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Pines Wealth Management’s Coca-Cola KO Stock Holding History

Pines 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 		$436K Sell
5,728
-383
-6% -$29K 0.14% 144
2025
Q4 		$427K Hold
6,111
– – 0.14% 146
2025
Q3 		$405K Buy
6,111
+172
+3% +$11.8K 0.14% 150
2025
Q2 		$424K Sell
5,939
-507
-8% -$36.1K 0.15% 143
2025
Q1 		$441K Buy
6,446
+1,006
+18% +$67.2K 0.2% 117
2024
Q4 		$332K Buy
+5,440
New +$355K 0.14% 148

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

Pines Wealth Management's KO Position: Q1 2026 in Review

Pines Wealth Management reduced its Coca-Cola (KO) stake by 6.3% in Q1 2026, selling an estimated $29K and leaving 5,728 shares worth $436K. The position accounts for 0.14% of the portfolio, ranked #144.

Pines Wealth Management first reported a position in KO in Q4 2024 and has held it in 6 quarters since. The position peaked at $441K in Q1 2025. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Pines Wealth Management held 5,728 shares of Coca-Cola worth $436K as of Q1 2026.
  • Pines Wealth Management sold 383 Coca-Cola shares in Q1 2026, an estimated $29K.
  • Coca-Cola made up 0.14% of Pines Wealth Management's portfolio in Q1 2026, its #144 holding.
  • Pines Wealth Management first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • Pines Wealth Management's Coca-Cola position peaked at $441K in Q1 2025.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.