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Piedmont Capital Management (Montana)’s Coca-Cola KO Stock Holding History

Piedmont Capital Management (Montana)’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 		$1.42M Sell
17,484
-269
-2% -$21.2K 0.72% 18
2026
Q1 		$1.37M Sell
17,753
-178
-1% -$13.5K 0.7% 18
2025
Q4 		$1.25M Sell
17,931
-263
-1% -$18.3K 0.64% 20
2025
Q3 		$1.21M Buy
18,194
+531
+3% +$36.5K 0.64% 19
2025
Q2 		$1.25M Buy
17,663
+553
+3% +$39.4K 0.72% 20
2025
Q1 		$1.17M Buy
17,110
+2
+0% +$134 0.84% 19
2024
Q4 		$1.06M Sell
17,108
-73
-0.4% -$4.76K 0.64% 22
2024
Q3 		$1.2M Sell
17,181
-1,536
-8% -$105K 0.72% 22
2024
Q2 		$1.13M Hold
18,717
– – 0.77% 20
2024
Q1 		$1.13M Buy
18,717
+1,243
+7% +$74.7K 0.77% 20
2023
Q4 		$1.03M Buy
17,474
+1,042
+6% +$59.2K 0.75% 19
2023
Q3 		$920K Buy
16,432
+3,295
+25% +$198K 0.73% 20
2023
Q2 		$791K Sell
13,137
-1,863
-12% -$116K 0.6% 25
2023
Q1 		$933K Sell
15,000
-1,067
-7% -$64.6K 0.75% 20
2022
Q4 		$1.02M Buy
16,067
+536
+3% +$32.4K 0.86% 16
2022
Q3 		$876K Sell
15,531
-1,644
-10% -$102K 0.79% 15
2022
Q2 		$1.08M Sell
17,175
-6,482
-27% -$411K 1.11% 15
2022
Q1 		$1.47M Buy
23,657
+1,248
+6% +$75.9K 1.11% 14
2021
Q4 		$1.33M Buy
22,409
+1,182
+6% +$65.8K 1.04% 14
2021
Q3 		$1.11M Buy
21,227
+1,728
+9% +$96.3K 0.89% 16
2021
Q2 		$1.06M Buy
19,499
+2,423
+14% +$132K 0.88% 14
2021
Q1 		$908K Buy
17,076
+3,128
+22% +$157K 0.85% 18
2020
Q4 		$765K Buy
+13,948
New +$721K 0.78% 17

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 $3.37T AUM 44.26% 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

Piedmont Capital Management (Montana)'s KO Position: Q2 2026 in Review

Piedmont Capital Management (Montana) reduced its Coca-Cola (KO) stake by 1.5% in Q2 2026, selling an estimated $21.2K and leaving 17,484 shares worth $1.42M. The position accounts for 0.72% of the portfolio, ranked #18.

Piedmont Capital Management (Montana) first reported a position in KO in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.47M in Q1 2022. 3,610 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Piedmont Capital Management (Montana) held 17,484 shares of Coca-Cola worth $1.42M as of Q2 2026.
  • Piedmont Capital Management (Montana) sold 269 Coca-Cola shares in Q2 2026, an estimated $21.2K.
  • Coca-Cola made up 0.72% of Piedmont Capital Management (Montana)'s portfolio in Q2 2026, its #18 holding.
  • Piedmont Capital Management (Montana) first reported a position in Coca-Cola in Q4 2020 and has held it in 23 quarters since.
  • Piedmont Capital Management (Montana)'s Coca-Cola position peaked at $1.47M in Q1 2022.
  • 3,610 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Piedmont Capital Management (Montana)'s 13F filing for Q2 2026, filed 13 Aug 2026.