Pinion Investment Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $369K | Buy |
4,857
+984
| +25% | +$74.4K | 0.09% | 130 |
|
|
2025
Q4 | $271K | Sell |
3,873
-95
| -2% | -$6.62K | 0.07% | 143 |
|
|
2025
Q3 | $277K | Buy |
3,968
+246
| +7% | +$16.9K | 0.08% | 142 |
|
|
2025
Q2 | $263K | Sell |
3,722
-35
| -0.9% | -$2.49K | 0.09% | 144 |
|
|
2025
Q1 | $269K | Sell |
3,757
-350
| -9% | -$23.4K | 0.06% | 137 |
|
|
2024
Q4 | $256K | Sell |
4,107
-240
| -6% | -$15.7K | 0.1% | 134 |
|
|
2024
Q3 | $312K | Sell |
4,347
-668
| -13% | -$45.7K | 0.13% | 128 |
|
|
2024
Q2 | $319K | Sell |
5,015
-1,518
| -23% | -$94K | 0.16% | 112 |
|
|
2024
Q1 | $400K | Sell |
6,533
-439
| -6% | -$26.4K | 0.21% | 101 |
|
|
2023
Q4 | $411K | Sell |
6,972
-721
| -9% | -$41K | 0.25% | 88 |
|
|
2023
Q3 | $431K | Sell |
7,693
-196
| -2% | -$11.8K | 0.28% | 87 |
|
|
2023
Q2 | $475K | Buy |
7,889
+2,608
| +49% | +$162K | 0.32% | 80 |
|
|
2023
Q1 | $328K | Sell |
5,281
-1,224
| -19% | -$74.1K | 0.31% | 85 |
|
|
2022
Q4 | $414K | Sell |
6,505
-2,812
| -30% | -$170K | 0.39% | 71 |
|
|
2022
Q3 | $522K | Sell |
9,317
-2,550
| -21% | -$158K | 0.46% | 67 |
|
|
2022
Q2 | $747K | Sell |
11,867
-147
| -1% | -$9.32K | 0.62% | 44 |
|
|
2022
Q1 | $745K | Sell |
12,014
-576
| -5% | -$35K | 0.52% | 53 |
|
|
2021
Q4 | $745K | Buy |
12,590
+461
| +4% | +$25.7K | 0.5% | 61 |
|
|
2021
Q3 | $636K | Buy |
12,129
+122
| +1% | +$6.8K | 0.51% | 60 |
|
|
2021
Q2 | $650K | Buy |
12,007
+136
| +1% | +$7.4K | 0.52% | 64 |
|
|
2021
Q1 | $626K | Sell |
11,871
-315
| -3% | -$15.9K | 0.58% | 58 |
|
|
2020
Q4 | $668K | Sell |
12,186
-1,493
| -11% | -$77.2K | 0.7% | 43 |
|
|
2020
Q3 | $611K | Hold |
13,679
| – | – | 0.92% | 37 |
|
|
2020
Q2 | $611K | Buy |
13,679
+1,502
| +12% | +$69.2K | 0.92% | 37 |
|
|
2020
Q1 | $539K | Buy |
12,177
+1,263
| +12% | +$68.2K | 1.16% | 34 |
|
|
2019
Q4 | $604K | Buy |
10,914
+525
| +5% | +$28.2K | 1.12% | 24 |
|
|
2019
Q3 | $566K | Buy |
10,389
+276
| +3% | +$14.8K | 1.16% | 21 |
|
|
2019
Q2 | $515K | Sell |
10,113
-1,100
| -10% | -$53.9K | 1.1% | 28 |
|
|
2019
Q1 | $525K | Buy |
11,213
+180
| +2% | +$8.42K | 0.92% | 43 |
|
|
2018
Q4 | $522K | Sell |
11,033
-2,995
| -21% | -$143K | 1.1% | 28 |
|
|
2018
Q3 | $648K | Buy |
14,028
+155
| +1% | +$7.08K | 1.24% | 20 |
|
|
2018
Q2 | $608K | Buy |
13,873
+110
| +0.8% | +$4.75K | 1.18% | 18 |
|
|
2018
Q1 | $598K | Buy |
+13,763
| New | +$618K | 1.28% | 14 |
|
Other funds holding KO
VCM
VPM
Pinion Investment Advisors's KO Position: Q1 2026 in Review
Pinion Investment Advisors increased its Coca-Cola (KO) stake by 25% in Q1 2026, buying an estimated $74.4K and bringing the position to 4,857 shares worth $369K. The position accounts for 0.09% of the portfolio, ranked #130.
Pinion Investment Advisors first reported a position in KO in Q1 2018 and has held it in 33 quarters since. The position peaked at $747K in Q2 2022. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Pinion Investment Advisors held 4,857 shares of Coca-Cola worth $369K as of Q1 2026.
- Pinion Investment Advisors bought 984 Coca-Cola shares in Q1 2026, an estimated $74.4K.
- Coca-Cola made up 0.09% of Pinion Investment Advisors's portfolio in Q1 2026, its #130 holding.
- Pinion Investment Advisors first reported a position in Coca-Cola in Q1 2018 and has held it in 33 quarters since.
- Pinion Investment Advisors's Coca-Cola position peaked at $747K in Q2 2022.
- 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.