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Pineridge Advisors’s Coca-Cola KO Stock Holding History

Pineridge Advisors’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
2025
Q3 		$109K Buy
1,646
+52
+3% +$3.58K 0.03% 72
2025
Q2 		$113K Buy
1,594
+19
+1% +$1.35K 0.04% 71
2025
Q1 		$113K Sell
1,575
-309
-16% -$20.6K 0.04% 72
2024
Q4 		$117K Sell
1,884
-217
-10% -$14.2K 0.04% 87
2024
Q3 		$151K Sell
2,101
-164
-7% -$11.2K 0.06% 75
2024
Q2 		$144K Hold
2,265
– – 0.05% 76
2024
Q1 		$139K Buy
2,265
+175
+8% +$10.5K 0.05% 74
2023
Q4 		$123K Buy
+2,090
New +$119K 0.04% 97

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pineridge Advisors's KO Position: Q3 2025 in Review

Pineridge Advisors increased its Coca-Cola (KO) stake by 3.3% in Q3 2025, buying an estimated $3.58K and bringing the position to 1,646 shares worth $109K. The position accounts for 0.03% of the portfolio, ranked #72.

Pineridge Advisors first reported a position in KO in Q4 2023 and has held it in 8 quarters since. The position peaked at $151K in Q3 2024. 3,278 funds tracked by Wall St. Rank hold KO as of Q3 2025.

  • Pineridge Advisors held 1,646 shares of Coca-Cola worth $109K as of Q3 2025.
  • Pineridge Advisors bought 52 Coca-Cola shares in Q3 2025, an estimated $3.58K.
  • Coca-Cola made up 0.03% of Pineridge Advisors's portfolio in Q3 2025, its #72 holding.
  • Pineridge Advisors first reported a position in Coca-Cola in Q4 2023 and has held it in 8 quarters since.
  • Pineridge Advisors's Coca-Cola position peaked at $151K in Q3 2024.
  • 3,278 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.