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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
Q2 		$897K Hold
11,040
– – 0.62% 47
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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pinnacle West Asset Management's KO Position: Q2 2026 in Review

Pinnacle West Asset Management held its Coca-Cola (KO) position steady in Q2 2026 at 11,040 shares worth $897K. The position accounts for 0.62% of the portfolio, ranked #47.

Pinnacle West Asset Management first reported a position in KO in Q1 2023 and has held it in 14 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Pinnacle West Asset Management held 11,040 shares of Coca-Cola worth $897K as of Q2 2026.
  • Pinnacle West Asset Management left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.62% of Pinnacle West Asset Management's portfolio in Q2 2026, its #47 holding.
  • Pinnacle West Asset Management first reported a position in Coca-Cola in Q1 2023 and has held it in 14 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Pinnacle West Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.