Pinnacle Holdings’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 | $836K | Buy |
10,998
+1,255
| +13% | +$94.9K | 0.27% | 117 |
|
|
2025
Q4 | $681K | Buy |
9,743
+1
| +0% | +$70 | 0.23% | 127 |
|
|
2025
Q3 | $646K | Sell |
9,742
-48
| -0.5% | -$3.3K | 0.23% | 125 |
|
|
2025
Q2 | $693K | Buy |
9,790
+541
| +6% | +$38.5K | 0.25% | 121 |
|
|
2025
Q1 | $662K | Sell |
9,249
-1,144
| -11% | -$76.4K | 0.25% | 124 |
|
|
2024
Q4 | $647K | Sell |
10,393
-190
| -2% | -$12.4K | 0.24% | 126 |
|
|
2024
Q3 | $760K | Sell |
10,583
-63
| -0.6% | -$4.31K | 0.3% | 110 |
|
|
2024
Q2 | $678K | Buy |
10,646
+23
| +0.2% | +$1.42K | 0.28% | 115 |
|
|
2024
Q1 | $650K | Sell |
10,623
-785
| -7% | -$47.2K | 0.26% | 117 |
|
|
2023
Q4 | $672K | Buy |
11,408
+111
| +1% | +$6.3K | 0.28% | 113 |
|
|
2023
Q3 | $632K | Sell |
11,297
-1,010
| -8% | -$60.6K | 0.3% | 107 |
|
|
2023
Q2 | $741K | Sell |
12,307
-71
| -0.6% | -$4.42K | 0.33% | 102 |
|
|
2023
Q1 | $768K | Buy |
12,378
+132
| +1% | +$7.99K | 0.36% | 99 |
|
|
2022
Q4 | $779K | Sell |
12,246
-1,618
| -12% | -$97.7K | 0.35% | 99 |
|
|
2022
Q3 | $777K | Buy |
13,864
+128
| +0.9% | +$7.96K | 0.36% | 98 |
|
|
2022
Q2 | $864K | Buy |
13,736
+141
| +1% | +$8.94K | 0.4% | 92 |
|
|
2022
Q1 | $843K | Buy |
13,595
+1,248
| +10% | +$75.9K | 0.33% | 100 |
|
|
2021
Q4 | $731K | Buy |
12,347
+28
| +0.2% | +$1.56K | 0.31% | 105 |
|
|
2021
Q3 | $646K | Sell |
12,319
-279
| -2% | -$15.6K | 0.28% | 112 |
|
|
2021
Q2 | $682K | Sell |
12,598
-108
| -0.8% | -$5.88K | 0.31% | 103 |
|
|
2021
Q1 | $670K | Sell |
12,706
-28
| -0.2% | -$1.41K | 0.31% | 111 |
|
|
2020
Q4 | $698K | Sell |
12,734
-275
| -2% | -$14.2K | 0.37% | 103 |
|
|
2020
Q3 | $642K | Sell |
13,009
-8,316
| -39% | -$400K | 0.37% | 95 |
|
|
2020
Q2 | $953K | Buy |
21,325
+217
| +1% | +$9.99K | 0.45% | 75 |
|
|
2020
Q1 | $934K | Buy |
21,108
+1,290
| +7% | +$69.7K | 0.54% | 57 |
|
|
2019
Q4 | $1.1M | Sell |
19,818
-6
| -0% | -$323 | 0.41% | 92 |
|
|
2019
Q3 | $1.08M | Sell |
19,824
-82
| -0.4% | -$4.39K | 0.41% | 90 |
|
|
2019
Q2 | $1.01M | Sell |
19,906
-177
| -0.9% | -$8.68K | 0.38% | 95 |
|
|
2019
Q1 | $941K | Sell |
20,083
-51
| -0.3% | -$2.38K | 0.35% | 104 |
|
|
2018
Q4 | $953K | Sell |
20,134
-121
| -0.6% | -$5.79K | 0.39% | 98 |
|
|
2018
Q3 | $936K | Sell |
20,255
-60
| -0.3% | -$2.74K | 0.32% | 112 |
|
|
2018
Q2 | $891K | Sell |
20,315
-563
| -3% | -$24.3K | 0.31% | 114 |
|
|
2018
Q1 | $907K | Buy |
