Pinnacle Wealth Management Advisory Group’s Coca-Cola KO Stock Holding History

Pinnacle Wealth Management Advisory Group’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	$4.41M	Sell	58,026 -4,081	-7%	-$309K	0.3%	78
2025 Q4	$4.34M	Sell	62,107 -1,359	-2%	-$94.7K	0.3%	75
2025 Q3	$4.21M	Buy	63,466 +647	+1%	+$44.5K	0.32%	68
2025 Q2	$4.44M	Sell	62,819 -35	-0.1%	-$2.49K	0.37%	58
2025 Q1	$4.5M	Buy	62,854 +1,737	+3%	+$116K	0.42%	57
2024 Q4	$3.81M	Sell	61,117 -413	-0.7%	-$27K	0.36%	62
2024 Q3	$4.42M	Sell	61,530 -782	-1%	-$53.5K	0.42%	58
2024 Q2	$3.97M	Buy	62,312 +2,189	+4%	+$136K	0.41%	58
2024 Q1	$3.68M	Buy	60,123 +994	+2%	+$59.7K	0.39%	61
2023 Q4	$3.48M	Sell	59,129 -305	-0.5%	-$17.3K	0.41%	59
2023 Q3	$3.33M	Sell	59,434 -3,237	-5%	-$194K	0.43%	60
2023 Q2	$3.77M	Buy	62,671 +1,545	+3%	+$96.1K	0.47%	55
2023 Q1	$3.79M	Sell	61,126 -2,494	-4%	-$151K	0.51%	51
2022 Q4	$4.05M	Sell	63,620 -272	-0.4%	-$16.4K	0.61%	43
2022 Q3	$3.58M	Buy	63,892 +4,801	+8%	+$298K	0.6%	45
2022 Q2	$3.72M	Buy	59,091 +1,633	+3%	+$104K	0.6%	47
2022 Q1	$3.56M	Buy	57,458 +4,772	+9%	+$290K	0.51%	54
2021 Q4	$3.12M	Buy	52,686 +42,157	+400%	+$2.35M	0.51%	53
2021 Q3	$552K	Sell	10,529 -196	-2%	-$10.9K	0.13%	138
2021 Q2	$580K	Hold	10,725	–	–	0.14%	136
2021 Q1	$565K	Sell	10,725 -211	-2%	-$10.6K	0.16%	115
2020 Q4	$600K	Buy	10,936 +457	+4%	+$23.6K	0.18%	104
2020 Q3	$517K	Buy	10,479 +650	+7%	+$31.3K	0.18%	109
2020 Q2	$439K	Buy	9,829 +1,520	+18%	+$70K	0.16%	114
2020 Q1	$368K	Sell	8,309 -47	-0.6%	-$2.54K	0.18%	105
2019 Q4	$463K	Buy	8,356 +798	+11%	+$42.9K	0.17%	113
2019 Q3	$411K	Sell	7,558 -997	-12%	-$53.4K	0.17%	114
2019 Q2	$436K	Buy	8,555 +161	+2%	+$7.89K	0.19%	117
2019 Q1	$393K	Hold	8,394	–	–	0.18%	119
2018 Q4	$397K	Buy	8,394 +252	+3%	+$12.1K	0.22%	111
2018 Q3	$376K	Buy	8,142 +1,439	+21%	+$65.7K	0.19%	109
2018 Q2	$294K	Buy	6,703 +141	+2%	+$6.09K	0.16%	115
2018 Q1	$285K	Hold	6,562	–	–	0.16%	112
2017 Q4	$301K	Buy	6,562 +1	+0%	+$46	0.17%	113
2017 Q3	$295K	Buy	6,561 +140	+2%	+$6.37K	0.17%	118
2017 Q2	$288K	Buy	6,421 +400	+7%	+$17.7K	0.18%	116
2017 Q1	$256K	Hold	6,021	–	–	0.18%	115
2016 Q4	$250K	Hold	6,021	–	–	0.18%	109
2016 Q3	$255K	Hold	6,021	–	–	0.19%	106
2016 Q2	$273K	Hold	6,021	–	–	0.22%	96
2016 Q1	$279K	Buy	6,021 +156	+3%	+$6.79K	0.25%	88
2015 Q4	$252K	Hold	5,865	–	–	0.23%	92
2015 Q3	$235K	Sell	5,865 -2,463	-30%	-$98.6K	0.23%	87
2015 Q2	$327K	Sell	8,328 -580	-7%	-$23.6K	0.3%	78
2015 Q1	$361K	Hold	8,908	–	–	0.32%	81
2014 Q4	$376K	Buy	+8,908	New	+$380K	0.35%	72

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's KO Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Coca-Cola (KO) stake by 6.6% in Q1 2026, selling an estimated $309K and leaving 58,026 shares worth $4.41M. The position accounts for 0.3% of the portfolio, ranked #78.

Pinnacle Wealth Management Advisory Group first reported a position in KO in Q4 2014 and has held it in 46 quarters since. The position peaked at $4.5M in Q1 2025. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Pinnacle Wealth Management Advisory Group held 58,026 shares of Coca-Cola worth $4.41M as of Q1 2026.
Pinnacle Wealth Management Advisory Group sold 4,081 Coca-Cola shares in Q1 2026, an estimated $309K.
Coca-Cola made up 0.3% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #78 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Coca-Cola in Q4 2014 and has held it in 46 quarters since.
Pinnacle Wealth Management Advisory Group's Coca-Cola position peaked at $4.5M in Q1 2025.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.