Pin Oak Investment Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $227K | Hold |
2,961
| – | – | 0.16% | 97 |
|
|
2025
Q4 | $234K | Hold |
2,961
| – | – | 0.16% | 96 |
|
|
2025
Q3 | $198K | Sell |
2,961
-71
| -2% | -$4.89K | 0.14% | 102 |
|
|
2025
Q2 | $217K | Sell |
3,032
-1,366
| -31% | -$97.3K | 0.18% | 86 |
|
|
2025
Q1 | $257K | Buy |
4,398
+605
| +16% | +$40.4K | 0.2% | 82 |
|
|
2024
Q4 | $273K | Hold |
3,793
| – | – | 0.25% | 66 |
|
|
2024
Q3 | $272K | Sell |
3,793
-194
| -5% | -$13.3K | 0.25% | 67 |
|
|
2024
Q2 | $254K | Hold |
3,987
| – | – | 0.24% | 63 |
|
|
2024
Q1 | $244K | Sell |
3,987
-192
| -5% | -$11.5K | 0.23% | 73 |
|
|
2023
Q4 | $246K | Buy |
4,179
+192
| +5% | +$10.9K | 0.25% | 64 |
|
|
2023
Q3 | $225K | Hold |
3,987
| – | – | 0.25% | 65 |
|
|
2023
Q2 | $242K | Hold |
3,987
| – | – | 0.27% | 61 |
|
|
2023
Q1 | $247K | Hold |
3,987
| – | – | 0.31% | 59 |
|
|
2022
Q4 | $254K | Sell |
3,987
-135
| -3% | -$8.15K | 0.31% | 57 |
|
|
2022
Q3 | $231K | Sell |
4,122
-299
| -7% | -$18.6K | 0.29% | 57 |
|
|
2022
Q2 | $278K | Sell |
4,421
-1
| -0% | -$63 | 0.34% | 51 |
|
|
2022
Q1 | $274K | Sell |
4,422
-931
| -17% | -$56.6K | 0.29% | 59 |
|
|
2021
Q4 | $317K | Hold |
5,353
| – | – | 0.32% | 54 |
|
|
2021
Q3 | $281K | Hold |
5,353
| – | – | 0.31% | 56 |
|
|
2021
Q2 | $290K | Sell |
5,353
-1,000
| -16% | -$54.4K | 0.3% | 63 |
|
|
2021
Q1 | $335K | Hold |
6,353
| – | – | 0.28% | 67 |
|
|
2020
Q4 | $348K | Sell |
6,353
-29
| -0.5% | -$1.5K | 0.29% | 74 |
|
|
2020
Q3 | $315K | Sell |
6,382
-324
| -5% | -$15.6K | 0.3% | 69 |
|
|
2020
Q2 | $300K | Hold |
6,706
| – | – | 0.28% | 71 |
|
|
2020
Q1 | $297K | Sell |
6,706
-200
| -3% | -$10.8K | 0.31% | 66 |
|
|
2019
Q4 | $382K | Sell |
6,906
-642
| -9% | -$34.5K | 0.31% | 66 |
|
|
2019
Q3 | $411K | Sell |
7,548
-404
| -5% | -$21.6K | 0.34% | 67 |
|
|
2019
Q2 | $405K | Buy |
7,952
+361
| +5% | +$17.7K | 0.32% | 70 |
|
|
2019
Q1 | $356K | Sell |
7,591
-113
| -1% | -$5.29K | 0.29% | 74 |
|
|
2018
Q4 | $365K | Sell |
7,704
-283
| -4% | -$13.5K | 0.32% | 68 |
|
|
2018
Q3 | $369K | Sell |
7,987
-23
| -0.3% | -$1.05K | 0.28% | 69 |
|
|
2018
Q2 | $351K | Buy |
8,010
+43
| +0.5% | +$1.86K | 0.26% | 73 |
|
|
2018
Q1 | $346K | Sell |
7,967
-1,094
| -12% | -$49.1K | 0.28% | 71 |
|
|
2017
Q4 | $416K | Buy |
+9,061
| New | +$417K | 0.32% | 68 |
|
Other funds holding KO
VCM
VPM
Pin Oak Investment Advisors's KO Position: Q1 2026 in Review
Pin Oak Investment Advisors held its Coca-Cola (KO) position steady in Q1 2026 at 2,961 shares worth $227K. The position accounts for 0.16% of the portfolio, ranked #97.
Pin Oak Investment Advisors first reported a position in KO in Q4 2017 and has held it in 34 quarters since. The position peaked at $416K in Q4 2017. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Pin Oak Investment Advisors held 2,961 shares of Coca-Cola worth $227K as of Q1 2026.
- Pin Oak Investment Advisors left its Coca-Cola share count unchanged in Q1 2026.
- Coca-Cola made up 0.16% of Pin Oak Investment Advisors's portfolio in Q1 2026, its #97 holding.
- Pin Oak Investment Advisors first reported a position in Coca-Cola in Q4 2017 and has held it in 34 quarters since.
- Pin Oak Investment Advisors's Coca-Cola position peaked at $416K in Q4 2017.
- 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Pin Oak Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.