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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
Q2 		$2.39M Sell
29,376
-250
-0.8% -$19.7K 0.92% 31
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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PFC Capital Group's KO Position: Q2 2026 in Review

PFC Capital Group reduced its Coca-Cola (KO) stake by 0.84% in Q2 2026, selling an estimated $19.7K and leaving 29,376 shares worth $2.39M. The position accounts for 0.92% of the portfolio, ranked #31.

PFC Capital Group first reported a position in KO in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.49M in Q3 2024. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • PFC Capital Group held 29,376 shares of Coca-Cola worth $2.39M as of Q2 2026.
  • PFC Capital Group sold 250 Coca-Cola shares in Q2 2026, an estimated $19.7K.
  • Coca-Cola made up 0.92% of PFC Capital Group's portfolio in Q2 2026, its #31 holding.
  • PFC Capital Group first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
  • PFC Capital Group's Coca-Cola position peaked at $2.49M in Q3 2024.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on PFC Capital Group's 13F filing for Q2 2026, filed 6 Aug 2026.