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Pitcairn Wealth Advisors’s Coca-Cola KO Stock Holding History

Pitcairn Wealth Advisors’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 		$254K Sell
3,128
-457
-13% -$36.1K 0.03% 256
2026
Q1 		$251K Hold
3,585
– – 0.02% 245
2025
Q4 		$251K Buy
+3,585
New +$250K 0.02% 246

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 $3.37T AUM 44.26% 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

Pitcairn Wealth Advisors's KO Position: Q2 2026 in Review

Pitcairn Wealth Advisors reduced its Coca-Cola (KO) stake by 13% in Q2 2026, selling an estimated $36.1K and leaving 3,128 shares worth $254K. The position accounts for 0.03% of the portfolio, ranked #256.

Pitcairn Wealth Advisors first reported a position in KO in Q4 2025 and has held it in 3 quarters since. 3,622 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Pitcairn Wealth Advisors held 3,128 shares of Coca-Cola worth $254K as of Q2 2026.
  • Pitcairn Wealth Advisors sold 457 Coca-Cola shares in Q2 2026, an estimated $36.1K.
  • Coca-Cola made up 0.03% of Pitcairn Wealth Advisors's portfolio in Q2 2026, its #256 holding.
  • Pitcairn Wealth Advisors first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • 3,622 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Pitcairn Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.