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Pinnacle Investment Management’s Coca-Cola KO Stock Holding History

Pinnacle Investment 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
2025
Q3 		$20.1M Buy
+302,905
New +$20.8M 69.56% 1
2025
Q1 		– Sell
-20,000
Closed -$1.25M – 13
2024
Q4 		$1.25M Buy
+20,000
New +$1.31M 0.91% 13

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

Pinnacle Investment Management's KO Position: Q3 2025 in Review

Pinnacle Investment Management opened a new position in Coca-Cola (KO) in Q3 2025: 302,905 shares worth $20.1M. The stake represents 69.56% of the portfolio and ranks #1 among its holdings. This is a return to the name: Pinnacle Investment Management previously reported a position in KO as recently as Q4 2024.

Pinnacle Investment Management first reported a position in KO in Q4 2024 and has held it in 2 quarters since. 3,278 funds tracked by Wall St. Rank hold KO as of Q3 2025.

  • Pinnacle Investment Management held 302,905 shares of Coca-Cola worth $20.1M as of Q3 2025.
  • Coca-Cola was a new Pinnacle Investment Management position in Q3 2025.
  • Coca-Cola made up 69.56% of Pinnacle Investment Management's portfolio in Q3 2025, its #1 holding.
  • Pinnacle Investment Management first reported a position in Coca-Cola in Q4 2024 and has held it in 2 quarters since.
  • 3,278 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on Pinnacle Investment Management's 13F filing for Q3 2025, filed 3 Nov 2025.