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PFG Private Wealth Management’s Coca-Cola KO Stock Holding History

PFG Private Wealth 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
2025
Q2 		– Sell
-2,038
Closed -$146K – 156
2025
Q1 		$146K Hold
2,038
– – 0.08% 73
2024
Q4 		$127K Buy
2,038
+24
+1% +$1.57K 0.07% 72
2024
Q3 		$145K Sell
2,014
-2,268
-53% -$155K 0.08% 71
2024
Q2 		$273K Buy
4,282
+39
+0.9% +$2.41K 0.17% 39
2024
Q1 		$260K Buy
4,243
+55
+1% +$3.3K 0.16% 39
2023
Q4 		$247K Buy
4,188
+774
+23% +$44K 0.17% 34
2023
Q3 		$191K Sell
3,414
-3,549
-51% -$213K 0.14% 35
2023
Q2 		$419K Buy
6,963
+126
+2% +$7.84K 0.25% 28
2023
Q1 		$424K Buy
6,837
+4,899
+253% +$297K 0.27% 28
2022
Q4 		$123K Buy
1,938
+23
+1% +$1.39K 0.08% 72
2022
Q3 		$107K Buy
1,915
+11
+0.6% +$684 0.07% 72
2022
Q2 		$120K Buy
1,904
+11
+0.6% +$697 0.07% 82
2022
Q1 		$117K Sell
1,893
-1,821
-49% -$111K 0.06% 85
2021
Q4 		$220K Buy
3,714
+326
+10% +$18.2K 0.11% 59
2021
Q3 		$178K Buy
+3,388
New +$189K 0.1% 58

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

PFG Private Wealth Management's KO Position: Q2 2025 in Review

PFG Private Wealth Management sold out of Coca-Cola (KO) in Q2 2025, closing a stake of 2,038 shares — an estimated $146K sold.

PFG Private Wealth Management first reported a position in KO in Q3 2021 and held it in 15 quarters. The position peaked at $424K in Q1 2023. 3,360 funds tracked by Wall St. Rank hold KO as of Q2 2025.

  • PFG Private Wealth Management reported no remaining Coca-Cola position as of Q2 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 2,038 Coca-Cola shares in Q2 2025, an estimated $146K.
  • PFG Private Wealth Management first reported a position in Coca-Cola in Q3 2021 and held it in 15 quarters.
  • PFG Private Wealth Management's Coca-Cola position peaked at $424K in Q1 2023.
  • 3,360 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.