PHWM
KO icon

Pine Harbor Wealth Management’s Coca-Cola KO Stock Holding History

Pine Harbor Wealth 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 		$514K Hold
6,755
– – 0.15% 53
2025
Q4 		$472K Buy
6,755
+50
+0.7% +$3.49K 0.14% 58
2025
Q3 		$445K Sell
6,705
-80
-1% -$5.51K 0.14% 61
2025
Q2 		$480K Buy
6,785
+3,273
+93% +$233K 0.17% 55
2025
Q1 		$252K Sell
3,512
-331
-9% -$22.1K 0.1% 79
2024
Q4 		$239K Buy
3,843
+47
+1% +$3.07K 0.1% 85
2024
Q3 		$273K Buy
3,796
+24
+0.6% +$1.64K 0.14% 79
2024
Q2 		$240K Sell
3,772
-53
-1% -$3.28K 0.14% 83
2024
Q1 		$234K Sell
3,825
-145
-4% -$8.71K 0.15% 84
2023
Q4 		$234K Buy
+3,970
New +$225K 0.18% 82

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

Pine Harbor Wealth Management's KO Position: Q1 2026 in Review

Pine Harbor Wealth Management held its Coca-Cola (KO) position steady in Q1 2026 at 6,755 shares worth $514K. The position accounts for 0.15% of the portfolio, ranked #53.

Pine Harbor Wealth Management first reported a position in KO in Q4 2023 and has held it in 10 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Pine Harbor Wealth Management held 6,755 shares of Coca-Cola worth $514K as of Q1 2026.
  • Pine Harbor Wealth Management left its Coca-Cola share count unchanged in Q1 2026.
  • Coca-Cola made up 0.15% of Pine Harbor Wealth Management's portfolio in Q1 2026, its #53 holding.
  • Pine Harbor Wealth Management first reported a position in Coca-Cola in Q4 2023 and has held it in 10 quarters since.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.