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 Q2	$458K	Sell	5,640 -88	-2%	-$6.95K	0.13%	144
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 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

Pines Wealth Management's KO Position: Q2 2026 in Review

Pines Wealth Management reduced its Coca-Cola (KO) stake by 1.5% in Q2 2026, selling an estimated $6.95K and leaving 5,640 shares worth $458K. The position accounts for 0.13% of the portfolio, ranked #144.

Pines Wealth Management first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Pines Wealth Management held 5,640 shares of Coca-Cola worth $458K as of Q2 2026.
Pines Wealth Management sold 88 Coca-Cola shares in Q2 2026, an estimated $6.95K.
Coca-Cola made up 0.13% of Pines Wealth Management's portfolio in Q2 2026, its #144 holding.
Pines Wealth Management first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.