20,878
+3,000
| +17% | +$135K | 0.34% | 107 |
|
|
2017
Q4 | $820K | Buy |
17,878
+42
| +0.2% | +$1.93K | 0.3% | 117 |
|
|
2017
Q3 | $803K | Buy |
17,836
+1,145
| +7% | +$52.1K | 0.3% | 119 |
|
|
2017
Q2 | $749K | Buy |
16,691
+1,585
| +10% | +$70K | 0.29% | 116 |
|
|
2017
Q1 | $641K | Buy |
15,106
+33
| +0.2% | +$1.38K | 0.25% | 124 |
|
|
2016
Q4 | $625K | Sell |
15,073
-969
| -6% | -$40.3K | 0.24% | 129 |
|
|
2016
Q3 | $679K | Sell |
16,042
-384
| -2% | -$16.8K | 0.27% | 121 |
|
|
2016
Q2 | $745K | Sell |
16,426
-42
| -0.3% | -$1.9K | 0.32% | 115 |
|
|
2016
Q1 | $764K | Sell |
16,468
-69
| -0.4% | -$3K | 0.37% | 103 |
|
|
2015
Q4 | $710K | Sell |
16,537
-321
| -2% | -$13.6K | 0.33% | 103 |
|
|
2015
Q3 | $676K | Buy |
16,858
+135
| +0.8% | +$5.41K | 0.29% | 108 |
|
|
2015
Q2 | $656K | Sell |
16,723
-196
| -1% | -$7.97K | 0.24% | 113 |
|
|
2015
Q1 | $686K | Sell |
16,919
-612
| -3% | -$25.6K | 0.25% | 108 |
|
|
2014
Q4 | $740K | Sell |
17,531
-567
| -3% | -$24.2K | 0.24% | 109 |
|
|
2014
Q3 | $772K | Buy |
18,098
+2,137
| +13% | +$88.3K | 0.2% | 112 |
|
|
2014
Q2 | $676K | Sell |
15,961
-331
| -2% | -$13.4K | 0.17% | 118 |
|
|
2014
Q1 | $630K | Buy |
16,292
+704
| +5% | +$27.2K | 0.17% | 114 |
|
|
2013
Q4 | $644K | Sell |
15,588
-1,915
| -11% | -$75.5K | 0.19% | 106 |
|
|
2013
Q3 | $663K | Sell |
17,503
-778
| -4% | -$30.8K | 0.21% | 103 |
|
|
2013
Q2 | $733K | Buy |
+18,281
| New | +$757K | 0.23% | 98 |
|
Other funds holding KO
VCM
VPM
Pinnacle Holdings's KO Position: Q1 2026 in Review
Pinnacle Holdings increased its Coca-Cola (KO) stake by 13% in Q1 2026, buying an estimated $94.9K and bringing the position to 10,998 shares worth $836K. The position accounts for 0.27% of the portfolio, ranked #117.
Pinnacle Holdings first reported a position in KO in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.1M in Q4 2019. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Pinnacle Holdings held 10,998 shares of Coca-Cola worth $836K as of Q1 2026.
- Pinnacle Holdings bought 1,255 Coca-Cola shares in Q1 2026, an estimated $94.9K.
- Coca-Cola made up 0.27% of Pinnacle Holdings's portfolio in Q1 2026, its #117 holding.
- Pinnacle Holdings first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
- Pinnacle Holdings's Coca-Cola position peaked at $1.1M in Q4 2019.
- 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Pinnacle Holdings's 13F filing for Q1 2026, filed 8 May 2026.