PFW Advisors’s Coca-Cola KO Stock Holding History

PFW 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 Q3	$38.9M	Sell	452,369 -291	-0.1%	-$25.2K	11.56%	1
2026 Q2	$36.8M	Sell	452,660 -449	-0.1%	-$35.5K	10.72%	1
2026 Q1	$34.5M	Sell	453,109 -763	-0.2%	-$57.7K	10.84%	1
2025 Q4	$31.7M	Sell	453,872 -1,209	-0.3%	-$84.3K	9.58%	1
2025 Q3	$30.2M	Sell	455,081 -828	-0.2%	-$57K	8.93%	3
2025 Q2	$32.3M	Sell	455,909 -9,702	-2%	-$691K	9.92%	1
2025 Q1	$33.3M	Sell	465,611 -228	-0%	-$15.2K	10.46%	1
2024 Q4	$29M	Buy	+465,839	New	+$30.4M	8.92%	2
2024 Q2	$30.9M	Sell	485,228 -1,421	-0.3%	-$88K	9.83%	1
2024 Q1	$29.8M	Sell	486,649 -80	-0%	-$4.81K	9.1%	2
2023 Q4	$28.7M	Buy	486,729 +978	+0.2%	+$55.6K	9.17%	1
2023 Q3	$27.2M	Buy	485,751 +800	+0.2%	+$48K	9.6%	1
2023 Q2	$29.7M	Buy	+484,951	New	+$30.2M	9.9%	1
2019 Q3	$33.5M	Buy	+466,028	New	+$25M	10.13%	1

Other funds holding KO

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PFW Advisors's KO Position: Q3 2026 in Review

PFW Advisors reduced its Coca-Cola (KO) stake by 0.06% in Q3 2026, selling an estimated $25.2K and leaving 452,369 shares worth $38.9M. The position accounts for 11.56% of the portfolio, ranked #1.

PFW Advisors first reported a position in KO in Q3 2019 and has held it in 14 quarters since. 3,288 funds tracked by Wall St. Rank hold KO as of Q3 2026.

PFW Advisors held 452,369 shares of Coca-Cola worth $38.9M as of Q3 2026.
PFW Advisors sold 291 Coca-Cola shares in Q3 2026, an estimated $25.2K.
Coca-Cola made up 11.56% of PFW Advisors's portfolio in Q3 2026, its #1 holding.
PFW Advisors first reported a position in Coca-Cola in Q3 2019 and has held it in 14 quarters since.
3,288 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on PFW Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.