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Pinnacle West Asset Management’s Coca-Cola KO Stock Holding History

Pinnacle West Asset 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
Q1 		$840K Sell
11,040
-150
-1% -$11.3K 0.57% 49
2025
Q4 		$782K Sell
11,190
-75
-0.7% -$5.23K 0.51% 55
2025
Q3 		$747K Hold
11,265
– – 0.48% 57
2025
Q2 		$797K Sell
11,265
-50
-0.4% -$3.56K 0.55% 52
2025
Q1 		$810K Buy
11,315
+130
+1% +$8.68K 0.59% 52
2024
Q4 		$696K Buy
11,185
+50
+0.4% +$3.26K 0.5% 58
2024
Q3 		$800K Buy
11,135
+175
+2% +$12K 0.57% 52
2024
Q2 		$698K Buy
10,960
+170
+2% +$10.5K 0.54% 54
2024
Q1 		$660K Buy
10,790
+300
+3% +$18K 0.52% 60
2023
Q4 		$618K Buy
10,490
+350
+3% +$19.9K 0.53% 59
2023
Q3 		$568K Buy
10,140
+415
+4% +$24.9K 0.56% 58
2023
Q2 		$586K Sell
9,725
-50
-0.5% -$3.11K 0.57% 59
2023
Q1 		$606K Buy
+9,775
New +$592K 0.63% 56

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pinnacle West Asset Management's KO Position: Q1 2026 in Review

Pinnacle West Asset Management reduced its Coca-Cola (KO) stake by 1.3% in Q1 2026, selling an estimated $11.3K and leaving 11,040 shares worth $840K. The position accounts for 0.57% of the portfolio, ranked #49.

Pinnacle West Asset Management first reported a position in KO in Q1 2023 and has held it in 13 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Pinnacle West Asset Management held 11,040 shares of Coca-Cola worth $840K as of Q1 2026.
  • Pinnacle West Asset Management sold 150 Coca-Cola shares in Q1 2026, an estimated $11.3K.
  • Coca-Cola made up 0.57% of Pinnacle West Asset Management's portfolio in Q1 2026, its #49 holding.
  • Pinnacle West Asset Management first reported a position in Coca-Cola in Q1 2023 and has held it in 13 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Pinnacle West Asset Management's 13F filing for Q1 2026, filed 15 May 2026.