Permanent Capital Management’s Coca-Cola KO Stock Holding History

Permanent Capital 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 Q2	$1M	Hold	12,263	–	–	0.13%	53
2026 Q1	$966K	Buy	12,263 +194	+2%	+$14.7K	0.15%	46
2025 Q4	$844K	Sell	12,069 -71	-0.6%	-$4.95K	0.16%	59
2025 Q3	$811K	Buy	+12,140	New	+$836K	0.15%	66
2024 Q2	$853K	Buy	+11,973	New	+$741K	0.18%	60

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 $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Permanent Capital Management's KO Position: Q2 2026 in Review

Permanent Capital Management held its Coca-Cola (KO) position steady in Q2 2026 at 12,263 shares worth $1M. The position accounts for 0.13% of the portfolio, ranked #53.

Permanent Capital Management first reported a position in KO in Q2 2024 and has held it in 5 quarters since. 3,646 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Permanent Capital Management held 12,263 shares of Coca-Cola worth $1M as of Q2 2026.
Permanent Capital Management left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.13% of Permanent Capital Management's portfolio in Q2 2026, its #53 holding.
Permanent Capital Management first reported a position in Coca-Cola in Q2 2024 and has held it in 5 quarters since.
3,646 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Permanent Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.