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PGIM Custom Harvest’s Coca-Cola KO Stock Holding History

PGIM Custom Harvest’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 		$767K Buy
10,083
+12
+0.1% +$907 0.01% 140
2025
Q4 		$704K Sell
10,071
-447
-4% -$31.2K 0.01% 142
2025
Q3 		$698K Buy
10,518
+10
+0.1% +$688 0.01% 141
2025
Q2 		$743K Sell
10,508
-7,056
-40% -$503K 0.02% 127
2025
Q1 		$1.26M Sell
17,564
-2,169
-11% -$145K 0.03% 99
2024
Q4 		$1.23M Sell
19,733
-855
-4% -$55.8K 0.02% 104
2024
Q3 		$1.48M Buy
20,588
+16,459
+399% +$1.13M 0.03% 97
2024
Q2 		$263K Sell
4,129
-322
-7% -$19.9K 0.01% 197
2024
Q1 		$272K Buy
4,451
+833
+23% +$50K 0.01% 177
2023
Q4 		$213K Sell
3,618
-1,130
-24% -$64.2K 0.01% 180
2023
Q3 		$266K Buy
+4,748
New +$285K 0.01% 150

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

PGIM Custom Harvest's KO Position: Q1 2026 in Review

PGIM Custom Harvest increased its Coca-Cola (KO) stake by 0.12% in Q1 2026, buying an estimated $907 and bringing the position to 10,083 shares worth $767K. The position accounts for 0.01% of the portfolio, ranked #140.

PGIM Custom Harvest first reported a position in KO in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.48M in Q3 2024. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • PGIM Custom Harvest held 10,083 shares of Coca-Cola worth $767K as of Q1 2026.
  • PGIM Custom Harvest bought 12 Coca-Cola shares in Q1 2026, an estimated $907.
  • Coca-Cola made up 0.01% of PGIM Custom Harvest's portfolio in Q1 2026, its #140 holding.
  • PGIM Custom Harvest first reported a position in Coca-Cola in Q3 2023 and has held it in 11 quarters since.
  • PGIM Custom Harvest's Coca-Cola position peaked at $1.48M in Q3 2024.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on PGIM Custom Harvest's 13F filing for Q1 2026, filed 13 May 2026.