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PFC Capital Group’s Coca-Cola KO Stock Holding History

PFC Capital Group’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 		$2.25M Sell
29,626
-444
-1% -$33.6K 0.99% 29
2025
Q4 		$2.1M Sell
30,070
-862
-3% -$60.1K 0.87% 29
2025
Q3 		$2.05M Sell
30,932
-33
-0.1% -$2.27K 0.86% 28
2025
Q2 		$2.19M Sell
30,965
-1,785
-5% -$127K 1.01% 28
2025
Q1 		$2.35M Sell
32,750
-1,883
-5% -$126K 1.18% 18
2024
Q4 		$2.16M Hold
34,633
– – 1.04% 21
2024
Q3 		$2.49M Sell
34,633
-250
-0.7% -$17.1K 1.2% 19
2024
Q2 		$2.22M Buy
34,883
+800
+2% +$49.5K 1.11% 20
2024
Q1 		$2.08M Buy
34,083
+235
+0.7% +$14.1K 1.12% 23
2023
Q4 		$1.99M Buy
+33,848
New +$1.92M 1.18% 21

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

PFC Capital Group's KO Position: Q1 2026 in Review

PFC Capital Group reduced its Coca-Cola (KO) stake by 1.5% in Q1 2026, selling an estimated $33.6K and leaving 29,626 shares worth $2.25M. The position accounts for 0.99% of the portfolio, ranked #29.

PFC Capital Group first reported a position in KO in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.49M in Q3 2024. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • PFC Capital Group held 29,626 shares of Coca-Cola worth $2.25M as of Q1 2026.
  • PFC Capital Group sold 444 Coca-Cola shares in Q1 2026, an estimated $33.6K.
  • Coca-Cola made up 0.99% of PFC Capital Group's portfolio in Q1 2026, its #29 holding.
  • PFC Capital Group first reported a position in Coca-Cola in Q4 2023 and has held it in 10 quarters since.
  • PFC Capital Group's Coca-Cola position peaked at $2.49M in Q3 2024.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on PFC Capital Group's 13F filing for Q1 2026, filed 13 May 2026.