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Perennial Investment Advisors held 26,679 shares of Coca-Cola worth $2.03M as of Q1 2026.
  • Perennial Investment Advisors bought 429 Coca-Cola shares in Q1 2026, an estimated $32.4K.
  • Coca-Cola made up 0.16% of Perennial Investment Advisors's portfolio in Q1 2026, its #111 holding.
  • Perennial Investment Advisors first reported a position in Coca-Cola in Q4 2019 and has held it in 26 quarters since.
  • Perennial Investment Advisors's Coca-Cola position peaked at $3.17M in Q2 2025.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.