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 Q2	$551K	Buy	6,778 +23	+0.3%	+$1.82K	0.15%	55
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 Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pine Harbor Wealth Management's KO Position: Q2 2026 in Review

Pine Harbor Wealth Management increased its Coca-Cola (KO) stake by 0.34% in Q2 2026, buying an estimated $1.82K and bringing the position to 6,778 shares worth $551K. The position accounts for 0.15% of the portfolio, ranked #55.

Pine Harbor Wealth Management first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Pine Harbor Wealth Management held 6,778 shares of Coca-Cola worth $551K as of Q2 2026.
Pine Harbor Wealth Management bought 23 Coca-Cola shares in Q2 2026, an estimated $1.82K.
Coca-Cola made up 0.15% of Pine Harbor Wealth Management's portfolio in Q2 2026, its #55 holding.
Pine Harbor Wealth Management first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.