Picton Mahoney Asset Management’s Coca-Cola KO Stock Holding History

Picton Mahoney Asset 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
2026 Q1	$27.2M	Buy	358,012 +60,307	+20%	+$4.56M	0.2%	82
2025 Q4	$20.8M	Sell	297,705 -11,211	-4%	-$782K	0.16%	112
2025 Q3	$20.5M	Buy	308,916 +99,224	+47%	+$6.83M	0.18%	96
2025 Q2	$14.8M	Buy	209,692 +16,418	+8%	+$1.17M	0.15%	133
2025 Q1	$13.8M	Buy	+193,274	New	+$12.9M	0.24%	96
2024 Q4	–	Sell	-61,737	Closed	-$4.44M	–	893
2024 Q3	$4.44M	Buy	+61,737	New	+$4.23M	0.15%	172
2022 Q4	–	Sell	-51,510	Closed	-$2.88M	–	704
2022 Q3	$2.88M	Sell	51,510 -45,740	-47%	-$2.84M	0.1%	223
2022 Q2	$6.12M	Sell	97,250 -116,386	-54%	-$7.38M	0.23%	101
2022 Q1	$13.2M	Buy	213,636 +39,943	+23%	+$2.43M	0.47%	43
2021 Q4	$10.3M	Buy	173,693 +121,400	+232%	+$6.76M	0.25%	67
2021 Q3	$2.74M	Buy	52,293 +80	+0.2%	+$4.46K	0.1%	252
2021 Q2	$2.83M	Sell	52,213 -21,002	-29%	-$1.14M	0.08%	239
2021 Q1	$3.86M	Sell	73,215 -266,357	-78%	-$13.4M	0.18%	160
2020 Q4	$18.6M	Buy	+339,572	New	+$17.6M	0.88%	27
2020 Q2	–	Sell	-232,431	Closed	-$10.3M	–	335
2020 Q1	$10.3M	Buy	232,431 +6,031	+3%	+$326K	0.58%	39
2019 Q4	$12.5M	Sell	226,400 -9,500	-4%	-$511K	0.84%	39
2019 Q3	$12.8M	Buy	+235,900	New	+$12.6M	0.9%	40
2018 Q2	–	Sell	-180,200	Closed	-$7.83M	–	202
2018 Q1	$7.83M	Buy	180,200 +2,200	+1%	+$98.8K	0.56%	65
2017 Q4	$8.17M	Buy	178,000 +7,800	+5%	+$359K	0.58%	63
2017 Q3	$7.66M	Sell	170,200 -9,200	-5%	-$418K	0.58%	63
2017 Q2	$8.05M	Buy	+179,400	New	+$7.93M	0.57%	68

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Picton Mahoney Asset Management's KO Position: Q1 2026 in Review

Picton Mahoney Asset Management increased its Coca-Cola (KO) stake by 20% in Q1 2026, buying an estimated $4.56M and bringing the position to 358,012 shares worth $27.2M. The position accounts for 0.2% of the portfolio, ranked #82.

Picton Mahoney Asset Management first reported a position in KO in Q2 2017 and has held it in 21 quarters since. 3,556 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Picton Mahoney Asset Management held 358,012 shares of Coca-Cola worth $27.2M as of Q1 2026.
Picton Mahoney Asset Management bought 60,307 Coca-Cola shares in Q1 2026, an estimated $4.56M.
Coca-Cola made up 0.2% of Picton Mahoney Asset Management's portfolio in Q1 2026, its #82 holding.
Picton Mahoney Asset Management first reported a position in Coca-Cola in Q2 2017 and has held it in 21 quarters since.
3,556 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q1 2026, filed 13 May 2026.