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PKS Advisory Services’s Coca-Cola KO Stock Holding History

PKS Advisory Services’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 		$423K Buy
+5,201
New +$411K 0.07% 246

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Fidelity Investments
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Geode Capital Management
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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

PKS Advisory Services's KO Position: Q2 2026 in Review

PKS Advisory Services opened a new position in Coca-Cola (KO) in Q2 2026: 5,201 shares worth $423K. The stake represents 0.07% of the portfolio and ranks #246 among its holdings.

3,617 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • PKS Advisory Services held 5,201 shares of Coca-Cola worth $423K as of Q2 2026.
  • Coca-Cola was a new PKS Advisory Services position in Q2 2026.
  • Coca-Cola made up 0.07% of PKS Advisory Services's portfolio in Q2 2026, its #246 holding.
  • 3,617 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.